Onboarding Checklist

When you first create your clinic on Treatlly, you'll see a guided setup wizard. Complete these steps to get your clinic ready:

Step 1: Complete Your Profile

Fill in your clinic name, contact details, logo, and business information. This information appears on your public booking page and patient receipts.

Step 2: Add Your First Doctor

Add at least one doctor with their specialization, qualifications, consultation fees, and profile photo. Doctors will receive their own login credentials.

Step 3: Set Up a Location

Add your clinic's physical address. You can add multiple locations if your practice has branches.

Step 4: Create Slot Rules

Define when doctors are available for appointments. Set working hours, break times, appointment durations, and consultation mode (walk-in or teleconsultation). The system automatically generates bookable slots from these rules.

Step 5: Verify Payment Settings

Connect your Razorpay account to accept online payments from patients. Configure consultation fees, cancellation policies, and refund settings.

Step 6: Configure Payout Settings

Enter your bank account details and registered address for Razorpay Route KYC. Once verified, online payments auto-settle to your bank account.

Step 7: Customize Your Website

Set your brand colors, upload your logo, and build your public website using the CMS page builder.

Tracking Progress

The onboarding widget on your dashboard shows completion status for each step. Steps are automatically marked complete as you finish them. You can always revisit any step from the dashboard.