The Better Clinics checklist for setting up your account is displayed on the insights page. It provides you with a list of all the components required to set up your Better Clinics account.
The checklist consists of 5 tasks to complete and they do not need to be completed in order. These include; Setup Clinic, Add Appointments, Add Merchandise, Add Clients and Add Team Members. Clicking on the name of the task will take you to the page to complete the task. Once the task has been completed it will automatically tick the task off your checklist!
Utilise the BetterClinics Helpdesk if you have difficulty navigating our Better Clinics page or completing the tasks on the checklist. Instructions for setting up your Better Clinics account can be found under the 'How to' section of our Helpdesk.
The complete the checklist items:
Setup Clinic: Add a logo, Address and Trading name
Add Appointments: Add an appointment type product
Add Merchandise: Add a merchandise type product
Add Clients: Add a client to your account
Add Team Members: Add a team member to your account