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 clinic name, a contact email for team notifications (like new client messages), and a short introduction.

3. Click Create team. You land directly in your new clinic account.

Work through your setup checklist

Your clinic account opens on a checklist that tracks your progress through the six setup steps. Each step takes a few minutes. Here is what each one does, with a guide for the details.

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.

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.

Read the guide: Building your clinic page

3. Add your addresses

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

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.

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.

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.

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 billing, the clinic page, services, addresses, and invitations. 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.