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.
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 (or import a form with Smart Form Importer).
- Set up procedures and link the consent forms each treatment needs.
- Add professional products (toxins, fillers, and injectables) for treatment maps — turn on stock management if you track quantities.
- 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.
Your daily list as a clinician
Day-to-day: open today’s list and start a patient.
Set up forms and consents in Documenti
Publish consent forms before your first treatment day.
Enable stock management on products
Optional — track professional product quantities.
How your daily list populates in Documenti
How today’s appointments reach clinicians.