Receptionist / front desk
About 1 week · the daily engine of the clinic
Learning paths — how to learn the whole system
Setting up is one thing; learning ClinicSoftware.com is another. Choose the route that suits your team: by role, week by week, or module by module.
In short
Complete the guided setup path first. Then pick one learning route, watch the short videos and book the full training webinar in your first fortnight.
How the onboarding fits together
Three ingredients in order: set up, learn, then train live. Most teams can be confidently running within a month.
Option A
Learn by role
Each person follows a focused track for their day-to-day job.
Best for teams of two or more
Option BThe four-week plan
Fifteen minutes a day, five days a week, in a clear order.
Best for owners and managers
Option CModule by module
Work through the knowledge-base topics at your own pace.
Best for refreshers and self-paced learning
Watch first — video tutorials
Ten minutes of watching can save an hour of clicking around.
The basics: Activity & CalendarSee the everyday workflow on a computer, tablet and phone.7:31 minGet started: full training webinarA complete walkthrough for preparing the business for growth.3:29 hrsStart using marketing automationLearn how to gather information and communicate automatically.7:08 min
A tip for the webinar: do the setup path and your first week of learning first. The longer session makes far more sense once the menus feel familiar.
Option A — learn by role
Nobody needs every feature on day one. Give each person the shortest route to confidence in their role.
Therapist / practitioner
About 1 week · everything clinical
Manager / owner
2–3 weeks · the whole machine
Marketing / growth
About 1–2 weeks · filling the calendar
Option B — the four-week plan
Spend fifteen minutes a day reading one short guide, then practise the task once on a test client.
Week 1
Foundations & front desk
Goal: run a normal dayWeek 2
Clinical records
Goal: paperless treatmentsWeek 3
Money, stock & team
Goal: know where every pound goesWeek 4
Growth & automation
Goal: the system works while you sleepDay 1Leads
Day 3Automations
Option C — module by module
Prefer to wander? The knowledge-base topics are the modules. Finish one before starting the next.
Open the topic grid on the homepage →
Five habits that make the training stick
Small routines make new software feel familiar much faster.
Appoint one champion
One person learns each feature first and becomes the team’s calm point of contact.
Practise on a test client
Use your own name and phone number so every message and form is safe to test.
Little and often beats marathons
Fifteen focused minutes a day is easier to remember than one long session.
Learn it the day you need it
Read the relevant guide on the morning you plan to use the feature.
When stuck, ask — fast
Search the knowledge base first, try AI Copilot second, then contact support.
Want us to train your team?
Book essential training or the full webinar and we’ll tailor the session to your roles and priorities.