08 guides
Role guides
Give each member of a UK private clinic team a focused guide for their Clineso role, from reception and nursing to billing and management.
Guides in this section
Practice onboarding checklist
20-minute pre-launch checklist — email, Stripe, booking types, DPA, test run.
Getting started as a practice owner
30-minute setup guide for Principals — Stripe, email sender, staff, funnel.
Manager guide — daily operations
Your daily loop: requirements → cases → dispatch → inventory. Weekly finance tasks.
Receptionist guide
Diary, scheduling, leads, waitlist — your daily surfaces.
Nurse guide
Requirements review, measurements, clinical note addenda, escalation path.
Pharmacist guide
CD register (append-only), recall lookup, dispensing verification.
Billing role guide
Payments, ledger, commission compute + mark paid, CSV export.
Locum guide
Time-boxed access, what you can/cannot do, how the window expiry works.