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Quick Reference

A cheatsheet for common tasks, appointment statuses, roles, and plan limits.

First-day checklist

  1. 1Create your account and confirm your email
  2. 2Complete the onboarding wizard (practice name, location, team size)
  3. 3Add at least one provider in the Schedule workspace
  4. 4Add your first patient
  5. 5Book your first appointment
  6. 6Invite team members from Settings → Members
  7. 7Subscribe to a paid plan when ready (Settings → Billing)

Common tasks

TaskWhere to do it
Add a patientSchedule → Add patient
Book an appointmentSchedule → Schedule appointment (or + button in calendar)
Update appointment statusSchedule → Calendar or List view → Status dropdown
Add a providerSchedule → Providers card → Add provider
Create a recall campaignRecalls → New campaign
Invite a team memberSettings → Members → Invite member
View analyticsAnalytics → KPI dashboard
Manage billing or change planSettings → Billing → Manage billing

Appointment statuses

StatusMeaning
ScheduledBooked, not yet confirmed
ConfirmedPatient confirmed attendance
CompletedVisit finished — counts toward KPIs
CancelledSlot released, patient notified
No-showPatient did not attend — counted in no-show rate
RescheduledMoved to a new slot; original record archived

Roles summary

RoleKey access
OwnerAll access including billing and ownership transfers
AdminFull operational access, settings, and billing
ProviderAppointments and patients at assigned location
StaffScheduling support, no settings or billing

Plan quick reference

PlanLocationsPatientsRecalls / moAnalytics
Free1500——
Solo12,000200—
Practice510,0001,000✓
ClinicUnlimitedUnlimitedUnlimited✓

Billing & Plans — All plans are billed monthly. No annual lock-in during the current pilot period.

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