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