Your first week: a setup checklist
- Owner
On this page
Setup gets you to a working booking page. This checklist covers the rest, in a sensible order. Most items are in settings: select your name at the bottom of the sidebar, then Clinic settings. Items marked “everyone” are personal, and each team member does them for themselves under My settings.
Your clinic
| Task | Where | More help |
|---|---|---|
| Add your address, contact details and CQC registration number | Settings > Clinic > Details | Update your clinic details |
| Upload your logo and check your colours | Settings > Clinic > Branding | Brand your patient portal and emails |
| Choose which messages patients receive | Settings > Clinic > Patient notifications | Choose which messages patients receive |
| Set your clinical defaults | Settings > Clinic > Clinical defaults | Clinical defaults |
Bookings and payments
| Task | Where | More help |
|---|---|---|
| Add the rest of your appointment types | Settings > Scheduling > Appointment types | Create and manage appointment types |
| Set your cancellation and booking rules | Settings > Scheduling > Booking policy | Set your booking policy |
| Connect Stripe to take booking fees and payments | Settings > Integrations > Stripe | Connect Stripe to take payments |
| Connect Xero, if you use it | Settings > Integrations > Xero | Connect Xero |
Forms
| Task | Where | More help |
|---|---|---|
| Build or copy your consent, history and aftercare forms | Settings > Clinic > Forms | How forms work in Clinicify |
| Send forms automatically before and after appointments | Settings > Clinic > Form automation | Send forms automatically |
Your team
| Task | Where | More help |
|---|---|---|
| Invite practitioners and receptionists | Settings > Team & access > Team members | Invite a team member |
| Decide whether to require two-step verification | Settings > Team & access > Security | Clinic security settings |
For everyone
| Task | Where | More help |
|---|---|---|
| Check your profile and professional registration | Settings > Your preferences > Profile | Edit your profile |
| Set your working hours, buffer and time off | Settings > Your preferences > Availability | Set your working hours, buffers and time off |
| Turn on two-step verification | Settings > Your preferences > Security | Set up two-step verification |
| Connect your Google or Outlook calendar | Settings > Integrations | Connect Google Calendar, Connect Outlook |
| Connect Zoom or Google Meet for video appointments | Settings > Integrations | Set up video consultations |
Patients
| Task | Where | More help |
|---|---|---|
| Import your existing patients | Patients > Import CSV | Import patients from a spreadsheet |
| Share your patient portal link | Shown at Settings > Clinic > Details | The patient portal |
Before your trial ends
| Task | Where | More help |
|---|---|---|
| Choose a plan | Settings > Billing > Subscription | Choose a plan |
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Related articles
- Start your free trial and set up your clinic Create your Clinicify account, then work through the four setup steps: your profile, branding, a first appointment type and your availability.
- Invite a team member Invite practitioners and receptionists to your clinic by email, choose their role, make someone an owner later, and see how invitations use seats.
- Connect Stripe to take payments Connect your clinic's own Stripe account so patients can pay booking fees, no-show fees and treatment balances by card.
- Finding your way around Clinicify A tour of the Clinicify layout: the sidebar, your account menu, settings, light and dark themes, banners, and using Clinicify on a phone.