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

# Clinic owner: Set up your clinic and run it day to day

> Your first week as the owner in Dentolize or Medicolize: set up the clinic, branches and hours, add your team, enter your prices and messages, then follow the clinic every day.

> [card] [Download the PDF guide](https://assets.dentolize.com/docs/owner-en.pdf)
>
> The same guide in 3 pages, to print or keep.

## Log in and get the app

* **Log in:** Open **my.dentolize.com** (dental) or **my.medicolize.com** (medical). Log in with your **email**, or click **Or login with username** and enter the **Clinic Login Name**, your username and password.
* **Forgot password:** **Email login:** click **Forgot your password?** and use the link we email you. **Username login:** ask your clinic owner or admin to reset it in **Settings → Users**.
* **Mobile app:** Install it from the links below. One app works for both Dentolize and Medicolize accounts.

> [card] [my.dentolize.com](https://my.dentolize.com/auth/login)
>
> Dental clinics

> [card] [my.medicolize.com](https://my.medicolize.com/auth/login)
>
> Medical clinics

> [card] [App Store](https://apps.apple.com/eg/app/dentolize/id1612892336)
>
> iPhone app

> [card] [Google Play](https://play.google.com/store/apps/details?id=com.dentolize.dentolize)
>
> Android app

## 1. Clinic, branches and opening hours

In **Settings → Clinic → Main**, check the **Clinic Name**, **Clinic Login Name**, **Currency**, **Tax**, **Default Language for Patients** and **Company Logo**. In **Settings → Branches**, set each branch's address, phone numbers and **Diagnostic Fees**. Then set the hours: in **Calendar**, click the **gear** and change the **Opening Time** (1) and **Closing Time** (2) for each day. **Apply to All** (3) copies the first day to the others, and **Break** (4) adds a break between two shifts. Click **Update**.

![Clinic, branches and opening hours](https://mintcdn.com/dentolize/UIWQFbo6iguiaX9m/images/en/faq/opening-hours-3.webp?fit=max\&auto=format\&n=UIWQFbo6iguiaX9m\&q=85\&s=ce240e057d513697de09449afb127179)

**Read more:** [Clinic & branch settings](https://docs.dentolize.com/en/setup-settings/basic-branch-settings.md) · [Change opening hours](https://docs.dentolize.com/en/faq/opening-hours.md) · [Close a day](https://docs.dentolize.com/en/faq/close-a-day.md)

## 2. Add your team and their permissions

Go to **Settings → Users** and click **New User**.

1. Choose the login method (1): **By Email** or **By Username**.
2. Enter the **Name** (2) and pick the **Branches to access** (3).
3. Choose a **Permission Group** (4), such as Doctors or Reception.
4. For a doctor, tick **Doctor** (5) and set **Doctor percentage**: it starts at 100%.
5. Click **Create** (6).

![Add your team and their permissions](https://mintcdn.com/dentolize/OgCV_QfcUf4_b5A5/images/en/faq/add-user-3.webp?fit=max\&auto=format\&n=OgCV_QfcUf4_b5A5\&q=85\&s=00656c07b6b89e3925da5983868c4231)

> [!TIP]
>
> To change what a group can see or do, open **Settings → Permission Groups**.

**Read more:** [Add a new user](https://docs.dentolize.com/en/faq/add-user.md) · [Permission groups](https://docs.dentolize.com/en/setup-settings/users-permissions-settings.md) · [Limit what users see](https://docs.dentolize.com/en/faq/limit-what-users-see.md)

## 3. Procedures and prices

Go to **Settings → Procedures and Prices**. Procedures are grouped in tabs (1); click **+** (2) to add a group. Click **New Field** (3) at the bottom of a group to add a procedure with its **Price**, or edit prices directly in the table and click **Save**. Price lists hold different prices, for example for an insurance company.

