Getting started
Your first steps after signing up — setup helper, timezone, paper notes, and moving from another system.
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.
Set your clinic timezone
Choose the IANA timezone used for the admin diary, online booking, waitlist calendars, and appointment times.
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 your export to us, or import it yourself with step-by-step import.
Reports and dashboards for owners
Track membership, sales, and clinic performance from Dashboard & reports.
Build a custom report
Use Manual report to pick a data source, filter it, run the numbers, and save a shortcut.
Saved reports and report shortcuts
Re-run named reports you created, plus built-in shortcuts in the Manual report list.
Find a report with the reports assistant
Describe what you want to see in plain English — the assistant suggests a matching report.
Customise your reports dashboard
Reorder widgets, change timeframe and chart type, pick figures, resize tiles, and export CSV or PDF.
Your Clinic Membership subscription
Manage your software plan, billing, and upgrades on the Premium tab — separate from patient Stripe payments.
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.
Still stuck?
Send us a message and we'll get you sorted. If you're logged in, you can also use the ? Help button in your admin dashboard.