Clinic Setup
The checklist that gets your clinic ready for patients and the AI receptionist
Most setup happens in onboarding (see Quick Start). This page is the checklist for everything after that.
Required before the AI replies
Docistra will not let the AI answer patients, and your public page stays offline, until these are filled in under Settings → Clinic:
| Item | Where |
|---|---|
| Arabic name | Clinic Info |
| Public URL | Clinic Info |
| Logo | Brand |
| Description | Clinic Info |
| Phone number | Contact |
| At least one address | Addresses |
Owners and admins see a yellow banner at the top of the dashboard that lists what is missing, with an Open settings button.
While required items are missing, patients who message you get a polite reply instead of the AI. You can still try the AI in Dashboard → AI Agent.
Recommended next steps
Add doctors and their hours
Every booking needs a doctor with hours at a branch. See Doctors and Schedules.
Add your services
List the procedures you offer with their prices so the AI can answer. See Services.
Choose your insurance companies
Pick the insurers you accept and their coverage. See Organization Settings.
Turn on reminders
Set how many hours before a visit patients get a WhatsApp reminder. See Reminders.
Verify your mobile number
Needed for signing in with WhatsApp. See Sign-up & Sign-in.
Invite your team
Reception staff and admins by email, doctors by invite link. See Team Members.
Branches
Each branch has its own address, area, and Google Maps link, and lists what it offers (clinic, lab, radiology). Doctors choose which branches they work at, and staff can be limited to specific branches. Manage branches in Organization Settings.