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First Login & Dashboard Overview

Learn how to log in, navigate the dashboard, and get familiar with the main layout.

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# First Login & Dashboard Overview


Welcome to ClinIT! This guide will walk you through your very first login and help you feel at home in the dashboard.


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1. Logging In


  1. Open your clinic's ClinIT URL (e.g. https://app.clinit.io).
  2. Enter the email and password provided by your Clinic Owner or System Administrator.
  3. If your clinic has Two-Factor Authentication (2FA) enabled, you will be prompted to enter a 6-digit code from your authenticator app.
  4. Click Sign in.

> 💡 Tip: If you forget your password, click Forgot password? on the login screen. A reset link will be sent to your registered email within 1–2 minutes.


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2. The Dashboard Layout


After logging in you will land on the Home Dashboard. The screen is divided into three areas:


AreaDescription
Left SidebarNavigation menu. Click any icon to expand its sub-items.
Top BarClinic switcher, branch selector, notifications bell, and your avatar menu.
Main ContentKPI cards, today's appointment list, and activity feed.

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3. KPI Cards


The KPI row at the top of the home page shows live statistics:


  • Today's Appointments — scheduled, completed, and no-shows.
  • Revenue Today — total invoiced amount for the day.
  • New Patients This Month — registrations since the 1st.
  • Pending Lab Orders — awaiting lab results.

Click any card to drill into the corresponding module.


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4. Quick Actions


The blue + button (bottom-right corner) opens the Quick Action menu:


  • New Appointment — book a slot instantly.
  • New Patient — register a walk-in.
  • New Invoice — start billing outside a session.

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5. Sidebar Navigation


The sidebar groups features into sections:


  • 🗓️ Schedule / Appointments — today's list, calendar view, waiting room.
  • 👤 Patients — search, register, and open patient files.
  • 🩺 Clinical Modules — specialty-specific features (Dental, Optical, etc.).
  • 💳 Billing & Finance — invoices, payments, ledger.
  • 📊 Analytics — charts, cohort analysis, doctor performance.
  • ⚙️ Settings — clinic config, staff management, integrations.

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6. Next Steps


  • Complete the Onboarding Tour (a guided overlay that launches automatically on first login).
  • Set up your [doctor profile](#) with a photo, bio, and stamp.
  • Review your [clinic settings](#) (tax rate, currency, branches).

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