Getting started & setup
User menu
In short
This guide explains User menu in the Getting started & setup area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.
On this page
Overview
This guide explains User menu in the Getting started & setup area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.
How it works
The User menu contains shortcuts to various pages through the application and admin area.
The shortcuts are personalized for each user of the system and can be configured from the Admin Area.
You have the flexibility to add a submenu or make modifications, including editing or deleting an existing one. With the edit option, you can customize the menu by adding an icon, enabling or disabling it, and determining its placement in either the left or top menu for optimal navigation.
Benefits for your clinic
- Save time: Reduces set-up friction so new staff can learn User menu quickly and follow a consistent process from day one.
- Win clients and leads: A clear foundation helps your team capture enquiries correctly and avoid losing potential clients during onboarding.
- Generate revenue: Faster, more reliable day-to-day operation protects appointment capacity and reduces costly mistakes that delay billing.