Getting started
Create an account, join your clinic, and find your way around the Desk Clinic dashboard.
Create your account
- Open the sign-up page from the marketing site.
- Complete email verification if your workspace requires it.
- Sign in at Sign in.
Organizations (your clinic)
Desk Clinic is multi-tenant: each organization is a separate clinic (or brand) with its own patients, schedule, and data.
- If you create an organization, you are typically the owner and can invite staff.
- If you were invited, accept the invitation email/link, then pick that organization after sign-in.
Always check the organization switcher in the sidebar header—you should be in the correct clinic before working with patients or billing.
After sign-in
Typical flow:
- Onboarding — Complete any steps your workspace shows (profile, organization details, plan).
- Choose a plan — If prompted, pick a subscription that matches your team size and features.
- Dashboard — Land on
/dashboardor/dashboard/organizationdepending on your role.
Main areas in the app
| Area | Route | Purpose |
|---|---|---|
| Organization home | /dashboard/organization | Overview and shortcuts into the clinic app |
| Patients | /dashboard/organization/patients | Patient list and profiles |
| Calendar | /dashboard/organization/calendar | Appointments and booking |
| Encounters | /dashboard/organization/encounters | Clinical visits / notes workflow |
| Settings | /dashboard/organization/settings | General, members, locations, subscription |
Your sidebar may hide items your role or module permissions do not allow—see Roles & permissions.
Personal settings
Your profile, security, and sessions (not the clinic’s) live under /dashboard/settings — use the user menu or command palette to open them quickly.