Written forOwner
Create your account and get the clinic ready
Create the clinic account, sign in for the first time and work through the short checklist that prepares the clinic for its first appointment.
Last reviewed: 2026-10-24
Create the account
Open the sign-up page.
Under About you, write Your name and enter the WhatsApp number. This number is your sign-in name.
Under Your practice, choose the Type of practice: Solo practice, Multi-doctor clinic or Allied health. The Clinic name is optional and you can change it later.
Under Password, choose a Password of at least 8 characters. You can also open Add an email (to reset your password): an email address is how you reset the password later.
Press Create account. By doing so you accept the Terms and the Privacy Policy.
Sign in
Open the sign-in page. Enter your Email or phone number and your Password, then press Sign in.
- Keep me signed in on this device keeps you signed in on this device. Leave it off on a shared computer.
- If two-step verification is on for your account you are asked for the 6-digit code from your authenticator app (Two-step verification).
Work through the checklist
On the owner's Today screen a box called Get your clinic ready shows how far you are. Each line has an Open button and shows Done when it is finished.
Add a doctor. Appointments and consultations are assigned to a doctor. Add yourself or a colleague on the users page (see staff and roles).
Set your service prices. The starter services are priced at zero, so set the prices before you invoice (see branches and services).
Add a branch. This line appears for a multi-doctor clinic that works in more than one place.
Add your first patient.
Book your first appointment.
Related guides
Everyone
A tour of the screens
The five places the application opens from, what the Today screen shows each role and what is under More.
Read the guideOwner
Add staff and set roles
Add doctors, reception and cashiers, see what each role can open, limit one person's access and decide who may prescribe.
Read the guideOwnerDoctor
Branches and services
Add branches when the clinic works in more than one place, and keep the list of services and prices up to date.
Read the guideOwnerDoctor
Doctor schedules: hours and booking rules
Set when each doctor can be booked, the rules that shape the free times and the services a doctor offers at their own price.
Read the guide