![Procedures and prices](https://mintcdn.com/dentolize/OgCV_QfcUf4_b5A5/images/en/faq/add-procedure-2.webp?fit=max\&auto=format\&n=OgCV_QfcUf4_b5A5\&q=85\&s=551be72e5932711c482915f4b08ff12b)

**Read more:** [Procedures & prices](https://docs.dentolize.com/en/setup-settings/procedures-prices-settings.md) · [Add a procedure](https://docs.dentolize.com/en/faq/add-procedure.md) · [Price lists](https://docs.dentolize.com/en/faq/price-lists.md)

## 4. Messages, WhatsApp bot and SMS

Automatic messages are templates in **Settings → Templates → SMS**. Click **New SMS**, choose **Send When** (1), for example a reminder before appointments, and the **Message Channels** (2): SMS or WhatsApp Bot. Your SMS balance is under **Available Messages** in **Settings → Clinic → Main**. To link the WhatsApp bot, use the owner account: **Settings → Integrations → WhatsApp Bot → Login with Facebook**.

![Messages, WhatsApp bot and SMS](https://mintcdn.com/dentolize/Yee6vIasqFot7J2v/images/en/integrations/sms-template-form.webp?fit=max\&auto=format\&n=Yee6vIasqFot7J2v\&q=85\&s=70341622aa1d6334a18e2fb0b36c4710)

**Read more:** [SMS](https://docs.dentolize.com/en/integrations/sms.md) · [Activate the WhatsApp bot](https://docs.dentolize.com/en/faq/whatsapp-bot-activation.md) · [SMS balance](https://docs.dentolize.com/en/faq/sms-balance-sender-name.md)

## 5. Online payments

Let patients pay an invoice by card from a link: go to **Settings → Integrations → Online Payments**, turn on **Active**, click **New Item**, and enter the **Name**, **Payment Provider**, its credentials and the **Received Treasury**. Choose the **Default Payment Provider** and click **Update**. Staff then click **Generate Payment Link** on an invoice. **Feature Disabled**? Ask support to enable it.

> [!TIP]
>
> Clinic in Saudi Arabia? Connect ZATCA (Fatoora) once from **Settings → Business Registration** and the ZATCA integration page with an OTP. See [Connect ZATCA](https://docs.dentolize.com/en/faq/zatca-connect.md).

**Read more:** [Online payments](https://docs.dentolize.com/en/setup-settings/int/online-pay-settings.md)

## 6. Follow the clinic every day

Open **Dashboard → Summary** to see one day in numbers. Pick the **Date** (1) and **Branch** (2); **Finance Flow** (3) is the money received minus the money paid out. For a month, use **Analytics → Reports** or **Income Statement**.

![Follow the clinic every day](https://mintcdn.com/dentolize/hgKp7MuvW72SFURD/images/en/start/summary.webp?fit=max\&auto=format\&n=hgKp7MuvW72SFURD\&q=85\&s=a1f9dd5ecdebc1d8965deee8183e728e)

**Read more:** [Today's summary](https://docs.dentolize.com/en/start/summary.md) · [Analytics](https://docs.dentolize.com/en/analytics/overview.md) · [Monthly income & profit](https://docs.dentolize.com/en/faq/income-profit.md)

## Your first-week checklist

* ☐ Check the clinic details, currency and tax
* ☐ Set each branch's opening hours and holidays
* ☐ Add every user with the right group
* ☐ Set doctors' percentages and hours
* ☐ Review your procedures and prices
* ☐ Turn on reminders, check SMS balance
* ☐ Set up online payments (and ZATCA)
* ☐ Turn on the **Daily Summary** in **Settings → Account**

## On your phone

* Get the **Daily Summary** of the clinic every night at 11:30 PM.
* See the day's appointments and patient files on the go.
* **Clock in and out** for attendance, and get notifications.

Get the app: [App Store](https://apps.apple.com/eg/app/dentolize/id1612892336) · [Google Play](https://play.google.com/store/apps/details?id=com.dentolize.dentolize)

## Need help?

Search **docs.dentolize.com** first: most answers take under a minute. Still stuck? Message the support team in **System Chat** inside Dentolize or Medicolize, with a screenshot.

* [Give a missing permission](https://docs.dentolize.com/en/faq/missing-permission.md)
* [Change a price](https://docs.dentolize.com/en/faq/change-price.md)
* [Set a doctor's percentage](https://docs.dentolize.com/en/faq/doctor-percentage.md)
* [Remove a user who left](https://docs.dentolize.com/en/faq/remove-user.md)


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