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There are two ways to start with Routiq. You can sign up yourself, or Routiq can set up your account for you and email you when it’s ready. Either way, the Set up card on Home walks you through the rest.

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Sign up yourself

1

Create your clinic

Go to robyn.routiq.ai/sign-up. Fill in Clinic name, Your name, Email and Password, then press Create clinic. Your password needs at least 12 characters.
2

Check your email

Routiq sends you a link. Click it to finish creating your clinic. It expires in an hour. Nothing arrived? Check your spam folder, then send it again.
3

Land on Home

Routiq sets up your clinic and takes you to Home. You’re the clinic’s owner.
Joining a clinic that already uses Routiq? Don’t sign up. Ask its owner for an invitation.

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If Routiq set up your account

You’ll get an email called “Your Routiq account is ready”. Sign in with the link in it. Your free trial starts the first time you sign in, and no card is needed to start. A banner shows how many days are left, with an Add your card button for owners and admins. If the trial ends without a card, Robyn stops sending until you add one.

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The Set up card

On Home, the Set up card shows how many steps are done. It goes away once they’re all ticked.
1

Name your clinic

Check your Clinic name and Timezone, then press Save and continue. In the app’s words: “The name goes at the bottom of every message; the timezone decides when “9am” is.”
2

Add your patients

Press Connect practice software to connect Cliniko or PracSuite. No practice software? Press Upload a spreadsheet to import a CSV. Have your API key ready, or an export from your practice software.
3

See who's due back

Once your patients are in, this step shows how many came through and who’s due back.
4

Choose a new patient's first visit

Pick the appointment type Robyn offers someone who hasn’t been in before, or choose Ask the patient. You can change it later in Settings, under Booking rules. This step doesn’t appear for spreadsheet clinics, because Robyn can’t book from a spreadsheet.
5

Get your SMS number

Press Get my number. Choose the locations Robyn works at, then Continue to payment to add your card with Stripe. You get your own Australian number and 200 free credits, about 100 texts. Nothing is charged for 7 days, and you can cancel any time before then. Only an owner or admin can do this step.
Your number usually appears within the hour. Until it does, nothing is sent, so nothing goes out from the wrong number.
New to Routiq and want to look around first? Routiq can set your account up with Routiq Demo, a sample practice you can try Robyn on.

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Invite your team

Go to the Account page, then Team. Under Invite by email, enter their email, choose Staff or Admin, and press Send invite. They get an email, set a password, and land in your clinic. Until they first sign in, the team list shows them as “invited”. Only an owner or admin can invite. You can’t remove someone or change their role in the app. Contact us and we’ll do it.

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Then

Teach Robyn your clinic

Fill in What Robyn knows, so she answers in your words.

Check what she may book

Services, Practitioners and Booking rules.

Choose how she works

Test, Assisted or Live.

Get the iPhone app

Chat, Calls and the Message Queue in your pocket.