Create your clinic

This article is for clinic owners who are new to MediSync. It takes you from a new account to a working clinic. In MediSync, your clinic is an organization.

The steps are:

1. Sign up for a staff account.
2. Create your organization.
3. Complete the welcome wizard.
4. Work through the setup checklist.

Sign up for a staff account

1. Open the staff sign-in page at staff.medisync-solutions.com.
2. Below the form, next to Don't have an account?, click Sign up.
3. On Create an account, enter your Full Name, Email and Password, then type the password again in Confirm password. The password must have at least 8 characters, one uppercase letter, one lowercase letter, one number and one special character.
4. Click Register.

You can also click Register with Google to sign up with a Google account.

If MediSync must verify your email address, you see Check your email. Open the email from MediSync and click the link in it. Then sign in.

After you sign in, you see Your Organizations. A new account has no organizations yet, so the page shows No organizations yet.

Create your organization

1. On Your Organizations, click Create Organization.
2. Complete the four steps of the Create Organization form. Click Next to go to the next step, or Back to go back.

Step 1: Organization Details

• Organization Name — required. It must include at least one Latin letter or number (a-z, 0-9).
• Slug — required. MediSync fills it in from the name. Use only lowercase letters, numbers and hyphens. Each slug can only be used by one organization.
• Description — optional.

Step 2: Choose a Plan

Click Select Plan on the plan you want. You must select a plan to continue. You can change your plan later.

Step 3: Add-on Modules

The modules that your plan includes show Included in plan. You can also add optional modules. This step is optional: you can add modules later.

Step 4: Review

Check the organization name, plan and modules. If you have a promo code, type it in Promo code (optional). MediSync checks the code as you type and shows if it is valid for the selected plan.

Click Create Organization.

What MediSync sets up for you

• Every new organization starts a 14-day free trial.
• You become the Owner of the organization.
• MediSync creates one branch, named Main.
• MediSync opens the welcome wizard.

The welcome wizard

The wizard has two steps. Click Skip for now to skip a step, or Finish later to close the wizard.

Step 1: Set business hours & timezone

1. Set your Opening hours for each day of the week.
2. Select your Timezone and Default language.
3. Click Next.

Step 2: Add your branding

1. Under Logo, click Choose file and select an image. Use a PNG, JPG, WebP or GIF file of 2 MB or less.
2. Select a Primary color.
3. Click Save & finish.

MediSync uses the primary color in the staff dashboard and the client portal.

You can change the opening hours, timezone, language, logo and primary color at any time in Organization settings.

The setup checklist

After the wizard, a checklist named Finish setting up followed by your clinic name shows in the corner of your dashboard. Each item links to the page where you do that task. Only Owners and Admins see it. See Finish setting up your clinic.

Next steps

• Install modules. Turn on the features your clinic needs. See Modules.
• Invite your team. Add your staff and give each person a role. See Staff & roles.
• Set up booking. Prepare your clinic to take appointments. See Set up booking.

Work with more than one clinic

One account can belong to several organizations. For example, you can own one clinic and be a staff member in another.

• Your Organizations lists every organization you own or are a member of. Click a card to open that organization.
• At the top of the sidebar, click the organization name, then select another organization to switch to it. Click See all organizations to go back to the list, or Create new organization to create another one.

Common problems

The Create Organization card is disabled. You already own 2 organizations on a free trial. Move one of them to a paid plan, or delete one, then try again.

"This slug is already in use." Another organization uses this slug. Change the slug.

"Please select a plan to continue." Click Select Plan on a plan before you click Next.

"No plans are available" No plans are published yet. Contact MediSync support.

"Organization created, but the plan couldn't be assigned." Your organization exists. Do not create it again. Open Organization settings, go to the Billing tab, and choose a plan there.

"Could not enable these modules: …" Your organization exists. Turn on the modules that failed from Modules.

"Organization created, but the promo code could not be redeemed." Your organization exists, but the discount was not applied. Contact MediSync support.