Complete the Launch checklist
Work through the Launch steps that get your clinic ready to take its first patients.
- Who can do this
- Staff with the Manage clinic settings capability (the owner and managers by default)
- Where in Oben
/settings/launch
Launch is a short list of steps that takes your clinic from a new account to open for patients. Each step shows To do, Done or Skipped.
Steps
- Open Settings, then Clinic, then Launch. If you are the owner, you can also select Finish setup on the Dashboard (it shows how many steps are done).
- Choose a step in the list on the left, such as This is your clinic, Invite your team or Your website.
- Read the short note at the top of the step and fill in what it asks. For example, in This is your clinic, check your clinic details and choose your Practice focus.
- Confirm the step with its button, such as This is our website, These hours are right or This is the offer. A Saved ✓ note appears.
- Some steps can wait. Use It's just me for now on the team step, or I'll do this later on the payments step, and come back any time.
- Once This is your clinic, Your offers and Booking hours are confirmed, open Open your clinic, copy your link and select We're open.
Good to know
- Other staff see a note that setup lives with the owner and managers.
- Start fresh is the quickest way through your first week. Bringing patients over continues in Settings → Migration.
- In Your website, Clinic page address is where patients request appointments and opt in to texts. If that address already points to another site, choose another one, such as an appointments address.
- After you open, Launch shows You're open and the link to share with patients.