Onboarding checklist: go live in a day

24 May 2025 • 3–4 min read • Onboarding

This checklist helps your clinic launch smoothly on Doctecq. Most clinics go live the same day after payment.

1) Fill the onboarding form

After payment you’ll be redirected automatically. Or open it anytime: /onboarding.html.

  • Clinic name, logo, address & phone
  • Doctor profiles (name, speciality, registration no.)
  • Working hours & slot length (e.g., 10/15 min)

2) Letterhead & prescription footer

Upload your letterhead (A4 PDF/PNG) and specify footer lines (clinic timings, license info, etc.).

3) Services & fees

Share a list (Excel/CSV) of common procedures and rates. This enables 2-minute billing from day one.

4) Users & roles

Add reception, assistants, and doctors. Choose access per role (appointments only, full billing, admin, etc.).

5) Optional: Data import

Send patient lists, treatment history, or exported spreadsheets from your old system. We’ll help import feasible fields.

6) WhatsApp setup

Confirm the clinic number to send reminders/invoices. We support normal WA and WA Business; no extra fee from us.

7) Patient App quick start

We enable your branded mini-app with booking, dashboard, and history. Share the link on your Google Business & website.

8) Security & backup

All data is encrypted in transit & at rest. Role-based access is applied from day one. Exports available on request.

Go-live tips for reception

Need help? We’re on WhatsApp 9am–7pm IST. Share a short video of your current process and we’ll tune the setup.

Ready to start?

Pick a plan and we’ll activate your login. Most clinics are live the same day.