Finish setting up your clinic

Right after you create your organization, MediSync walks you through a short welcome wizard, then keeps a setup checklist in the corner of your dashboard so you don't lose track of what's left to configure. Both are optional — you can skip any step, and minimize the checklist whenever you're ready.

The welcome wizard

The wizard appears once, right after your organization is created, and covers two quick steps:

• Set business hours & timezone — so appointment times, reminders, and reports line up with your clinic's local time.
• Add your branding — upload your logo and pick a brand color, used across your invoices, client portal, and emails.

Every step is optional — click Skip for now to move past it, or Finish later to close the wizard entirely. You can change your timezone later in Organization Settings, and the logo and brand color in its Branding section. See Organization setup.

The setup checklist

After the wizard, a setup checklist appears in the bottom corner of your dashboard — a short list of the key things worth doing in your first days on MediSync. It follows you across your clinic's pages, so you can work through it from wherever you happen to be:

• Add your branding — opens the Branding section of Organization Settings. Upload a logo or save a brand color to complete it.
• Add a payment method — do this before your trial ends so your subscription isn't interrupted.
• Complete your organization profile — contact email, phone, and address.
• Invite your team — add the staff who'll be using MediSync with you.
• Add your first service — so you're ready to book appointments and bill clients (only shown if your plan includes the Products & Services module).
• Set notification defaults — opens the Notification defaults section of Organization Settings. Choose the reminder channels and send times, then click Save Changes to complete it.

Each item links straight to the page where you complete it, so there's no hunting through menus. As soon as you finish a task — whether from the checklist link or anywhere else in settings — it's checked off automatically.

Skipping and minimizing

• Click Skip this on an item if it doesn't apply to your clinic right now — it's removed from the list, no questions asked.
• Minimize the checklist from its header (the ✕) if you'd rather explore MediSync on your own. It shrinks to a small progress badge in the same corner — click that badge any time to open the list back up. Nothing is lost, and minimizing only affects your own view, not your colleagues'.
• Once every item is checked off or skipped, the checklist disappears from your dashboard on its own.

Nothing in the checklist is required to use MediSync — it's just a shortcut to the setup steps most new clinics find useful.