How onboarding works

Set up first.
Then share.

Every clinic is configured before a single client link is issued: locations, team, roles and doctor credentials. Then your clients join through your link.

A clinician at her desk, on the phone.
The sequence

Four steps to live.

01

Discovery call

We map your locations, clinicians, current systems and the services you want clients coming back for.

02

Clinic setup

ClearBox sets up your clinic, your team's roles and your doctors' credentials.

03

Share your link

Clients join through your clinic's link or QR code and take their first scan in the clinic or at home.

04

Watch engagement

Your roster and practice trends show who is scanning from the first week.

For groups

Ten locations,
one setup.

Groups enter every location, doctor and clinician once. Each client belongs to a home clinic, and owners see each location and the whole group.