Getting started

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 files to our team, or use self-guided data 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.