Setup & configuration
Users, clinics, forms, procedures, products, and clinic settings in the Documenti app.
Clinic settings in Documenti
Complete each clinic’s contact details, default prescriber, and delivery addresses in Documenti after adding a location.
Manage clinics in Documenti
Add clinic locations in Documenti, complete each clinic’s settings, and grant staff access in User Management.
Set up forms and consents in Documenti
Browse templates or start blank, review in draft, publish when ready — then set Automation rules to send forms before treatment.
Set up procedures in Documenti
Create procedures, attach published consent forms, and set treatment options such as after-treatment photos.
Set up professional products in Documenti
Add injectable products with category and default dilutions so treatment maps record the right vial, units, and expiry.
Set up users in Documenti
Add practitioners and reception in Documenti — use the same email as Clinic Membership so tasks and the daily list match staff.
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.