Getting started

Set up your clinic workspace

Create your clinic, complete onboarding, and prepare your workspace for bookings.

Last updated: 2026-02-27

Step-by-step guide

  1. 1Sign up for Appointa and confirm your email.
  2. 2Create your clinic and complete the basic business details.
  3. 3Set your timezone, business hours, and booking preferences.
  4. 4Add your service categories and core services first.
  5. 5Invite your team members and assign service permissions.
  6. 6Open the Setup checklist and complete each required task.
  7. 7Run a test appointment to confirm calendar and reminders are working.

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