For clinic owners & managers

What you see when you log in

You get the full sidebar — Clinical (Appointments, Queue, Patients, Prescriptions, Follow-ups), Operations (Billing, Pharmacy, Lab, depending on your plan), and Insights (Reports, Messages, Settings). The Dashboard is your home screen: today's appointment stats, revenue, a doctors-on-duty roster, and alerts for anything that needs attention — low-stock medicines, unpaid invoices — right up top. Reports and Settings are owner/manager-only; no other role sees them, even by guessing the URL.

First-day setup

If you're starting fresh, work through Settings → Clinic setup: clinic name, address, GSTIN and GST rate, then add your doctors, add your other staff, and set up Services & pricing so procedures have a price and the right tax treatment. See First-day setup for the full walkthrough — a setup preset can fill in sensible billing and feature defaults in one click if you don't want to configure each toggle by hand.

Adding doctors and staff

1. 1Settings → Doctors to add a doctor — name, phone, specialization, consultation fee, slot length and room label (email optional).
2. 2Settings → Staff for everyone else — front desk, billing, pharmacy, lab.
3. 3Pick a role: Clinic Admin or Manager (full access), Receptionist, Billing, Pharmacist, Lab Admin (runs the test catalogue and pricing) or Lab Technician (runs samples and results, can't touch prices).
4. 4Saving creates a one-time password-setup link — share it, or Resend invite later if it expired.
5. 5Adding a Pharmacist or Lab role only works once your plan includes that module — the form says so up front if it doesn't.

Your plan, and watching the money

Settings → Your plan is the honest answer to "what do I actually have?" — every feature gets a row: included (in your plan), granted (an add-on switched on for you), off (you've turned it off), or upgrade (needs a higher plan). Settings → Subscription is where the money lives — your current plan, usage against its quotas, and upgrading. Reports gives you the day-end report (appointments, collections by payment method, consults by doctor) plus Revenue, Appointments and Doctor-performance analytics over any date range — everything billing staff see, plus the analytics behind it.

Running more than one branch

If your clinics are set up as a group, the branch switcher at the top of the sidebar jumps between them, and Group overview gives you a consolidated dashboard, reports, staff roster and patient list across every branch at once. Manage branches from Settings → Branches, subject to your plan's branch quota.