From sign-up to first booking
Ten steps, in the order that works. Most of it is typing in things you already know: your hours, your prices, your team and who works when.
Your setup checklist
Owners do steps 1 to 9. Your front desk joins at step 10.
The calendar works before WhatsApp is connected. You can finish steps 1 to 5, run your diary in Mediora for a week, and connect WhatsApp when the front desk is comfortable.
Tick steps off as you go. Your progress is saved in this browser only.
Create your clinic
OwnerSign up with your clinic's name, your name, your email and a password. Your clinic is created with you as its owner, on the Free plan, with no card.
- Passwords need 12 or more characters, with upper case, lower case and a number.
- Your clinic starts with a default week: Monday to Saturday, 9:00 to 17:00, Sunday closed.
Set your timezone and hours
OwnerAdd your address and contact numbers, choose your clinic's timezone, and set opening hours for each day. Mark days you're closed.
- Everything runs on clinic time: reminders, daily totals and what counts as 'after hours'.
- Closing time must be after opening time. Mediora checks that for you.
Add your services
OwnerList what you offer with a price and a duration. The duration is what the calendar uses to find free time, so it matters more than anything else here.
- Durations from 1 minute to 24 hours. Group services into categories if you like.
- Stop offering something? Archive it. Past bookings and reports keep it intact.
- Price changes never reprice appointments that are already booked.
Invite your team
OwnerAdd receptionists and doctors by name and email. Each gets a temporary password, shown to you once, that they change the first time they sign in.
- Temporary passwords are valid for 72 hours.
- Receptionists run the inbox and calendar. Doctors write notes and prescriptions.
- Suspend anyone with one click; they're signed out on their next request.
Set doctor rosters and leave
OwnerGive each doctor a weekly roster, including split shifts, and record leave as dated periods. Public holidays go in as leave too.
- Free slots are your opening hours, overlapped with the doctor's roster, minus leave and existing bookings.
- Leave that clashes with existing bookings is refused, and the clashes are listed so you can move them.
Connect WhatsApp Business
OwnerConnect your clinic's own WhatsApp Business account on Meta's platform: its account ID, phone number ID and access token, plus the app secret and a verify token for incoming messages.
- Mediora checks the credentials with Meta before saving them. A failed attempt leaves a working connection untouched.
- Access tokens are encrypted at rest. A 'Check connection' button tells you if a token stops working.
Sync and write templates
OwnerImport the message templates already in your Meta account, or write new ones and submit them for Meta's review. Approval arrives automatically.
- Confirmation and reminder templates can use up to six details: patient, clinic, service, date, time and doctor.
- Templates are how you reach a patient after WhatsApp's 24-hour reply window closes.
Turn on confirmations and reminders
OwnerChoose the approved templates for booking confirmations and reminders, and how long before an appointment the reminder goes out.
- Reminder lead time: anywhere from 15 minutes to 14 days. The default is 24 hours.
- A message that fails to send never cancels the appointment.
Switch on the assistant
OwnerProfessional+Name your assistant, add any instructions, and write knowledge entries for the questions your front desk answers all day: parking, insurance, what to bring. Then flip the switch.
- Booking and cancelling are separate switches. Cancelling is off by default.
- Add your own escalation keywords, and the message patients see when a person takes over.
- Prices come from your service list, so the assistant never makes one up.
Go live
Front deskYour team works the shared inbox and calendar. When the assistant is on, it answers first, and anyone can take a conversation over with one click.
- Taking over mutes the assistant on that conversation and assigns it to you.
- Bookings from staff and from the assistant land on the same calendar, marked by source.
Continue?
Step one takes about a minute. The free plan needs no card and no sales call.
Or book a demo