For managers
Run bookings, patients, products, stock, payments, delivery, messages, and staff access with practical Clineso manager guides.
Guides in this section
Manager dashboard overview
What each panel means and where to drill in.
Patients & outstanding requirements
Real-time view of who hasn't uploaded BMI / ID / consent.
Dispatch — Royal Mail Click & Drop
Buy postage, print 2×2 label sheets, end-of-day manifest, re-buy, sync.
Inventory — stock, batches, low-stock & expiry alerts
Manual entry, low-stock thresholds, expiry-window alerts, FEFO auto-deduct.
Message templates
Editing auto-comm wording (approval / decline / more-info / dispatch).
Catalogue management
Adding / editing / archiving SKUs in your catalogue.
Authoring product intake forms
Defining the question set + triage rules for a specific drug.
Appointment availability & booking links
Setting weekly hours, appointment types, public + embed booking links.
Payments, refunds, CSV export
Stripe Dashboard round-trip, Freeagent-format CSV, per-tenant settlement.
Leads queue
Reviewing eligible + ineligible leads, anti-spam rejection log.
Comms health & WhatsApp volume monitor
Daily limits, 80% alert, retry queue, scheduled-comm visibility.
Tenant settings & integrations
Sender domains, consent-ordering toggle, Zoom / Stripe / Royal Mail / Halo.
DPA register (per-tenant)
Acknowledging processors, public privacy notice, audit trail.