Help

Step-by-step guide

Pick your role below — every screen you'll actually use, walked through in the order you'd naturally click through it.

1
Overview

Your landing screen when you log in — a quick snapshot of the clinic.

Overview
  • Staff, Doctors, and Receptionists counts at a glance
  • Bookings this week — online and walk-in bookings shown together
  • Your subscription plan and renewal date
  • Public booking links — one per doctor, with a copy button. Share this directly with patients; their live queue-tracking link is generated automatically once they book, nothing extra to share.
2
Staff — adding someone new

Add a new doctor or receptionist to the clinic from here.

Staff — adding someone new
  • Pick the role first — Doctor or Receptionist — the form adjusts to match
  • Consultation fee and minutes are optional, and only apply to doctors
  • Check "Primary doctor for this clinic" if this is the main/default doctor
3
Staff — managing existing members

Each staff member has a three-dot menu for quick actions.

Staff — managing existing members
  • Edit — update their details
  • Deactivate — removes their access without deleting their history
4
Schedules — bulk create

Set a doctor's working hours for a whole date range in one go, instead of day by day.

Schedules — bulk create
  • Select the doctor from the pill at the top if the clinic has more than one
  • The weekly view underneath shows all shifts and leave for that doctor at a glance
  • Pick a start and end date, set the shift block, and use "Add another block" for split hours — like a morning and an evening shift
5
Schedules — marking leave

Mark a doctor unavailable for a date — full day or partial.

Schedules — marking leave
  • Full day pauses online booking for that date entirely
  • Partial leave lets you set specific hours the doctor is out instead
  • Already-booked patients stay in the queue — this only affects new bookings, not existing ones
6
Schedules — deleting & removing

Removing a shift or a leave entry always asks you to confirm first.

Schedules — deleting & removing
Schedules — deleting & removing
  • Deleting a shift only removes that specific block — already-booked patients on that date aren't affected
  • Removing a leave entry resumes online booking normally for that date
7
Subscription

A read-only view of the clinic's current plan.

Subscription
  • Shows plan name, status, renewal date, billing amount, and payment status
  • Renewing or cancelling isn't done from this page — that's handled by your ClinixLine administrator
8
Settings

The main controls for how booking and the live queue behave, clinic-wide.

Settings
  • Online booking — lets patients book themselves via the public page
  • Walk-in booking — lets front-desk staff add walk-ins directly to the queue
  • Booking window — how many days ahead patients can book (0 means same-day only)
  • Default booking date — which date the public booking page opens to by default
  • Show live queue — controls whether patients can publicly track their position
  • Auto-call next patient — automatically advances the queue once a consultation is completed
  • Nothing here saves automatically — click "Save changes" when you're done
9
Profile

Your own personal details as the clinic admin.

Profile
  • Update your own name, mobile number, or email here
  • This is about YOUR account specifically, not the clinic's shared settings