When your practice is first created, Maxillo shows a Getting started checklist. It is ticked automatically as you complete each part of the setup. This article walks through it in order.
Before you start
- You need to be an owner, practice manager or administrator. Other roles can view Settings but cannot change it.
- Have your practice address, phone number and price list to hand.
Steps
- Switch to the Practice workspace. The Overview page shows a Getting started card with the outstanding items. Each item opens the right screen.
- Open Settings → Practice details. Fill in Practice name, Phone, Address, City, Postcode and Email, then choose Save changes. These details appear on referral letters, invoices and printed records.
- Add your people. Open Settings → Team & access and invite each colleague. See Adding staff and clinicians for the full steps.
- Add your clinicians to the diary. Open Diary, choose Add clinician, enter their Name and Professional type, pick a Column colour and save. Each clinician gets a column in the diary.
- Set working hours. Open Settings → Rotas & closures. Pick a Clinician, tick Working for each day, set Start, End and Break from times, and choose Save. Add bank holidays under Practice closures with Add closure.
- Add your treatments and prices. Open Settings → Treatments and choose Add treatment, or Import from a file to load a price list. See Treatments, prices and durations.
- Set up appointment types. Open Settings → Appointment types. Choose Add the standard dental set for a quick start, or Add appointment type to create your own with a Name, Duration (minutes), Kind and Colour.
- Decide how patients hear from you. Open Settings → Patient messaging and check the Email and SMS rows show as configured before you choose Switch messaging on.
- Optionally switch on the phone assistant under Settings → Concierge. See Concierge configuration.
- Return to Settings → Getting started. When every item under Your setup is done, choose Tell Maxillo we're ready.
What happens next
The Getting started card on your Overview retires once every required item is complete. The Maxillo team completes its own items, shown under Maxillo's side, and switches your practice on.
You can change any of these settings later. Working hours and closures are read by every booking screen, including Concierge, so keep them up to date.
Common problems
- A checklist item will not tick — items are ticked from the data, not by hand. Open the item and check something is actually saved. For example, Working hours needs at least one clinician with a rota.
- I cannot see Rotas for a clinician — the rota screen says "Add a clinician on the Schedule first". Add them in the Diary with Add clinician, then return.
- Settings are read-only — your role does not include practice configuration. Ask an owner or practice manager.