# MediSync Help Center

> End-user documentation for the MediSync platform — guides for clinic admins, receptionists, practitioners, and clients.

- [Using the client portal](http://localhost:4205/en/docs/client-portal): What you can do today in the MediSync client portal and what's coming soon.
- [Register](http://localhost:4205/en/docs/client-portal/register): Create a MediSync client account when your clinic invites you or as a walk-in.
- [Sign in](http://localhost:4205/en/docs/client-portal/sign-in): Sign in to the client portal, recover a forgotten password, and use Google sign-in.
- [Upcoming appointments](http://localhost:4205/en/docs/client-portal/upcoming-appointments): View your scheduled visits. (Coming soon.)
- [View records](http://localhost:4205/en/docs/client-portal/view-records): Download your medical records, invoices, and receipts. (Coming soon.)
- [Analytics](http://localhost:4205/en/docs/clinic-admin/analytics): Clinic-wide metrics — client volume, appointment trends, revenue snapshot.
- [WhatsApp messages from automation rules](http://localhost:4205/en/docs/clinic-admin/automation-messaging-providers): Set up a WhatsApp sender for your automation rules, and configure a per-org credential for the messages they send.
- [Billing & plans](http://localhost:4205/en/docs/clinic-admin/billing-plans): Pick a plan, manage invoices, add add-ons, and see what you're being charged for.
- [Managing blog posts](http://localhost:4205/en/docs/clinic-admin/blog-posts): Create, find, organize, and archive posts from the Blog page.
- [Bookable resources & procedure roles](http://localhost:4205/en/docs/clinic-admin/bookable-resources): Add doctors, staff, rooms, and equipment to your resource catalogue, then define which roles each procedure needs and which one is the primary role.
- [Client field configuration](http://localhost:4205/en/docs/clinic-admin/client-field-config): Decide which client data your clinic captures — name mode, required fields, custom fields.
- [Invoices](http://localhost:4205/en/docs/clinic-admin/client-invoices): Bill clients for the care you delivered — build an invoice, issue it with a number, record payments, send a PDF, and turn an accepted quote into an invoice.
- [Dashboard templates](http://localhost:4205/en/docs/clinic-admin/dashboard-templates): Publish starting dashboards for your team and set per-role defaults.
- [Document storage](http://localhost:4205/en/docs/clinic-admin/document-storage): Upload, organise, and track storage usage for client and org-level files.
- [Payments in Egypt (Kashier)](http://localhost:4205/en/docs/clinic-admin/egypt-payments): How Egyptian clinics add a card and pay invoices — processed by Kashier instead of Stripe.
- [Finish setting up your clinic](http://localhost:4205/en/docs/clinic-admin/finish-setup): Use the welcome wizard and setup checklist to get your clinic ready after you create your organization.
- [Overview for admins](http://localhost:4205/en/docs/clinic-admin): What you as a clinic admin own in MediSync and where to start.
- [Leads (sales pipeline)](http://localhost:4205/en/docs/clinic-admin/leads): Track prospective clients from first contact through conversion, see where they came from, and win back patients who've drifted away.
- [Loyalty program](http://localhost:4205/en/docs/clinic-admin/loyalty): Reward repeat clients with points for visits and payments, let them redeem points for credit, and track the program with a leaderboard, transaction log, and analytics dashboard.
- [Modules](http://localhost:4205/en/docs/clinic-admin/modules): Turn feature sets (appointments, inventory, billing, …) on or off for your clinic.
- [Organization setup](http://localhost:4205/en/docs/clinic-admin/organization-setup): Name, logo, slug, timezone, and contact details for your clinic.
- [Quotations](http://localhost:4205/en/docs/clinic-admin/quotations): Build, send, and track price quotes — catalog-driven line items, bilingual templates, secure share links, and one-click conversion to a sales order.
- [Set up your clinic to take bookings](http://localhost:4205/en/docs/clinic-admin/set-up-booking): Configure the core requirements before your clinic can take its first appointment.
- [SMS providers and fallback](http://localhost:4205/en/docs/clinic-admin/sms-providers): Connect your own SMS carriers, set which ones are used in each country, and see exactly what was sent.
- [Staff & roles](http://localhost:4205/en/docs/clinic-admin/staff-roles): Invite teammates, assign roles, and manage what each person can do.
