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Practice onboarding checklist

Use this practical checklist to configure staff, bookings, payments, products, messages, and delivery before your UK clinic goes live.

Principals can open the checklist from the practice dashboard. It is also available at /practice/onboarding for an existing workspace. The checklist is hidden from the sidebar once the two essential checks are complete; the celebration card remains available at that URL.

Checks that cannot be read are shown as Unknown and never count as done. Only the two essential checks determine whether the practice is ready. The other checks are optional reminders and can be completed later.

Essentials

Booking link live

Scheduling → Booking links → create and activate a link. The check also calls the public page, so it confirms that patients can open the link.

Appointment type or product

Create at least one active appointment type or catalogue product.

Optional — set up when you're ready

Add your logo and contact details

Settings → Workspace → Practice details. Add a logo and at least one patient-facing contact method (email or phone).

Invite a colleague

Staff & Roles → invite a colleague. The colleague does not need to accept before you continue.

Connect Stripe

Integrations → Stripe → connect the practice Stripe account when you are ready to take card payments.

Send from your own email

Settings → Email senders → create and activate an email address for patient messages. Until then, Clineso sends messages on your behalf.

Message wording

Templates → edit a message to suit your practice.

Before going live with patients

DPA register complete

DPA register → add all sub-processors with residency confirmed.

Royal Mail integrated if dispensing

Integrations → Royal Mail → add your Click & Drop API key.

Test patient run-through

Run a test patient through the full loop:

  1. Submit via the lead funnel.
  2. Book a consultation appointment.
  3. Manager verifies requirements.
  4. Clinician approves and issues a prescription.
  5. Dispatch the order.
  6. Confirm the patient receives tracking updates.

Beta-specific

  • Keep Stripe in Test mode — no real money movement.
  • Use test card 4242 4242 4242 4242 for payment testing.
  • Report bugs to your Rajoka contact before they reach real patients.
  • Sign the data-processing agreement with Rajoka.

You're live when…

  • The booking link and a bookable appointment type or product are ready.
  • A test patient has completed the full loop successfully.
  • Your DPA has been signed.
  • Stripe is switched to live mode.