How can we help?

Getting started: your first week

Use the floating setup helper and Help Centre to onboard: checklist, guides, and the ? menu for support or feature ideas.

Onboard from paper notes

Two simple paths from paper records into Clinic Membership and Documenti, spreadsheet import (recommended) or add people one by one as they book.

Onboard from another system

Moving from Pabau, Aesthetic Nurse Software, or another clinic system: send files to our team, or use self-guided data import.

Refer a clinic, give a month, get a month

Share your referral code so another clinic gets a free first month, and you earn a free month on your bill when they pay.

Set up your bookable services

Add the treatments patients can book online and see on your diary, with duration, price, and optional membership links.

Get your online booking link

Share a booking page, embed it on your website, or add a Book now button, with optional filters for location, clinician, or service.

Set up online booking deposits

Take the late-cancel / no-show amount as a deposit when patients book online, keep it if they miss, apply it at the till if they attend.

Set staff rotas

Define who works when, online booking only shows times inside your rota blocks.

Set up clinic locations

Add one or more sites, optional appointment buffers, and keep the calendar and booking page in sync.

Filter the calendar and book at a location

Switch between sites and clinicians on the diary, and pick a location when you book an appointment.

Communications and email templates

Find every patient email in Settings → Communications, location placeholders, marketing opt-out, and template filters.

Send appointment reminders

Automatic email before each visit, timing, wording, optional location details, and optional WhatsApp or SMS.

Send rebooking reminders

Nudge patients to book again after a visit: one email per completed appointment, timed from when the appointment ends.

Set up membership plans

Contract defaults, perks, and linking bookable services to membership, so patients can build packages and pay monthly.

Connect Stripe for patient payments

Link your clinic Stripe account to take payments online, save cards on booking, and sell gift vouchers.

Getting started with Documenti

Connect secure clinical notes to Clinic Membership, setup order from trial to daily list, procedures, and consents.

Connect Documenti to Clinic Membership

Start your Documenti trial from Settings, set your password, and add the £19/month bundle when you are ready.

How your daily list populates in Documenti

Bookings in Clinic Membership flow to Documenti’s daily list so clinicians see today’s patients without retyping.

Your daily list as a clinician

Open today’s appointments, spot VIP patients, and jump into each clinical record from the Documenti daily list.

Patient overview in Documenti

Find treatments, prescriptions, alerts, consents, and in-progress consultations on one patient screen.

Run a consultation in Documenti

Start a consultation, complete questionnaires and consents, select procedures, then unlock treatment.

Record a treatment with the treatment map

In the Treatment phase, add products and batch details, then mark injection areas and units on the face map.

Reopen a locked consultation, treatment, or review

When a phase is completed it becomes read-only: use Reopen Treatment or Reopen Review to unlock it and make changes.

Note snippets

Save reusable phrases and insert them into clinical notes, keep private snippets or use shared clinic snippets.

Upload attachments to a patient record

Add referral letters, consent PDFs, and results on the Attachments tab, files are scanned and stored securely in the EU.

PIN lock when a patient fills a form

Set a screen-lock PIN so you can hand your device to a patient to complete a form while the rest of Documenti stays locked.

Export a treatment as PDF

Create a clinic-branded treatment file PDF: choose the sections to include, then download it or email the patient a secure link.

Import a form with Smart Form Importer

Upload a PDF, Word document, or photo of an existing form: Documenti turns it into a draft you can review and publish.

Consultation form options

Choose which forms appear at the top of a consultation, set their order, and add or remove forms from Form Management.

Import clinic data with Smart Data Importer

Upload a CSV or Excel export, map columns, preview rows, then import patients, treatments, products, and more.

Book an appointment from the calendar

Click or drag an empty slot, pick the treatment and patient, and save, including adding a new patient on the spot.

Take a deposit when booking on the calendar

When you save a new diary booking, optionally take the clinic deposit from a card on file, or email a payment link if there is no card.

Edit, cancel, and complete appointments

Change booking details, cancel a visit, mark complete, take checkout payment, and book the patient’s next appointment.