Set up a clinic and resume setup
Complete profile, clinic, plans, team, payment and import steps.
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If /setup opens after sign-in, continue from the step required by your account. Do not recreate setup for a completed clinic. If invited to an existing clinic, use the joining path.
Complete the information
| Step | Check |
|---|---|
| Profile | Name, email, photo and requested birth date/phone verification |
| Clinic | Name, contact/location and required business information; logo/banner are separate images |
| Plans | Monthly/yearly interval, plan types, user quantities and your own assignment |
| Team | Phone, role, per-person access and usage plan; an invitation is not acceptance |
| Summary | Plan/team capacity, billing information and amount due now |
| Import | Start or offered skip decision; starting requires waiting for actual completion |
- Fill profile and clinic fields; do not invent unknown optional information. A recorded certificate may be locked.
- Complete an offered plan survey. Choose plans/quantities and check capacity for your team.
- Prepare invitations or use the available skip option. Role and plan are separate choices.
- Complete missing billing information in Summary. Review and approve the current payment preview; a local card estimate is not a payment result.
- Do not start a second payment while pending. After returning, wait for the application's current status.
- If importing, follow CSV import; uploading a file does not finish setup.
Returning and recovery
Use an allowed Back/edit action. Conflicting edits can close while payment is processing. Missing-field navigation locates the first issue; inspect the retained draft before retrying a failed save. If the clinic already exists, continue it rather than creating another clinic. Buying a plan does not solve every pending-approval/inactive/suspended-clinic restriction; follow the displayed approval/support path.
Example: when inviting two colleagues, review available seats and each person's plan in Summary. The result is completed setup and the correct clinic workspace. Team and settings.