How to Use the Onboarding Wizard

The onboarding wizard guides you through setting up your clinic step by step, ensuring nothing is missed.

When You See the Wizard

The onboarding wizard appears automatically when you:

Click Restart Onboarding from Settings → Setup

Wizard Steps

Step 1: Clinic Profile

Enter your clinic name and address

Upload your logo

Set your clinic code

Add your contact details

Step 2: Business Hours

Configure your weekly schedule

Set break times

Mark any regular closure days

Step 3: Treatment Catalog

Add the treatments you offer

Set default durations and prices

Organize by category

The wizard includes a pre-built list of common dental treatments you can import with one click

Step 4: Team Members

Invite your first team members

Assign roles

Each invite sends an email invitation

Step 5: SMS Configuration

Enter your SMS sender name

Set up appointment reminder templates

Send a test message to verify

Step 6: First Patient

Add your first patient record (or import from CSV)

Walk through the patient registration form

Step 7: First Appointment

Book a test appointment

See how the calendar and reminders work

Complete the appointment lifecycle (book → check in → complete)

Progress Tracking

The wizard shows a progress bar and checklist. You can:

Skip any step and return later

Complete steps in any order

The checklist persists on your dashboard until all steps are done

Skipping the Wizard

If you prefer to set up manually, click Skip Wizard on the first screen. You can always restart it from Settings → Setup → Restart Onboarding Wizard.

After Onboarding

Once all steps are complete, the wizard disappears and you see the regular dashboard. A Getting Started section remains on the dashboard for 30 days with tips and links to help articles.

For detailed setup, see Account Setup Guide. For your first booking, see Booking Your First Appointment.

How to Use the Onboarding Wizard