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As a clinic admin, you are responsible for setting up OdontoX so the rest of your team can start working. This guide walks you through the first steps.

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Before you start

  • Your clinic account must be approved.
  • You must be logged in with the Admin role.

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Step 1: Set up your clinic profile

Go to Settings → Clinic and enter:
  • clinic name and legal name
  • tax ID
  • email, phone, and address
  • logo and brand color
The legal name and tax ID appear on invoices and prescriptions, so make sure they match your business registration. How to set up your clinic →

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Step 2: Add your operating hours

Go to Settings → Clinic → Operating Hours and set your schedule for each day of the week. This controls appointment availability and patient-facing booking.

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Step 3: Invite your team

Go to Settings → Staff Management → Invite Staff and add:
  • doctors
  • receptionists
  • other admins
Each person gets an invitation email. They will appear under your clinic once they accept. How to invite staff →

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Step 4: Set up your Service Catalog

Go to Settings → Service Catalog and add the procedures your clinic offers with their prices. This makes booking, treatment plans, and invoicing faster because prices fill in automatically.

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Step 5: Configure notifications

Go to Settings → Notifications and choose who receives each type of notification. For example, you might send appointment confirmations to receptionists and lab-due alerts to doctors.

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Step 6: Check your subscription

Go to Settings → Subscription to see your plan, trial status, and usage. If you need more staff seats, portal seats, or storage, request an upgrade from this page.

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Common next steps

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Need help?

Email us at [email protected] or open a ticket from Settings → Support.