📄️ Client Onboarding
How to invite clients, assign memberships, and book their first session.
📄️ Clinic Setup
Use the Provider web portal to set up your organization and locations before you invite your team or clients. This guide uses clear, non‑technical steps and shows where to find each setting. Images referenced below will appear in‑line after the next docs refresh.
📄️ Getting Started
Audience: clinic owners, admins, providers.
📄️ Go‑Live Checklist
Verify the setup end‑to‑end before launching.
📄️ Memberships & Services
End-to-end steps to create memberships, define services (1:1 or group), enable waitlists, and control access.
📄️ Operations
Manage calendars, notes, labs/meals, and metrics.
📄️ Scheduling Defaults
Configure slot granularity, buffers, and no-show handling.
📄️ Security & Compliance
Grant least‑privilege access and review audit logs.
📄️ Staff & Permissions
Invite staff and set roles and availability.
📄️ Troubleshooting
Common booking and access issues.