> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Receptionist Quick Start

> A short guide for receptionists handling appointments, patients, and front-desk billing in OdontoX.

As a receptionist, you are the hub of the front desk. This guide covers booking appointments, checking patients in, and handling payments.

## Before you start

* Your clinic admin must invite you to the clinic.
* You must accept the invitation and log in.

## Step 1: Book an appointment

Open the **Calendar** and click **New Appointment**.

* Choose the patient, doctor, procedure, and room.
* Set the duration.
* Add any notes.
* Save.

If you do not know which doctor will see the patient yet, leave the doctor field empty to create an **unassigned appointment**.

[How to book appointments →](/clinical/appointments)

## Step 2: Register a new patient

If the patient is new, go to **Patients → Add Patient** and enter their details.

* Only tick **Provide portal access** if the patient needs to log into the portal. This uses a portal seat.
* Fill in medical history if the patient provides it.

[How to add a patient →](/clinical/patients)

## Step 3: Check patients in

When a patient arrives, open their appointment and change the status to **Checked In**.

The doctor will see the patient is ready.

## Step 4: Create invoices and record payments

After the doctor finishes the visit:

* Create an **invoice** from the appointment's Billing tab or the Invoices module.
* The total is checked against your clinic's safety cap.
* Record the payment.
* A receipt is generated automatically.

[How invoices work →](/finance/invoices)\
[How receipts work →](/finance/receipts)

## Step 5: Send reminders and follow-ups

If your clinic uses WhatsApp, confirmations and reminders can send automatically. You can also send manual messages from the WhatsApp inbox.

[How WhatsApp works →](/admin/whatsapp)

## Common next steps

* [Reschedule or cancel appointments](/clinical/appointments)
* [Create quotations](/finance/quotations)
* [Manage installment plans](/finance/installment-plans)
* [Check the appointment queue](/clinical/appointment-queue)

## Need help?

Email us at [hi@odontox.io](mailto:hi@odontox.io) or open a ticket from **Settings → Support**.