Use the clinic address and staff sign-in link supplied by your platform operator. The public booking site, the clinic staff workspace and the platform Super Admin are separate areas.
Confirm whether your workspace is a demo, a test environment or an approved live service before accepting bookings or payments. A setup checklist records available evidence; your operator confirms the actual launch.
1. Sign in and protect your account
Use the owner invitation supplied for your clinic. Ask the operator to check its status if it is missing or expired.
Choose a unique password and complete authenticator enrollment when required.
Keep account recovery material in your approved password manager or secure offline storage.
Use Sign out when leaving a shared device. Closing a browser tab is not a sign-out.
Keep invitation links, passwords, authenticator codes and recovery keys out of support tickets and screenshots.
2. Review services, prices and opening hours
Open Clinic & stock → Services. Check treatment descriptions, options, duration, availability and the displayed price.
Confirm the VAT treatment for each service with the person responsible for your accounts. Displayed customer prices include the configured VAT.
Review practitioner assignments and any room or resource requirements.
Open Hours and confirm practitioner availability, breaks and exceptions in the clinic time zone.
Check the public booking page after saving. A service needs a valid combination of availability, practitioner and required resources before it can offer a slot.
If a navigation item is absent, your current role may not have permission to manage it.
3. Manage the working day
Use Daily operations → Calendar for the day’s schedule and Appointments to find a booking by its recorded details.
Open an appointment to inspect its visit, payment and customer information before taking an action.
Use the available controls to reschedule, record arrival or process a cancellation. Follow the clinic’s cancellation policy.
Review Cancellation requests and the unpaid queue when those sections are available to your role.
Save a change once and wait for confirmation. After a timeout or uncertain result, reopen the record before repeating a payment-related action.
An appointment status and a payment status describe different things. A confirmed appointment does not establish that its balance is paid.
4. Update the public website
Open Website → Pages & content.
Edit the required page and its existing Swedish or English content. Use licensed marketing images and public business information.
Save the draft and inspect its preview.
Publish the page when it is ready. Saving a draft does not replace the currently published content.
Check the public page after publication. Use clinic settings for contact details and brand settings managed there. Use Articles for journal posts and Newsletter to inspect confirmed, pending or withdrawn subscriptions; this screen does not send bulk campaigns.
Website content is public. Keep private customer information and clinical records in their approved restricted sections.
5. Confirm staff access
Give each employee their own approved account. Ask the platform operator or the person responsible for access to create or change accounts using the supported administration process.
Confirm each person’s role and the areas they need for their work.
Check practitioner assignments separately from sign-in permissions; they serve different purposes.
Request removal or disabling of access promptly when someone leaves the clinic.
Keep the owner account separate from shared reception devices.
This guide does not imply that owners can create users from a staff-management screen. Use the account-management process provided for your installation.
6. Review payments and documents
Use Finance → Payments to review the recorded amount paid and remaining balance.
Record an in-clinic collection using its actual payment method and reference.
Check the original payment and available balance before requesting a refund.
Use the available invoice or document download controls for the relevant record.
Contact the operator when a payment outcome is uncertain or a provider review is required.
Platform subscription billing and clinic customer payments are separate. A connected TEST account or an active subscription does not enable live customer charging by itself.
7. Know who handles service health and recovery
Your platform operator manages domain routing, HTTPS, background services and server backups. Ask for confirmation of the latest verified offsite recovery point and the most recent restore rehearsal.
For a website or booking issue, record the clinic address, the action you took and the time it happened.
For a payment issue, include the booking or provider reference through your approved private support channel. Exclude card details and secret keys.
For a domain issue, the operator checks DNS ownership and routing. Registering a domain alone does not activate HTTPS.
For data recovery, let the operator restore into a separate location and verify the result before any replacement is considered.
Database copies, uploaded website files and original encryption keys have separate recovery requirements. Ask the operator to confirm that all three are covered.
Acknowledging an incident records that someone has seen it. Recovery is recorded after successful observations.
Owner handover checklist
The owner can sign in and has stored recovery material safely.
Contact details, services, prices, assignments and opening hours are reviewed.
Website drafts are reviewed and the intended pages are published.
Staff permissions and the support contact are confirmed.
The operator has confirmed the environment, payment activation and recovery arrangements.
Keep this guide with your handover records. Your browser’s Print command can save a copy as PDF.