My Setup Wizard
In order to customise your account, we need just a few more details from you. You can return to the setup wizard at any time to complete any skipped steps or you can adjust all of these settings via your My Settings tab.
Step 1. My details
Lets start by entering your business details including your trading hours so we can customize your calender.
Step 2. Services
Now let’s set up your services. Here you can customise the services you offer, set their duration, colour code them for easy recognition and more.
Step 3. Products
Do you sell products? Add them here to get notifications when stock levels are low and specify if clients can re-order prescribed products (must be signed up to payment gateway).
Step 4. Reminder messages
Customise the wording and timing of your clients appointment reminders.
Step 5. Online bookings
Would you like your clients to be able to book their own appointments online? Adjust your settings here.
Step 6. Video Consultations
Do you consult online? Link your services for access to one click video consultations
Step 7. Invoices
Here you can customise your invoices.
Step 8. Intake form
Want to reduce your data entry? Set up an online intake form which will can be automatically sent to all new clients when booking an appointment. All data provided will automatically be added to your clients file.
Step 9. Medipass account
Save up to 5 minutes per transaction with an integrated Medipass account. With the click of a few buttons, you can quickly and easily process Hicaps, Medicare, DVA, and WorkCover NSW payments. No set up costs, no terminal required and no monthly fees. If you already have a Medipass API key, you can enter it below.
Don't have an account? Apply for one now.
Step 10. Embed code
Want your clients to be able to book online via your website or other platforms? All you need to do is copy and paste this link.
Setup complete!
You can return to the setup wizard at any time to complete any skipped steps or you can adjust all of these settings via your My Settings tab.