- [Get alerted before stock expires](http://localhost:4205/en/docs/clinic-admin/stock-expiry-alerts): Set up an automation rule that notifies you when a batch of stock is coming up on its expiry date.
- [Suppliers](http://localhost:4205/en/docs/clinic-admin/suppliers): Manage your clinic's vendor directory — search, filter, edit, bulk actions, and export.
- [Website builder](http://localhost:4205/en/docs/clinic-admin/website-builder): Build, publish, and measure your clinic's public website without leaving MediSync.
- [Accept an invitation](http://localhost:4205/en/docs/getting-started/accept-invite): How to join a MediSync clinic when an admin invites you.
- [Customize your dashboard](http://localhost:4205/en/docs/getting-started/customize-dashboard): Add widgets, arrange your overview, and save layouts you can switch between.
- [Profile & security](http://localhost:4205/en/docs/getting-started/profile-security): Update your profile, change your password, and set up two-factor authentication.
- [Sign in](http://localhost:4205/en/docs/getting-started/sign-in): How to sign in to MediSync, recover a forgotten password, and sign in with Google.
- [Welcome](http://localhost:4205/en/docs): Step-by-step guides for using MediSync — from signing in to running a busy clinic day.
- [Client notes](http://localhost:4205/en/docs/practitioner/client-notes): The note editor, templates, auto-save, and who can see what.
- [Daily schedule](http://localhost:4205/en/docs/practitioner/daily-schedule): Your Today tab, the calendar, and how to mark yourself unavailable.
- [Overview for practitioners](http://localhost:4205/en/docs/practitioner): What the dashboard shows you and how a typical consultation flows.
- [Medical history](http://localhost:4205/en/docs/practitioner/medical-history): Find past visits, allergies, medication, and chronic conditions for a client.
- [Add a client](http://localhost:4205/en/docs/receptionist/add-client): Fill in the intake form and create a new client record.
- [Book an appointment](http://localhost:4205/en/docs/receptionist/book-appointment): Pick a time, assign a practitioner, and confirm the client.
- [Check in clients](http://localhost:4205/en/docs/receptionist/check-in): Move a booking from "Scheduled" to "In consultation" when the client arrives.
- [Client history](http://localhost:4205/en/docs/receptionist/client-history): Find past visits, documents, and notes for a client.
- [Import clients](http://localhost:4205/en/docs/receptionist/import-clients): Upload a CSV to migrate clients from another system into MediSync.
- [Overview for receptionists](http://localhost:4205/en/docs/receptionist): Your day-to-day workflow — clients, appointments, check-in.
- [Reschedule or cancel](http://localhost:4205/en/docs/receptionist/reschedule-cancel): Move an appointment, cancel it, and understand the cancellation window.
- [Tags](http://localhost:4205/en/docs/receptionist/tags): Flag clients or records for follow-up, test results, billing issues, and more.
- [Contact support](http://localhost:4205/en/docs/reference/contact-support): How to reach the MediSync team and what to include in your request.
- [FAQ](http://localhost:4205/en/docs/reference/faq): Frequently asked questions across all user types.
- [Marketing site](http://localhost:4205/en/docs/reference/marketing-site): What the public MediSync landing page covers and where its copy lives.
- [Troubleshooting](http://localhost:4205/en/docs/reference/troubleshooting): Common problems and how to fix them.
- [استخدام بوابة العملاء](http://localhost:4205/ar/docs/client-portal): ما الذي تستطيع فعله اليوم في بوابة عملاء ميديسينك وما القادم قريباً.
- [إنشاء حساب](http://localhost:4205/ar/docs/client-portal/register): أنشئ حساب عميل على ميديسينك عند دعوة عيادتك لك أو عند زيارتك بلا موعد.
- [تسجيل الدخول](http://localhost:4205/ar/docs/client-portal/sign-in): سجّل الدخول إلى بوابة العملاء، واستعد كلمة المرور المنسيّة، واستخدم تسجيل الدخول بجوجل.
- [المواعيد القادمة](http://localhost:4205/ar/docs/client-portal/upcoming-appointments): اطّلع على زياراتك المجدولة. (قريباً.)
- [الاطّلاع على السجلات](http://localhost:4205/ar/docs/client-portal/view-records): حمّل سجلاتك الطبية وفواتيرك وإيصالاتك. (قريباً.)
- [التحليلات](http://localhost:4205/ar/docs/clinic-admin/analytics): مؤشرات شاملة للعيادة — حجم العملاء، واتجاهات المواعيد، ولقطة للإيرادات.
