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Setup Reference Guide

Everything covered in your one-time setup walkthrough, kept here for whenever you need to revisit it.

Step 1

Clinic Profile

This information appears on your public website, patient receipts, and prescription letterheads. Upload your logo, set your clinic name and tagline, and confirm your phone number, email, and address.

Go to Clinic Identity

Step 2

Branding & Homepage

Choose your primary and accent colors, then pick which homepage design best fits your clinic from the built-in templates. You can preview each one live before deciding.

Go to Website Customizer

Step 3

Prescription Setup

Configure what appears on every prescription you print or share digitally — doctor name and credentials, clinic registration number, and whether you print on plain paper or pre-printed stationery.

Go to Prescription Settings

Step 4

WhatsApp Setup

Turn on the WhatsApp floating button for your public site and review the message templates sent for registration, appointments, and payments.

Go to WhatsApp Settings

Step 5

Explore Add-on Modules

Your license already includes everything you need to get started. When you're ready for more — expense tracking, staff & payroll, a retail shop, or the patient portal — you can unlock any of them from here, any time.

Go to License & Modules

Want to redo the guided walkthrough with progress tracking?

Open Setup Wizard →