Clinic Membership runs your calendar, memberships, and payments. Documenti is your secure clinical record: consultations, treatment maps, consents, and the daily list for clinicians. Connect once and patients, bookings, and tasks stay aligned without double entry.
Tip
Magic-link sign-in emails include a QR code so you can open the link on another device. Tasks and Patient Matching in the sidebar show badges for items waiting for you.
Recommended setup order
- Connect Documenti from Clinic Membership (start the free trial).
- Set up users in Documenti: same email as each person’s Clinic Membership login.
- For multiple sites, add each location under Clinic Management.
- Create and publish your consent forms in Documenti.
- Set up procedures and link the consent forms each treatment needs.
- Add professional products (toxins, fillers, and injectables) for treatment maps.
- Book appointments in Clinic Membership: they appear on the Documenti daily list within about a minute.
Tip
Retail skincare and POS stock live in Clinic Membership Products. Documenti products are professional injectables used during treatments. They are separate catalogues.
Start here
Connect Documenti to Clinic Membership
Start your Documenti trial from Settings.
What syncs between Clinic Membership and Documenti
See what flows between the two systems.
Manage clinics in Documenti
Add clinic locations in Documenti.
Clinic settings in Documenti
Contact details and default prescriber per clinic.
Set up users in Documenti
Match staff emails in Documenti.
Patient matching settings
How Clinic Membership patients link to Documenti.
How your daily list populates in Documenti
How today’s appointments reach clinicians.
