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Locations and setup

Set up every location, room and service once

Add each location and its rooms, set up services with default providers and rooms, and brand what patients see. Switch between locations or view All Locations at once.

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4room types, from Treatment Room to IV Lounge
9service categories built in
All Locationsview in the location switcher
Dolce Health · Admin · Locations
Downtown
All LocationsDowntownWestside
Add room
Treatment Room 1Treatment
Procedure RoomProcedure
Consult RoomConsultation
IV LoungeIV Lounge
Services at Downtown24 active
Providers3
Brand colorJuniper green
Multiple locationsAdmin
Rooms with typesBuilt in
Dolce AI across your practiceAcross your practice

Dolce AI from the treatment room to Marketing

In the treatment room, Dolce AI drafts the SOAP note from the chart. At the front desk, it reads the day on Today and suggests revenue and retention moves. In Marketing, it drafts campaign and review copy. A person approves every draft.

In the treatment room

Dolce AI drafts the SOAP note from what the provider charted and suggests ICD-10 and CPT codes. The provider reviews, edits and signs.

At the front desk

Insights on Today suggest revenue and retention moves, each with a why. Describe the form you need and Dolce AI drafts it.

In Marketing

Dolce AI drafts email and SMS campaign copy and review asks. Your team edits each draft and decides what goes out.

See all 8 Dolce AI workflows
Dolce AIDrafts. You decide.
Today insightsToday
SOAP notes & codesCharts
Template builderCharts
Patient summaryPatients
Form generatorForms
Revenue ideasMarketing
Review requestsMarketing
Email & SMS copyMarketing
How it works

How a clinic gets set up

1Step 1

Add locations and rooms

Add each location with its address, and mark it active or inactive. Inside each one, add rooms as a Treatment Room, Procedure Room, Consultation Room or IV Lounge.

2Step 2

Set up your services

Give each service a category, duration, price, default units and product. Attach a required consent and aftercare instructions. Set a default provider and room, and bookings for that service start from them.

3Step 3

Brand what patients see

Upload your logo and set the clinic name and brand color. They show on receipts, booking confirmations, the login screen and emails.

4Step 4

Move data between locations

Export patients from one location and import the file at another. Map the columns, preview what will import, already exists or has problems, then commit.

Dolce Health · Admin · Locations
Downtown
All LocationsDowntownWestside
Add room
Treatment Room 1Treatment
Procedure RoomProcedure
Consult RoomConsultation
IV LoungeIV Lounge
Services at Downtown24 active
Providers3
Brand colorJuniper green
Dolce Health · Calendar
Thu, Sep 24
DayWeekProviderRoom
Book
9 AM101112 PM1
JPJenna P., NP
DRDana R., PA
AMAlicia M., RN
Ava V.Consult
Maya R.Botox
Lena T.Filler
Sofia L.Lip filler
Kim H.Dysport
Priya K.IV therapy
Nora B.Laser · BBL
Kim H.Botox
Appointment not bookedJenna P. already has Maya R. from 10:30 to 11:30. Pick another time or provider.
Dolce Health · Marketing · Email builder
BlocksHeadingTextImageButtonDividerSpacer
Sent 1,204Delivered 1,188Opened 562Clicked 131
Dolce Health · Admin · Import & export
UploadMatch columns3Review4Commit
We guessed from the headings
Patient NameName
MobilePhone
E-mailEmail
BirthdateDate of birth
AllergiesAllergies
1,248will import
37already exist
5have problems
Nothing is saved until you commitImport 1,248 patients
Capabilities

What you set up in Admin

Multiple locations

Add each location you run, with its address. Mark a location inactive when it closes or pauses.

Rooms with types

Add rooms inside each location as Treatment, Procedure, Consultation or IV Lounge. The calendar's Room view and double-booking checks cover rooms too.

Location switcher

Work in one location, or choose All Locations to see across every site. Switch any time.

Services with defaults

Set duration, retail price, price per unit, COGS, default units and product. Add a default provider and room, required consent, aftercare, taxable status and tags.

9 service categories

Injectable, Dermal Filler, IV Therapy, Facial, Regenerative, Body, Laser, Skincare and Consult. Products can also sit under Peptides.

Your logo and brand color

Upload a PNG, SVG, JPG or WebP logo, and set the clinic name and brand color. They appear on receipts, confirmations, login and emails.

What goes into a service
Service settingWhat you enter
BasicsName, category, duration
PricingRetail price, price per unit, COGS, taxable
Product and unitsProduct, default units
DefaultsDefault provider, default room
PaperworkRequired consent, aftercare instructions
TagsYour own labels
FAQ

Questions about locations

Can’t find what you need? Ask us on a demo call.

Ask on a demo
Can I run more than one location?
Yes. Add each location with its address and rooms. Use the location switcher to work in one location or view All Locations.
What room types are there?
Treatment Room, Procedure Room, Consultation Room and IV Lounge. Rooms sit inside a location, and the calendar's Room view and double-booking checks both use them.
Can I move patients from one location to another?
Yes. Export patients from one location, then import the file at the other. You map the columns and preview what will import, what already exists and what has problems. Nothing saves until you commit.
Where does my branding show up?
Your logo, clinic name and brand color show on receipts, booking confirmations, the login screen and emails. Logos can be PNG, SVG, JPG or WebP.
Can I bring data from my current system?
Yes. Drop in a CSV from the EMR you have now, and Dolce guesses the column matches from the headings. You review a preview, and nothing is saved until you do. See switching to Dolce for the full move.
Where does Dolce AI show up in the app?
Dolce AI drafts SOAP notes in charting, patient summaries on the profile, and new forms and chart templates from a description. On Today and in Marketing, it suggests revenue moves and drafts campaign and review copy. Setup like locations and rooms is done by your team.
Works with

Connected to the rest of the visit

Admin

Team & permissions

Invite staff by link, set custom roles and give everyone their own login. Roles decide who signs notes and who runs campaigns, and the audit log shows who did what.

Learn more Front desk

Calendar

See the day by provider or room, drag to reschedule and book from the waitlist. The server blocks double-bookings, and your bookings and cancellations feed Dolce AI's revenue recommendations.

Learn more Front deskAI

Patient records

Dolce AI builds a clinical overview from intake, vitals and history, and explains each suggested service. Allergies, visits, photos, forms and payments sit on the same seven-tab profile.

Learn more

Set up your first location

Start a 14-day free trial. Add a location, a room and a service, and the setup checklist on Today tracks the rest.

Book a demo Start free trial