This guide takes you from a brand-new clinic to your first completed and paid session. It has three short chapters; each one starts where the previous one ends.
The screens are in Spanish in our example clinic; use your own details.
Chapter 1. Set up your clinic
Before you see patients, get the basics ready: how your clinic looks, what you offer and when you work.
Add your clinic name and logo. Open your centre menu, go to Settings › Brand and click Edit branding. Enter the Public name, upload your logo and click Save changes. Your logo appears in Brelio and on your invoices.
Create your first service. In Management › Services, click Add Service. Enter the name, duration, price and tax; for example, “First visit”, 50 minutes, €60. Also: give it a colour to recognise it at a glance in the calendar.
Set your hours. In Settings › Calendar, adjust the Default schedule: set one day and copy it to the rest of the week. Click Save. In the calendar, hours outside your schedule are shaded.
Result: your clinic is ready to see patients.
Chapter 2. Your first patient and their first appointment
Add the patient. In Patients, click Add Patient. Only the first and last name are required; you can add email and phone later.
Schedule their first appointment. From their record, click Schedule Appointment. Choose the service (Brelio fills in the duration and price), the professional, the day and the time, then click Schedule Appointment. Also: at the bottom you can make it free of charge, sell a package or make it repeat every week.
Check it in the calendar. Open Calendar: the appointment appears on the day and time you chose, in the service colour.
Result: your first appointment is in the calendar.
Chapter 3. Appointment day: see the patient and collect payment
Open the appointment from Day agenda on the home page and click Start Session.
Record the visit. Write your Clinical Notes; they save automatically. If you like, leave a Plan for next session or add Tasks. When you finish, click Complete Session.
Collect payment. Click Collect, choose how the patient paid (for example, Cash) and confirm. Also: you can collect payment at any time once the session has started, before or after completing it.
Result: session completed and paid. You have closed the full loop: patient, appointment, session and payment.
More detail: Complete your first session
Next steps
You now know Brelio’s day-to-day work. When you want to issue invoices with your tax details, continue with Set up invoicing.
In the Brelio sidebar, Getting started shows your progress.