> ## Documentation Index
> Fetch the complete documentation index at: https://zovi.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your clinic

> A first-run checklist to take your clinic from empty to live with real clients.

New to Zovi? Work through this checklist in order. Each step links to a detailed
guide. Most clinics are live within an afternoon.

<Info>
  Some steps are **owner-only** (connecting payments, publishing the app, managing
  locations). If you're a manager or staff member, ask your clinic owner to
  complete those.
</Info>

## Your path to launch

New clinics get a floating **Your path to launch** panel, docked to the
bottom-right of the dashboard. It appears on every page, not just the home screen,
so you can pick the checklist up wherever you are.

The panel shows your progress ("4 of 10 complete") and a tick-list of the ten
things to finish before you go live. Each item is a link straight to the screen
where you do it.

1. Add / Review your treatments
2. Add / Review your membership plans
3. Add / Review your retail products
4. Add / Review your rewards
5. Connect Stripe to accept payments
6. Add your clinic logo and brand colors
7. Invite your team
8. Review your discount guardrails
9. Approve your seasonal calendar
10. Review your automatic offers

Four of the ten tick themselves from what Zovi can already see: connecting Stripe,
adding your logo, inviting at least one team member, and having an active seasonal
campaign. The other six tick when you click through to that screen from the
checklist.

<Note>
  The four catalog items read **Add** while you have nothing yet, and switch to
  **Review** once you've added something. Clicking through while the screen is
  still empty doesn't tick them.
</Note>

The panel opens by default each time you sign in. Close it and it collapses to a
small progress button that reopens it. Once every item is done, it disappears for
good. It always sits behind any panel or dialog you have open, so it never covers
what you're working on.

The rest of this page walks the same ground in more detail.

## 1. Set your business details

<Steps>
  <Step title="Add contact details and currency">
    Open **Settings** from the account menu in the top-right, then go to
    **Business info** and fill in your phone, WhatsApp, address, opening hours,
    and **currency** (for example, EUR, CHF, or GBP). These appear to clients in
    your app. See [Business info & locations](/settings/business-info).
  </Step>

  <Step title="Add your locations">
    Add each branch with its address and opening hours. Your clinic shares one
    join code for clients, so you do not manage a separate code per location.
  </Step>
</Steps>

<Frame caption="Screenshot: the Business info settings with contact details, opening hours, currency, and the location list.">
  <img src="https://mintcdn.com/zovi/-jGoPdTQeb9B4m94/images/settings-locations.png?fit=max&auto=format&n=-jGoPdTQeb9B4m94&q=85&s=a6de26c69a3db5571afc869a403e2569" alt="Business info settings" width="1440" height="986" data-path="images/settings-locations.png" />
</Frame>

## 2. Connect payments

<Steps>
  <Step title="Connect Stripe">
    Go to **Settings → Stripe Connect** (or **Payments → Stripe Account**) and
    connect your Stripe account so clients can check out and pay. Until this is
    done, clients can't buy anything. See [Payments](/payments/payments).
  </Step>
</Steps>

## 3. Build your catalog

This is what clients browse and book in the app.

<Steps>
  <Step title="Add treatments">
    Add your services with prices, durations, photos, and the concerns they
    address. See [Treatments](/catalog/treatments).
  </Step>

  <Step title="Add memberships (optional)">
    Create recurring plans with member discounts and included treatments. See
    [Memberships](/catalog/memberships).
  </Step>

  <Step title="Add retail products (optional)">
    Sell skincare and aftercare alongside treatments. See
    [Retail products](/catalog/retail-products).
  </Step>

  <Step title="Set up loyalty & rewards">
    Choose how clients earn points and create rewards they can unlock. See
    [Loyalty & rewards](/loyalty/rewards).
  </Step>
</Steps>

<Frame caption="Screenshot: the Treatments catalog grid, where you add the services clients browse, book, and buy.">
  <img src="https://mintcdn.com/zovi/-jGoPdTQeb9B4m94/images/treatments.png?fit=max&auto=format&n=-jGoPdTQeb9B4m94&q=85&s=14217ab69e43ee5d0f62bb090e47fd07" alt="The Treatments catalog" width="1440" height="3389" data-path="images/treatments.png" />
</Frame>

## 4. Customise and publish your app

<Steps>
  <Step title="Customise the app">
    In **App Builder → App Customisation**, set your brand name, logo, colors, and
    hero image, and choose which concerns and content appear. See
    [Your app](/app-builder/overview).
  </Step>

  <Step title="Publish">
    Select **Publish** to push your changes live. They reach the Beauty Circle App
    within about 60 seconds. See
    [Publish your changes](/app-builder/overview#publish-your-changes).
  </Step>
</Steps>

<Frame caption="Screenshot: App Builder on the App Customisation tab, with the branding fields on the left and the live phone preview on the right.">
  <img src="https://mintcdn.com/zovi/-jGoPdTQeb9B4m94/images/app-builder.png?fit=max&auto=format&n=-jGoPdTQeb9B4m94&q=85&s=45348389393f8f851c66cbd9f2ac40e8" alt="App Builder customisation with phone preview" width="1440" height="916" data-path="images/app-builder.png" />
</Frame>

## 5. Add your team

<Steps>
  <Step title="Invite staff">
    Go to **Teams**, add each team member, choose their role, and set their
    permissions and working hours. Each person receives an email invitation and
    sets their own password from the link inside it. See
    [Staff & permissions](/settings/staff).
  </Step>
</Steps>

<Note>
  **Owner** appears in the role list but is greyed out and can't be selected.
  Every clinic has a single owner, set when the clinic is created.
</Note>

## 6. Bring in your clients

<Steps>
  <Step title="Share your join code">
    From **QR code and website** under the **Platform** group, share your clinic's
    single join code, QR, or link so clients can install your app and join. You can
    also share your clinic website link in an Instagram bio or social post so
    visitors browse your app instantly. See [QR code and website](/checkin/qr-codes).
  </Step>

  <Step title="Check clients in">
    When a client visits, use **Scan QR** in the top bar to check them in. They
    earn points automatically. See [Check clients in](/checkin/scan-checkin).
  </Step>
</Steps>

<Check>
  Once your catalog is live, payments are connected, and your app is published,
  you're ready to take real clients.
</Check>

## What's next

<CardGroup cols={2}>
  <Card title="Learn the client profile" icon="id-card" href="/clients/client-profile">
    See everything you can do from a client's record.
  </Card>

  <Card title="Start marketing" icon="megaphone" href="/marketing/overview">
    Create offers, promo codes, and push campaigns.
  </Card>
</CardGroup>