Each walkthrough is a path through pages you already have access to. Nothing here
needs to be switched on first.
Get your clinic live
The first week. Work through these in order and you will have a clinic your clients can actually book and buy from.1
Sign in and set your password
Open the link in your welcome email, choose your own password, and get your
bearings. See Tour the dashboard.
2
Work the launch checklist
The Your path to launch panel tracks the ten things a new clinic needs. See
Set up your clinic.
3
Fill your catalog
Add your treatments, your
memberships, and your
retail products. Tag each one with the
concerns it addresses so clients can browse by what they
want to fix.
4
Decide how clients book
Set your booking mode, and your booking links if you book somewhere else. See
Booking settings.
5
Take payments
Connect Stripe so you can be paid. See Payments.
6
Brand your app and publish it
Set your logo, colors, and languages, then publish. See
Configuring your client app.
7
Invite your team
Add your staff and set their permissions. See Teams.
Run a day at the front desk
Check a client in
Scan their code, award points, and handle a code that will not scan.
Look up a client
History, memberships, points, and correcting a credit that was missed.
See today's appointments
The calendar and what each status means.
Refund a payment
Transactions, refunds, and what your clients can pay with.
Bring clients in
1
Import the client list you already have
Upload your spreadsheet and invite everyone into your app. See
Clients.
2
Set up your loyalty program
Points, rewards, and a welcome gift for every new client. See
Loyalty & rewards.
3
Switch on referrals
Let your clients invite friends and reward both sides when it converts. See
Referrals.
4
Put your join QR code out
On the desk, on a card, in your window. See QR codes.
Market to the clients you have
1
Approve your first offer
Offers arrive in an approval inbox. Nothing reaches a client until you approve
it. See Offers.
2
Set the offers that run on their own
Birthday, anniversary, and win-back offers you configure once. See
Automatic offers.
3
Check your guardrails
Cap what an automated discount is allowed to give away. See
Loyalty engine.
4
See what worked
Impressions, redemptions, conversion, and revenue. See
Analytics.
Let your AI Advisor do the talking
1
Understand what it does
It recommends from your catalog, answers questions about your clinic, and can
book clients in. See Your AI Advisor.
2
Answer the questions clients ask
Fill in your Knowledge Base so the advisor answers in your words, not a guess.
3
Set its persona and limits
Name it, choose what it may suggest, and cap how much it recommends at once.
4
Check your booking links
They decide whether the advisor can hand a client over to a booking. See
Booking settings.
Still stuck?
FAQ
The questions clinics ask most.
Support & service
What the team covers and how fast you hear back.
Raise a ticket
Get a person on it.