Setting up your clinic correctly is the first step before using Gist Clinic for daily operations.
This guide covers the essential setup areas for your organization.
1. Add Your Clinic Locations
Start by adding the locations where your organization operates.
Each location can include information such as:
- Clinic name
- Contact information
- Address
- Status
If your organization operates from multiple locations, they can be managed within the same Gist Clinic environment.
2. Add Medical Staff
Add the doctors, therapists, and other therapeutic professionals who work within your organization.
Medical Staff can be associated with one or multiple clinic locations.
Their profile can include:
- Basic information
- Contact information
- Professional role
- Clinic locations
- Qualifications
- Services
- Availability
3. Add Administrative Staff
Create access for the people responsible for clinic operations.
Administrative access may include roles such as:
- Super Admin
- Clinic Admin
- Receptionist
Each role has different permissions and access levels.
4. Create Your Services
Add the services provided by your clinic.
A service can be connected to a specific:
Clinic + Medical Staff
Depending on the service configuration, you can define information such as:
- Service name
- Duration
- Price
- Session mode
- Assigned Medical Staff
- Clinic
- Scheduling rules
5. Configure Availability
Set the working availability for each Medical Staff member.
Gist Clinic supports flexible working periods and structured scheduling blocks.
You can also manage:
- Breaks
- Special Days
- Days Off
- Different clinic locations
- In-person and online scheduling contexts
6. Review Clinic Settings
Before starting daily operations, review the main configuration areas:
- General Settings
- Financial Settings
- Appointment Settings
- Clinical Settings
- Notification Settings
Setup Checklist
Before creating your first appointment, make sure:
- Clinic locations are ready.
- Medical Staff are added.
- Administrative access is configured.
- Services are active.
- Availability is configured.
- Appointment settings are reviewed.
- Payment methods are configured.
Your clinic is now ready to begin daily operations.
Next
Continue to Clients to learn how client records are managed in Gist Clinic.