Set Up Your First Clinic
Configure your clinic profile so that appointments, reports, and communications work correctly.
Prerequisites
- Organization registered and logged in
- OrganizationAdmin or ClinicAdmin role
Steps
- Navigate to Clinic Settings.
- Fill in the required fields:
- Clinic Name (required)
- Address (required)
- Timezone (required — must be set before appointments can be booked)
- Configure recommended fields:
- Currency (required before catalog items can be created)
- Language (determines the language of all generated documents)
- Working Hours (per day — start time, end time, or mark as closed)
- Phone and Email
- Website URL
- Upload your clinic logo (JPEG/PNG, max 10MB).
- Configure the Report Header (logo, clinic name, address — appears on all generated PDFs).
- Add Terms & Conditions text (included in all generated reports).
- Save the clinic profile.
Important Notes
- Timezone must be set before the Appointments module can be used.
- Currency must be set before the Catalog module can be used.
- Working hours define when appointment slots are available to patients.
- Language setting determines the locale for all generated documents (reports, treatment plans, prescriptions, invoices). Documents remain in the configured language permanently.