Set up what you need to begin, then return here for your next step. You do not need to finish every setting before preparing your first appointment.
Choose where to start
I want to prepare my first appointment: service → patient → appointment.
I want to customize my practice: public name and logo.
I want to prepare invoicing: legal details and defaults.
I have already seen a patient: notes and a completed session.
Set up your practice
Edit your organization’s branding so your name and logo display correctly on your documents.
Set up invoicing when you are ready to issue invoices. Branding and legal details are separate settings.
Prepare your first appointment
Create a service with a duration and price and check that it is active.
Add the patient if they do not already exist. Search first to avoid duplicate records.
Schedule the appointment in the calendar and check the patient, service, professional and time.
When finished, open the saved appointment and check its details. A scheduled appointment does not mean the visit has already taken place.
After the appointment
Complete your first session once the visit has taken place. Review its notes and status before moving to invoicing.
If you arrived from Brelio’s Getting started checklist
Each guide corresponds to a product task. Read the help, return to Brelio and perform the action when you need it. Reading an article does not replace saving a service, patient, appointment or setting.