- [WhatsApp messages from automation rules](http://localhost:4205/ar/docs/clinic-admin/automation-messaging-providers): Set up a WhatsApp sender for your automation rules, and configure a per-org credential for the messages they send.
- [الفوترة والخطط](http://localhost:4205/ar/docs/clinic-admin/billing-plans): اختر خطة، وأدر الفواتير، وأضف الإضافات، واطّلع على ما يُخصم.
- [إدارة منشورات المدوّنة](http://localhost:4205/ar/docs/clinic-admin/blog-posts): إنشاء المنشورات والعثور عليها وتنظيمها وأرشفتها من صفحة المدوّنة.
- [Bookable resources & procedure roles](http://localhost:4205/ar/docs/clinic-admin/bookable-resources): Add doctors, staff, rooms, and equipment to your resource catalogue, then define which roles each procedure needs and which one is the primary role.
- [ضبط حقول العملاء](http://localhost:4205/ar/docs/clinic-admin/client-field-config): حدّد أيّ بيانات عملاء تلتقطها عيادتك — نمط الاسم، والحقول الإلزامية، والحقول المخصّصة.
- [الفواتير](http://localhost:4205/ar/docs/clinic-admin/client-invoices): افوتر مرضاك على الرعاية التي قدّمتها — أنشئ فاتورة وأصدرها برقم، وسجّل المدفوعات، وأرسل ملف PDF، وحوّل عرض سعر مقبول إلى فاتورة.
- [Dashboard templates](http://localhost:4205/ar/docs/clinic-admin/dashboard-templates): Publish starting dashboards for your team and set per-role defaults.
- [تخزين المستندات](http://localhost:4205/ar/docs/clinic-admin/document-storage): رفع الملفات وتنظيمها ومتابعة استخدام سعة التخزين للعيادة.
- [Payments in Egypt (Kashier)](http://localhost:4205/ar/docs/clinic-admin/egypt-payments): How Egyptian clinics add a card and pay invoices — processed by Kashier instead of Stripe.
- [أكمل إعداد عيادتك](http://localhost:4205/ar/docs/clinic-admin/finish-setup): استخدم معالج الترحيب وقائمة الإعداد لتجهيز عيادتك بعد إنشاء منظمتك.
- [نظرة عامة للمسؤول](http://localhost:4205/ar/docs/clinic-admin): ما الذي تتحكم به بصفتك مسؤولاً عن العيادة في ميديسينك، ومن أين تبدأ.
- [Leads (sales pipeline)](http://localhost:4205/ar/docs/clinic-admin/leads): Track prospective clients from first contact through conversion, see where they came from, and win back patients who've drifted away.
- [Loyalty program](http://localhost:4205/ar/docs/clinic-admin/loyalty): Reward repeat clients with points for visits and payments, let them redeem points for credit, and track the program with a leaderboard, transaction log, and analytics dashboard.
- [الوحدات](http://localhost:4205/ar/docs/clinic-admin/modules): تفعيل أو تعطيل مجموعات الميزات (المواعيد، المخزون، الفوترة، …) في عيادتك.
- [إعداد المؤسسة](http://localhost:4205/ar/docs/clinic-admin/organization-setup): الاسم والشعار والمعرّف والمنطقة الزمنية وبيانات التواصل لعيادتك.
- [عروض الأسعار](http://localhost:4205/ar/docs/clinic-admin/quotations): أنشئ عروض الأسعار وأرسلها وتابعها — بنود من الكتالوج، وقوالب ثنائية اللغة، وروابط مشاركة آمنة، وتحويل بنقرة إلى أمر بيع.
- [Set up your clinic to take bookings](http://localhost:4205/ar/docs/clinic-admin/set-up-booking): Configure the core requirements before your clinic can take its first appointment.
- [SMS providers and fallback](http://localhost:4205/ar/docs/clinic-admin/sms-providers): Connect your own SMS carriers, set which ones are used in each country, and see exactly what was sent.
- [الموظفون والأدوار](http://localhost:4205/ar/docs/clinic-admin/staff-roles): دعوة الزملاء، وتعيين الأدوار، وإدارة ما يستطيع كل شخص فعله.
- [Get alerted before stock expires](http://localhost:4205/ar/docs/clinic-admin/stock-expiry-alerts): Set up an automation rule that notifies you when a batch of stock is coming up on its expiry date.
