Set up your clinic: from doctors and prices to recall

Open Clinic setup. Choose your practice size and set the emergency number (112 in India). Read the four safety replies: life-threatening emergency, urgent pain, "talk to a person" and medical questions. They are sent word for word - the assistant never gives treatment advice.

In Appointments, Services & hours: add each doctor, hygienist or room under Resources, then their weekly hours under Availability. Multi-doctor clinics and hospitals can group doctors into departments; the booking chat then asks for the department first.

Under Services add each treatment with its duration, which doctors do it, the price (the assistant may quote it) and an optional recall interval - for example check-up & cleaning every 6 months. Recall invitations are then sent automatically before patients are due.

Pick reminder times on Booking page & rules and create the ready-made templates in Automations (reminder, earlier-slot offer, patient form link, follow-up). See the reminders guide for details.

This is how the booking runs: the patient taps instead of typing (typing still works, in English, Hindi or Punjabi, and so do voice notes). The slot is held only after they confirm, and two patients can never get the same slot. "Someone else" books for a family member.

New patients receive a link to a short form (details, medical history, consent) right after booking. Answers are saved as they type and appear on the patient's record before the visit.

Patients lists everyone with their next visit, recall due date and open treatment. Click a patient to see appointments, forms, messages and plans. Appointments is the calendar; Tasks collects what staff must do (call back, confirm, review a form).

Recall shows who is due and who was invited. Treatment plans tracks recommended treatment that isn't booked yet and follows up politely. When an appointment is cancelled, the slot is offered automatically to the best-matching patient on the waitlist; if they don't reply YES in time, it moves on to the next.

Three things the front desk answers all day, handled in the chat:

• Advance fee: Appointments > Booking page & rules > Advance fee. With your own Razorpay keys, the booking confirmation includes a UPI/card link; paid links are marked collected on the appointment.
• Reports: on the patient's record, Reports > Upload. When they ask "report bhej do" on WhatsApp, it's sent after they type their date of birth (it must match the record; 3 wrong tries go to your team).
• Waiting line: tap Check in on today's appointment to give a token. "Kitna time lagega?" gets their token, how many are ahead and a rough wait.

Overview counts only what really happened: missed calls answered, appointments booked by the assistant, cancelled slots refilled, recall and reactivation bookings. The money figure is an estimate from your own price list and is labelled as such; Collected is only what staff recorded at check-out.