Getting Started

Welcome to DocBase! Follow this step-by-step guide to set up your clinic and start managing appointments.

Setup Progress

Step 1

Setting up your clinic profile

Step 2

Adding your first patients

Step 3

Creating appointment slots

Step 4

Understanding user roles

Step 1: Setting up your clinic profile

Configure your clinic's basic information and settings

Instructions:

1Navigate to Admin → Settings → Clinic Profile
2Fill in your clinic name, address, and contact information
3Upload your clinic logo (recommended size: 200x200px)
4Set your timezone and preferred language
5Configure your clinic's specialties and services

Step 2: Adding your first patients

Learn how to register patients in the system

Instructions:

1Go to Admin → Patients → Add New Patient
2Enter patient's personal information (name, phone, email)
3Add medical history and emergency contacts
4Set patient communication preferences
5Generate a patient ID or use auto-generated number

Step 3: Creating appointment slots

Set up your available appointment times

Instructions:

1Navigate to Admin → Schedule → Time Slots
2Set your working hours for each day of the week
3Define appointment duration (15, 30, 45, or 60 minutes)
4Configure break times and lunch hours
5Set maximum appointments per time slot

Step 4: Understanding user roles

Learn about different permission levels

Instructions:

1Super Admin: Full system access across all clinics
2Admin: Complete clinic management and configuration
3Staff: Limited access to appointments and patient data
4Patient: Personal appointment booking and profile access

Quick Tips for Success

First Login

After initial setup, log in with your admin credentials and complete the clinic profile before adding staff or patients.

Data Import

If you have existing patient data, contact support for bulk import assistance to avoid manual entry.

Testing

Book a test appointment for yourself to understand the patient experience before going live.

Staff Training

Train your staff on the system before launch. Use the demo mode to practice without affecting real data.

What's Next?

Appointment Management

Learn how to manage bookings and schedules

WhatsApp Integration

Set up automated notifications

Admin Features

Explore advanced administrative tools

Need Help Getting Started?

Our support team is ready to help you set up your clinic and get running quickly.

Contact Support

Back to Help Center

Getting Started

Welcome to DocBase! Follow this step-by-step guide to set up your clinic and start managing appointments.

Setup Progress

Step 1

Setting up your clinic profile

Step 2

Adding your first patients

Step 3

Creating appointment slots

Step 4

Understanding user roles

Step 1: Setting up your clinic profile

Configure your clinic's basic information and settings

Instructions:

1Navigate to Admin → Settings → Clinic Profile
2Fill in your clinic name, address, and contact information
3Upload your clinic logo (recommended size: 200x200px)
4Set your timezone and preferred language
5Configure your clinic's specialties and services

Step 2: Adding your first patients

Learn how to register patients in the system

Instructions:

1Go to Admin → Patients → Add New Patient
2Enter patient's personal information (name, phone, email)
3Add medical history and emergency contacts
4Set patient communication preferences
5Generate a patient ID or use auto-generated number

Step 3: Creating appointment slots

Set up your available appointment times

Instructions:

1Navigate to Admin → Schedule → Time Slots
2Set your working hours for each day of the week
3Define appointment duration (15, 30, 45, or 60 minutes)
4Configure break times and lunch hours
5Set maximum appointments per time slot

Step 4: Understanding user roles

Learn about different permission levels

Instructions:

1Super Admin: Full system access across all clinics
2Admin: Complete clinic management and configuration
3Staff: Limited access to appointments and patient data
4Patient: Personal appointment booking and profile access

Quick Tips for Success

First Login

After initial setup, log in with your admin credentials and complete the clinic profile before adding staff or patients.

Data Import

If you have existing patient data, contact support for bulk import assistance to avoid manual entry.

Testing

Book a test appointment for yourself to understand the patient experience before going live.

Staff Training

Train your staff on the system before launch. Use the demo mode to practice without affecting real data.

Need Help Getting Started?

Our support team is ready to help you set up your clinic and get running quickly.

Contact Support