How do I set up my clinic in the first week?

    The order to set up your GRAICE clinic, from first sign-in to a working booking page and payments.

    How do I set up my clinic in the first week?

    Clinic sign-up on GRAICE is by invitation, so you cannot create a clinic yourself from the sign-up page. When you receive an invitation, open its link, enter your name and password, accept the terms, and sign in. Every clinic also receives one-on-one onboarding from GRAICE.

    Who can do this: clinic owners and administrators.

    Your first sign-in

    If your clinic has not finished onboarding, GRAICE sends you to a setup wizard with three steps: Organization Profile, Invite Team and Get Started.

    Suggested order

    Open Settings from the gear icon at the bottom of the left menu.

    1. Settings → General → My Team. Invite your staff and set their roles. See Invite your team.
    2. Settings → Customize → Logo & Branding. Add your logo and colors. See Logo and branding.
    3. Settings → Payments → Payment Settings. Connect Stripe. See Connect payments.
    4. Settings → Payments → Billable Services. Add what you charge for. See Billable services and invoices.
    5. Settings → General → Integrations. Connect Google Workspace for telehealth and calendar sync. See Google Workspace.
    6. Ask each clinician to set their hours under Settings → Online Booking → Availability. See Availability.
    7. Review Settings → General → Bookings & Cancellations and Settings → Customize → Personalized URL. See Online booking.

    Check your progress

    Clinicians see a Finish setting up card on their dashboard with five steps: connect payouts, add billable services, set availability, complete a profile, and connect Google Workspace. Each step turns green when it is done.

    How do I set up my clinic in the first week? | GRAICE