Onboarding your clinic to Promptd

We're the first marketplace built to onboard clinics and every member of their team. A clinic account gives you one place to manage your public presence, your practitioners, your services, and the messages clients send you.

Create your clinic account

1. Log in to Promptd, open the account menu in the top right corner, and click Create a team. You can also start from the pricing page: choosing the Team plan brings you to the same form after you log in or sign up.

2. Enter your Team name and a Contact email for team notifications, like new client messages.

3. Click Create team. The setup wizard opens.

Set up your clinic in the wizard

The wizard builds your clinic page with you, one step at a time. It has four parts:

• Your website: enter your clinic's website and click Read this site. We read it and fill in the next steps for you. You can also click Skip and fill everything in yourself.
• Clinic page: your Intro, Overview, Logo and Photos.
• Catalog: your Addresses and Services.
• Your team: the Providers who work at your clinic. We start a profile for each person you tick and fill it in from their page on your site and any links you add. LinkedIn links can't be used: LinkedIn blocks us from reading its pages. You or they can finish it later.

Click Save & exit to leave at any time. Until you finish, a Clinic setup card sits at the bottom of the sidebar. Click Continue on it to go back to the wizard.

Click Finish on the last step. You land on your clinic home.

Your clinic home

Your clinic home is Home in the sidebar. It has:

• The top: your clinic name, how many profiles are live ("2 of 3 profiles live"), and your unanswered messages and booking requests. Click Edit clinic page to edit your clinic page, or View clinic page to see it as clients do.
• Action items: what to do next, most urgent first, like turning on booking, finishing your clinic page, adding your address, its photos or its features, adding services, finishing profiles or following up on invites. Each card's button takes you straight there.
• Clients and inquiries: everyone in contact with your clinic, with Needs reply first.
• Providers: every profile, live or draft, with a Create profile button. Long lists show the first 10, then Show all.

Setup tasks and their guides

Each task below has its own guide. Here is what it does and where to find it.

1. Set up billing

Subscriptions are billed per provider profile: to advertise 5 practitioners, you set your subscription quantity to 5. There is no charge for admin staff, and your clinic page is free.

Where: Settings in the sidebar, then Billing.

Read the guide: Setting up billing for your clinic

2. Build your clinic page

Your clinic page is your team's public presence on Promptd. It aggregates all your provider profiles and is linked from each one.

Where: the Clinic page part of the wizard. After that, Edit clinic page on your clinic home.

Read the guide: Building your clinic page

3. Add your addresses

Define each location once, then link it to any provider who works there.

Where: the Addresses step of the wizard. After that, Addresses in the sidebar.

Read the guide: Adding your clinic addresses

4. Define your services

Define a service once at the clinic level, then assign it to the providers who deliver it. Providers can keep the default pricing or set their own.

Where: the Services step of the wizard. After that, Services in the sidebar.

Read the guide: Defining your clinic services

5. Invite your team members (optional)

Invite practitioners with a shareable link or by email, and pick the right role for each person. If you prefer to create every profile yourself, you can skip this step.

Where: Settings in the sidebar, then Members, or Invite on a draft's row in Providers on your clinic home.

Read the guide: Inviting your team members

6. Create provider profiles

A provider profile is the public presence of an individual practitioner. Create profiles yourself, or let invited practitioners create their own.

Where: the Providers step of the wizard starts profiles. After that, Create profile in the Providers section of your clinic home.

Read the guide: Creating provider profiles

FAQ

Why can't I create provider profiles yet?

You need an active Team subscription with enough profile seats first. Head to your clinic's Settings to subscribe; the billing guide walks through it.

Who can do what on a clinic account?

Owners and admins manage the clinic page, services, addresses, and invitations. Only the owner manages billing. Members can create and edit their own provider profile. See roles and permissions for the full breakdown.

I was invited to a clinic. Where do I start?

See joining a team on Promptd for the practitioner's side of onboarding.