
Getting started
Start with your first appointment, or choose a guide to set up your practice, record sessions and prepare invoicing.
By Joan1 author7 articles
Set up your practice
Customize your branding and prepare your invoice settings.
Your first appointment
Create a service, add a patient and schedule their appointment.
- Create a service with a duration and priceAdd an active service to your Brelio catalogue so you can select it when scheduling appointments.
- Add a patient from the Patients listCreate a record with first and last names, then open its details to continue working.
- Schedule an appointment in the calendarSelect the patient, service, professional and time, then check that the appointment is saved.
After the appointment
Record the completed visit and check its status.
