Getting Started
Define your clinics and working hours, then build the roles and staff accounts your clinic needs.
Set up your clinic, run the daily loop, and read the books — with a link straight to each screen on your own clinic.
Work through these in order the first time — each step depends on the one before it.
Then you are ready for the daily loop: patient → appointment → prescription → payment.
| Page | What it covers | Address |
|---|---|---|
| Branches | Your locations: address, phones, the default branch, moving rooms between branches | /all-branch |
| Clinics and Working Hours | Rooms, appointment length, weekly working hours, the clinic report | /all-schedule |
| Staff and Roles | Employee accounts, roles and permissions, the doctor flag, disabling someone who leaves | /all-user |
| How to Add a Patient | The patient form, duplicate warnings, the patient file, sharing a link with the patient | /all-patient |
| How to Add an Appointment | The weekly availability grid, visit types, fees and the first payment | /all-appointment |
| The Waiting Queue | The rules that decide who is seen first, checking patients in, and what happens to a patient who arrives late | /queue |
| Enquiries | Everyone who messaged your page or called to ask: their number, the follow-up log, connecting your Facebook page, and turning the ones who book into patients | /enquiries |
| Writing a Prescription | Drugs, intake answers, printing, and what saving does to today's appointment | /all-prescription |
| Print Templates | The sheets your clinic prints on: invoices, prescriptions and meal plans, in your own wording | /print-templates |
| Drugs and Vocabularies | The formulary plus the type, strength, dose, duration and advice lists | /all-drug |
| Intake Questions | Question types, letting patients answer themselves, where answers show up | /all-question |
| Your Public Pages | What patients see online: your locations, their opening hours, and how booking picks one | /portfolio-settings |
| The Dashboard | Today's figures for the branch you are working in, the six-month charts, and why two people see different dashboards | /home |
| Doctor Mode | The doctor's own view: today's patients, and one consultation screen for the visit's notes, prescription and follow-up | /doctor-queue |
| Calling the Assistant | Buzzing one person or several from any screen, your clinic's own messages, ringing calls, call tones, who answered and how fast | /doctor-queue |
| Pediatrics | The children's clinic: the birth record, feeding and weaning, guardians and siblings, and the growth chart | /view-patient/{id} |
| Dentistry | The tooth chart, courses of treatment with a priced item per tooth, visits carrying their own price and payment state, and a tooth history read from the work you billed | /view-patient/{id} |
| Beauty centres | Packages with their sessions, a visit's service, specialist, used and sold products, the client's own file, how she heard of you, and the follow-up list | /beauty-dashboard |
| Dermatology and laser | Courses with their sessions, the laser settings on each service line, last time's settings carried over, the patient's laser record, and the invoice | /view-patient/{id} |
| Physiotherapy | Courses of treatment with their plan and goals, sessions and what was done in them, joint measurements read against the normal range, home exercise programmes, and the four lists the clinic owns | /view-patient/{id} |
| Body Measurements | Weight, BMI and the tape figures, the full analyser result — muscle, fat, water, the segmental sheet, visceral fat — the device's printout attached to the reading, and one clinic-wide screen of every measurement | /body-measurements |
| Vaccination Schedule | The clinic's own vaccination schedule, the overdue list and reminders | /vaccine-schedule |
| Notifications | The bell in the top bar: the dropdown, the full list, and marking read versus dismissing | /notifications |
| Working Without Internet | Registering, booking, checking in, prescribing and taking money with no line; the "not sent" mark; and clearing work the clinic system could not save | /sync |
| Insurance and Contracts | The insurers, syndicates and companies you signed with: validity dates, the coverage rule, a price list built from your own services, and the monthly claim through to what the company pays and refuses | /payers |
| Taking Payments | Recording money against an appointment, payment statuses, receipts | /show-appointment/{id} |
| Patient Dues | Everything one patient owes on one page: pay one record, pay all oldest first, print the receipt, give a discount or write a debt off | /patient/{id}/dues |
| Patient Statement | A patient's account over a period with a running balance, printed or sent on WhatsApp | /patient/{id}/statement |
| Payment Methods | Adding the ways your clinic is paid — InstaPay, Vodafone Cash — renaming, ordering and retiring them, and why cash cannot be retired | /payment-methods |
| Cashier Shifts | Opening a drawer with a float, what belongs to a shift, cash out, closing against a count, and differences by cashier | /shifts |
| Income and Expense | Rent, salaries, supplies — and cancel versus delete permanently | /manual-transactions |
| Products and Services | The catalogue, selling on a session, the sales and profit report | /products |
| Inventory | Switching stock tracking on, what it needs first, and what it changes | /plugin-settings |
| Stores | Where stock sits: the main store per branch, opening a second one, who reaches which | /stores |
| Stocked items | Marking an item stocked: its unit, packs, category, reorder level and the two cost figures | /products |
| Stock movements | Sold versus used, when stock moves, moving it by hand, and why a movement is never edited | /inventory/movements |
| Suppliers | The companies you buy from, what you owe them, the duplicate warning and the opening balance | /inventory/suppliers |
| Purchasing | Ordering, purchase invoices, receiving against them, landed cost, payments, returns and what you owe | /inventory/purchase-orders |
| Stocktake and Waste | Counting the shelf, why a blank line is not zero, blind counting, write-offs and what you lost | /inventory/stocktakes |
| Product Profit | What each product earns, cost taken at the moment of sale, returns, the uncosted mark and the loss list | /product-sales-report |
| Journal and Chart of Accounts | What the system posts for you, and how to trace any figure | /all-journal |
| Reports | All ten reports, what each answers, the branch filter and consolidated view, and their limits | /reports |
| HR Setup | Departments, shifts, leave types and salary components — the parts you set once | /all-shift |
| Attendance and Leave | Clock logs, daily attendance, period sheets and leave requests | /all-attendance |
| Contracts and Payroll | What a person is owed, a month's payroll, and the entry paying it writes | /all-payroll |
TIP
Every address is a link that opens that screen on your own clinic. The first one you click asks which clinic you are and remembers the answer, so the rest go straight through. Each page lists the exact address of every screen it covers.
TIP
This guide exists in Arabic too — use the language switcher in the top bar, or go straight to النسخة العربية.