Completing onboarding
Walk through the seven-step Clinic Onboarding wizard the first time you sign in.
Overview
After your first sign-in you land on /onboarding instead of the dashboard. The wizard is the canonical place to set the configuration that every other feature in the app depends on — clinic info, fees, staff, communication. You can navigate back at any point. The progress bar at the top shows percentage complete, calculated from the backend onboarding status.
Prerequisites
- Owner or Admin role
- Email verified
- A list of treatment rooms / chairs you operate
- A draft of your standard fees per common procedure (you can adjust later)
- The names and email addresses of the staff you intend to invite
Steps
Read the welcome card. Title: "Clinic Onboarding". Subtitle: "Let's get your clinic set up! Complete these steps to get started." The progress bar is at 0%. Click Next or fill out the first step's form.
Step 1 — Clinic Information. Enter clinic name, address, primary phone, primary email, country, and timezone. The fields are pre-filled from sign-up where applicable. Click Save and continue. Progress jumps to roughly 14%.
Step 2 — Branding & Appearance (Professional or Enterprise tiers only). Upload your clinic logo (PNG or JPEG, ≤2 MB), choose your accent colour, and set the invoice header. Starter-tier accounts skip this step automatically. Click Save and continue.
Step 3 — Financial & Charges. Set your currency (defaulted from country), default registration fee, default consultation fee, VAT/tax percentage, and whether tax is inclusive or exclusive of listed prices. Click Save and continue.
Step 4 — Fee Schedule (CDT). Pick from the platform's master CDT codes the procedures your clinic offers and set your price for each. You can copy the platform defaults wholesale and edit later. Click Save and continue.
Step 5 — Staff & Team. Add the staff members you want invited as part of onboarding. For each, enter email and role. They receive their invitation emails immediately. Click Save and continue. You can invite more later — see Inviting your team.
Step 6 — Communication Preferences. Toggle the channels you'll use: SMS reminders, email reminders, birthday greetings, monthly greetings. Some toggles are gated to specific tiers and locked for Starter. Set your reminder lead times. Click Save and continue.
Step 7 — Final Review. A summary card lists everything you entered. Each section has an Edit button if you need to fix something. When you're satisfied, click Complete onboarding.
Confirm completion. A success toast appears: "Onboarding complete. Welcome to your dashboard." You're redirected to /dashboard. The onboarding URL is no longer shown in the navigation; if you visit /onboarding again you'll be redirected back to the dashboard.
Expected outcome
- Your tenant's
onboardingCompleteflag is set totrue - Clinic info, financial config, fee schedule, and communication preferences are saved
- Any staff you added during step 5 have invitation emails in their inbox
- The dashboard now loads on subsequent sign-ins
- The onboarding-specific routes redirect to
/dashboard
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Can't advance past step 1 | A required clinic-info field is blank | Look for red field highlights; fill in name, country, timezone |
| Branding step is missing | You're on the Starter tier | This step is Professional or Enterprise only — upgrade if you need it |
| "Failed to save" toast on a step | Network blip or backend error | Click Save and continue again; if it fails twice, reload the page — your progress is saved per-step on the server |
| Wizard reappears after you completed it | A new onboarding step was added by an upgrade | Complete the new step; it won't reappear after that |
| Fee schedule has no codes available | CDT code set wasn't copied | Click Copy platform defaults at the top of step 4 |
| Communication step shows toggles greyed out | Feature is gated to a higher tier | Upgrade to unlock or skip — you can revisit later |