Step 1 of 10
Setup — Step 1 of 10

What's your clinic's name?

This is how we'll address your patients in every message.

Setup — Step 2 of 10

What type of clinic?

This shapes how we write your patient messages.

🦷
Dental
General or specialist dentistry
🏃
Physiotherapy
PT, sports rehab, massage
✂️
Salon / Spa
Hair, nails, aesthetics, med spa
🏥
Other
Optometry, chiro, medical, etc.
Setup — Step 3 of 10

What are your hours?

We use this to tell patients when you're available.

Setup — Step 4 of 10

Who's on your team?

Add your practitioners so Claude can mention them by name if a patient asks.

Setup — Step 5 of 10

What services do you offer?

Patients often ask about availability and pricing — add your most common services.

Setup — Step 6 of 10

Do you accept insurance?

Yes
We bill insurance
No
Payment at time of service
Setup — Step 7 of 10

What's your clinic's personality?

This shapes the tone of every patient message.

😊
Warm & friendly
Like a trusted friend
💼
Professional
Clear, concise, on-point
👨‍👩‍👧
Family-focused
Warm for all ages
Luxury & premium
Elevated, refined
Setup — Step 8 of 10

Any languages spoken besides English?

Claude will note this in the clinic knowledge base.

Setup — Step 9 of 10

Where are you located?

Setup — Step 10 of 10

Anything patients commonly ask?

Add questions and answers your patients ask most. Claude will use these to respond correctly every time.

Optional — but worth $200

Know another clinic owner?

If you refer a clinic that signs up, you get $200 off your next invoice. No limit on referrals. Zero cost until they actually convert.

🎉

Setup complete!

Mohamed has received your clinic information and will activate your system within 24 hours.

You'll receive a confirmation email when everything is live.