Clinic launch readiness
Launch
The practical checklist we use before inviting real clinics or trial users into a live environment.
What matters most
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Clear setup order for branding, services, practitioners, and payments.
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A repeatable release-check flow so teams are not relying on memory.
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Useful for both internal QA and clinic onboarding.
Before the clinic goes live
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Confirm the clinic has a logo, hero image, contact details, reply-to address, and published services.
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Make sure at least one practitioner is active and one room is available for bookings.
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Check booking mode, payments, and deposit rules match how the clinic actually wants to operate.
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Run the automated release checks before handing the clinic to trial users.
Booking workflow checks
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Test a normal booking from the public site through to confirmation.
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Test a consultation-first service so the request stays reviewable and does not auto-confirm incorrectly.
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Confirm the patient receives the pre-appointment or intake link and the staff team sees the follow-up in CRM.
Operational checks
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Review opening hours, blocked dates, and one-off closure windows.
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Review service ordering so the public site feels deliberate rather than random.
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Check the clinic can find team setup, services, availability, bookings, patients, consultations, and CRM easily in the staff area.