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Getting started with Documenti

Connect secure clinical notes to Clinic Membership — setup order from trial to daily list, procedures, and consents.

Clinic Membership runs your calendar, memberships, and payments. Documenti is your secure clinical record — consultations, treatment maps, consents, and the daily list for clinicians. Connect once and patients, bookings, and tasks stay aligned without double entry.

Recommended setup order

  1. Connect Documenti from Clinic Membership (start the free trial).
  2. Set up users in Documenti — same email as each person’s Clinic Membership login.
  3. For multiple sites, add each location under Clinic Management.
  4. Create and publish your consent forms in Documenti.
  5. Set up procedures and link the consent forms each treatment needs.
  6. Add professional products (toxins, fillers, and injectables) for treatment maps.
  7. Book appointments in Clinic Membership — they appear on the Documenti daily list within about a minute.

Tip

Retail skincare and POS stock live in Clinic Membership Products. Documenti products are professional injectables used during treatments — they are separate catalogues.

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Still stuck?

Send us a message and we'll get you sorted. If you already use Documenti, sign in at app.documenti.co.uk or email our support team.

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