Helpoben.care

Use the Clinic Setup Assistant

Describe your clinic in plain words, review the settings the assistant proposes, and save only the ones you approve.

Who can do this
The clinic owner
Where in Oben
/settings/clinic-setup

Saved in this browser only, so every article can open its screen.

The Clinic Setup Assistant reads your current setup and proposes changes such as services, products, hours and forms. Nothing is saved until you approve it.

Steps

  1. Open Settings → AI Assistants → Clinic setup.
  2. In What would you like to set up?, describe your clinic and what you want help with. Include only clinic setup, never patient information.
  3. Select Prepare a proposal.
  4. If the assistant asks questions, answer them and select Update proposal with my answers.
  5. Under Review your setup, open Review and edit details on each change and fix anything that is wrong.
  6. Tick the box on each change you approve.
  7. Select Apply approved changes. Oben saves them one by one and shows how many were saved.

Good to know

  • Ticking a box saves nothing. Only Apply approved changes saves.
  • To stop partway, select Stop after this change. Saved changes stay saved.
  • Clinic details, hours, calendars, rooms and equipment, and the website address take effect as soon as they are saved.
  • Products, offers, online booking, the website assistant, lessons and forms are saved unpublished or off. Publishing or turning them on is a separate step in Settings.
  • If the page says the assistant is not configured, check that the Clinic Setup Assistant is turned on in AI Center → Agents and still has its setup tool. Ask Oben support if it is on and the message stays.
  • Discard draft clears your description and the proposal.
  • When you ask a setup question under Ask Oben (the question mark at the top of the screen), the answer may offer Prepare this with the Clinic Setup Assistant. It opens this page with the question added to your description. Nothing is sent until you select Prepare a proposal.