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

# Set up your clinic

> From sign-up to your first messages going out, following the Set up card on Home.

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.

## Sign up yourself

<Steps>
  <Step title="Create your clinic">
    Go to [robyn.routiq.ai/sign-up](https://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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Land on Home">
    Routiq sets up your clinic and takes you to **Home**. You're the clinic's owner.
  </Step>
</Steps>

Joining a clinic that already uses Routiq? Don't sign up. Ask its owner for an invitation.

## 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.

## The Set up card

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

<Steps>
  <Step title="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."
  </Step>

  <Step title="Add your patients">
    Press **Connect practice software** to connect [Cliniko](/integrations/cliniko) or [PracSuite](/integrations/pracsuite). No practice software? Press **Upload a spreadsheet** to [import a CSV](/integrations/spreadsheet). Have your API key ready, or an export from your practice software.
  </Step>

  <Step title="See who's due back">
    Once your patients are in, this step shows how many came through and [who's due back](/reengagement/whos-due-back).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Your number usually appears within the hour. Until it does, nothing is sent, so nothing goes out from the wrong number.

<Tip>
  New to Routiq and want to look around first? Routiq can set your account up with [Routiq Demo](/integrations/routiq-demo), a sample practice you can try Robyn on.
</Tip>

## 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.

| Role | What they can do |
| - | - |
| Owner | Everything. The person who created the clinic. |
| Admin | Settings, integrations, billing and inviting people, as well as the day-to-day work. |
| Staff | Day-to-day work: reply in Chat, approve messages, resolve calls, export the Patient List. Staff can't change settings. |
| Read only | Look, but not change or send anything. |

You can't remove someone or change their role in the app. [Contact us](/support/contact) and we'll do it.

## Then

<CardGroup cols={2}>
  <Card title="Teach Robyn your clinic" icon="book-open" href="/robyn/what-robyn-knows">
    Fill in What Robyn knows, so she answers in your words.
  </Card>

  <Card title="Check what she may book" icon="calendar-check" href="/robyn/booking">
    Services, Practitioners and Booking rules.
  </Card>

  <Card title="Choose how she works" icon="toggle-on" href="/robyn/how-robyn-texts">
    Test, Assisted or Live.
  </Card>

  <Card title="Get the iPhone app" icon="mobile" href="/iphone/iphone-app">
    Chat, Calls and the Message Queue in your pocket.
  </Card>
</CardGroup>


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