- [المورّدون](http://localhost:4205/ar/docs/clinic-admin/suppliers): إدارة دليل موردي العيادة — البحث والتصفية والتعديل والإجراءات الجماعية والتصدير.
- [Website builder](http://localhost:4205/ar/docs/clinic-admin/website-builder): Build, publish, and measure your clinic's public website without leaving MediSync.
- [قبول دعوة](http://localhost:4205/ar/docs/getting-started/accept-invite): كيفية الانضمام إلى عيادة على ميديسينك بعد دعوة المسؤول لك.
- [Customize your dashboard](http://localhost:4205/ar/docs/getting-started/customize-dashboard): Add widgets, arrange your overview, and save layouts you can switch between.
- [الملف الشخصي والأمان](http://localhost:4205/ar/docs/getting-started/profile-security): تحديث ملفك الشخصي، وتغيير كلمة المرور، وإعداد المصادقة الثنائية.
- [تسجيل الدخول](http://localhost:4205/ar/docs/getting-started/sign-in): كيفية تسجيل الدخول إلى ميديسينك، واستعادة كلمة المرور المنسيّة، وتسجيل الدخول بحساب جوجل.
- [أهلاً بك](http://localhost:4205/ar/docs): دلائل مفصّلة لاستخدام ميديسينك — من تسجيل الدخول إلى إدارة يوم كامل في العيادة.
- [ملاحظات العميل](http://localhost:4205/ar/docs/practitioner/client-notes): محرّر الملاحظات، والقوالب، والحفظ التلقائي، ومن يرى ماذا.
- [الجدول اليومي](http://localhost:4205/ar/docs/practitioner/daily-schedule): تبويب اليوم، والتقويم، وكيفية وضع علامة عدم التوفّر.
- [نظرة عامة للممارس](http://localhost:4205/ar/docs/practitioner): ما الذي تعرضه لوحتك وكيف يسير الاستشارة النموذجية.
- [التاريخ الطبي](http://localhost:4205/ar/docs/practitioner/medical-history): اعثر على الزيارات السابقة، والحساسية، والأدوية، والحالات المزمنة لعميل.
- [إضافة عميل](http://localhost:4205/ar/docs/receptionist/add-client): املأ نموذج الإدخال وأنشئ سجلاً جديداً لعميل.
- [حجز موعد](http://localhost:4205/ar/docs/receptionist/book-appointment): اختر الوقت، وعيّن الممارس، وأكّد العميل.
- [تسجيل وصول العملاء](http://localhost:4205/ar/docs/receptionist/check-in): انقل الحجز من «مجدول» إلى «في الاستشارة» عند وصول العميل.
- [تاريخ العميل](http://localhost:4205/ar/docs/receptionist/client-history): اعثر على الزيارات السابقة والمستندات والملاحظات لعميل.
- [استيراد العملاء](http://localhost:4205/ar/docs/receptionist/import-clients): ارفع ملف CSV لنقل العملاء من نظام آخر إلى ميديسينك.
- [نظرة عامة لموظفي الاستقبال](http://localhost:4205/ar/docs/receptionist): سير عملك اليومي — العملاء، والمواعيد، وتسجيل الوصول.
- [إعادة الجدولة أو الإلغاء](http://localhost:4205/ar/docs/receptionist/reschedule-cancel): انقل موعداً، وألغه، وافهم نافذة الإلغاء.
- [الوسوم](http://localhost:4205/ar/docs/receptionist/tags): ضع علامات على العملاء أو السجلات للمتابعة، ونتائج الفحوصات، ومسائل الفوترة، وغيرها.
- [التواصل مع الدعم](http://localhost:4205/ar/docs/reference/contact-support): كيفية الوصول إلى فريق ميديسينك وما الذي يجب إرفاقه في طلبك.
- [الأسئلة الشائعة](http://localhost:4205/ar/docs/reference/faq): الأسئلة الأكثر تكراراً عبر جميع أنواع المستخدمين.
- [الموقع التسويقي](http://localhost:4205/ar/docs/reference/marketing-site): ما الذي تغطيه صفحة الهبوط العامة لـ MediSync وأين توجد نصوصها.
- [حل المشكلات](http://localhost:4205/ar/docs/reference/troubleshooting): المشكلات الشائعة وطريقة حلّها.