Onboarding
From sign-up to your first signed chart
Dolce walks a new clinic through setup, one checklist item at a time. Here’s the path.
Good morning, JennaThursday · 14 appointments · 2 providers
ABookToday
9:00
Ava V.Laser · BBL
10:30
Maya R.Botox
11:15
Sofia L.Lip filler
1:00
Priya K.IV therapy
2:30
Nora B.Consult
Up next · action required
Maya R. · 10:30Consent not signed yet
Sofia L.Note waiting on MD review
Priya K.Balance $120.00
Revenue today$3,420
Setup
Six steps, in order
Most of it happens inside Dolce, with the checklist on Today showing what’s left.
Importing patientsStep 1
Add your location, rooms, services and providers
The setup checklist on Today tells you exactly what’s missing, from the first room to the first provider.
Step 2
Name the clinic and add your brand
Logo, clinic name and brand color show on receipts, confirmations and emails.
Step 3
Set up your intake form
Start from the built-in forms, or describe the form you need and let the AI draft it.
Step 4
Invite your team
Send invite links, assign roles and set who reviews charts.
Step 5
Import your patients
Drop in a CSV, match columns and commit after the preview.
Step 6
Run your first visit
Book it, send intake by text, chart it, sign it and check out.
Want a hand with setup?
Book a demo and we’ll set up your services and rooms with you.