Getting Started with Genkō

This guide walks you through the complete process of creating your Genkō account and completing the initial setup.

1. Creating Your Account

Step 1: Access the Sign-Up Page

Navigate to the Genkō sign-up page at yourdomain.com/auth/signup or click “Start Free Trial” from the homepage.

Step 2: Select Your Subscription Plan

Genkō offers several subscription tiers to match your clinic’s needs:

Plan Price Best For
Free $0/month Solo practitioners getting started
Starter $29/month Small practices with basic needs
Professional $99/month Growing clinics with multiple providers
Growth $249/month Large practices with advanced features

Note: All paid plans include a 14-day free trial with no credit card required for the trial period.

What’s Included in Each Plan:

Free Plan:

  • Basic patient management
  • Limited appointments
  • Single user access

Starter Plan:

  • Full patient management
  • Unlimited appointments
  • Up to 3 staff members
  • Basic analytics

Professional Plan (Most Popular):

  • Everything in Starter
  • Up to 10 staff members
  • Telemedicine features
  • Advanced analytics
  • Insurance claims management

Growth Plan:

  • Everything in Professional
  • Unlimited staff members
  • Priority support
  • Custom integrations
  • API access

Step 3: Enter Your Information

After selecting a plan, complete the registration form:

  1. Full Name: Enter your full name (this will be your admin profile name)
  2. Email: Enter a valid email address (used for login and notifications)
  3. Organization Name: Enter your clinic or practice name
  4. Organization URL: Choose a unique URL slug for your organization (e.g., my-clinic → genko.app/my-clinic)
  5. Password: Create a secure password (minimum 8 characters)
  6. Confirm Password: Re-enter your password to confirm

Tips for Organization URL:

  • Use lowercase letters, numbers, and hyphens only
  • Keep it short and memorable
  • It will be part of your public profile URL
  • Cannot be changed easily after creation

Step 4: Accept Terms and Create Account

  • Check the box to agree to the Terms of Service and Privacy Policy
  • Click “Create Account” or “Start Free Trial”

Step 5: For Paid Plans - Complete Payment (Optional for Trial)

If you selected a paid plan:

  • You’ll be shown a modal with plan details
  • Click “Start 14-Day Trial” to begin your trial
  • You can add payment information now or later before the trial ends

2. First-Time Login

Signing In

  1. Go to yourdomain.com/auth/signin
  2. Enter your email address and click Continue
  3. Select your organization (if you have multiple)
  4. Enter your password and click Sign In

Alternative Sign-In Options:

  • Magic Link: Click “Use Magic Link” to receive a one-time login link via email
  • Password Sign-In: Enter your password directly

Two-Step Login Process

Genkō uses a two-step login for enhanced security:

  1. Step 1 - Email Verification: Enter your email to see which organizations you’re associated with
  2. Step 2 - Organization Selection: Choose which organization to sign into (if you have multiple) and authenticate

3. The Onboarding Wizard

After your first login, you’ll see the Onboarding Wizard on your dashboard. This guides you through essential setup steps.

Onboarding Progress

The wizard tracks your progress and shows:

  • ✅ Completed steps (green checkmarks)
  • ⏳ Pending steps (gray icons)
  • Progress percentage at the top

Onboarding Steps

  1. Welcome ✅
    • Automatically completed on first login
    • Introduces you to the platform
  2. Complete Your Profile
    • Add your clinic’s contact information
    • Upload your logo
    • Set your business address
    • Location: Settings → Business Profile
  3. Add Your First Patient
    • Create or import patient records
    • Essential for scheduling appointments
    • Location: Patients section
  4. Invite Your Team (Admin only)
    • Add staff members to collaborate
    • Assign appropriate roles
    • Location: Staff section
  5. Schedule an Appointment
    • Book your first patient appointment
    • Test the scheduling workflow
    • Location: Scheduling section

Completing the Onboarding

  • Click on any incomplete step to navigate directly to that section
  • Complete actions in that section to mark the step as done
  • Once all steps are complete, the wizard shows a celebration message
  • You can dismiss the wizard at any time using “Skip for now”

4. Understanding the Admin Layout

After logging in, you’ll see the main admin interface:

The sidebar contains all main navigation items organized into sections:

Operations:

  • 🏠 Dashboard - Overview and quick stats
  • 👥 Patients - Patient management
  • 📅 Scheduling - Calendar and appointments
  • 📊 Analytics - Reports and metrics

Communication:

  • 💬 Messages - Patient conversations
  • 📋 Leads - Potential patient tracking

Management:

  • 👨‍⚕️ Staff - Team management
  • 🏢 Business Profile - Organization settings
  • ⚙️ Settings - System configuration
  • 💳 Billing - Subscription management (Account owners only)

Header Bar (Top)

  • Sidebar Toggle: Collapse/expand the sidebar
  • Global Search: Search patients, appointments, and settings (Ctrl/Cmd + K)
  • Notifications: View alerts and updates
  • User Menu: Profile settings, theme, language, and sign out

User Menu Options

Click your avatar in the top-right to access:

  • Theme Switcher: Toggle light/dark mode
  • Language Switcher: Change interface language (English, Spanish, Japanese)
  • Density Switcher: Adjust interface spacing
  • Account Settings: Personal profile settings
  • Team Management: Quick link to staff section (Admin only)
  • Sign Out: Log out of your account

5. Language and Localization

Genkō supports multiple languages:

  • 🇺🇸 English
  • 🇲🇽 Spanish (Español)
  • 🇯🇵 Japanese (日本語)

Changing Language

  1. Click your avatar in the top-right corner
  2. Find the Language section in the dropdown
  3. Click your preferred language
  4. The interface will immediately update

6. Theme and Display Settings

Dark Mode

Toggle between light and dark mode:

  1. Click your avatar in the top-right corner
  2. Find the Theme section
  3. Choose: System, Light, or Dark

Interface Density

Adjust how compact the interface appears:

  1. Click your avatar in the top-right corner
  2. Find the Density section
  3. Choose: Compact, Comfortable, or Spacious

Next Steps

Once you’ve completed the initial setup:

  1. ➡️ Set up your Business Profile
  2. ➡️ Add your first patients
  3. ➡️ Configure your schedule

Troubleshooting Common Issues

“Email is already taken”

  • This email is already registered
  • Try signing in instead, or use a different email

“Organization URL is not available”

  • Someone else has claimed this URL
  • Try adding a location suffix (e.g., my-clinic-nyc)

“Password must be at least 8 characters”

  • Choose a longer password
  • Include a mix of letters, numbers, and symbols for security

Didn’t receive verification email

  • Check your spam/junk folder
  • Make sure you entered the correct email address
  • Use the “Forgot Password” option to resend

Continue to Dashboard Overview →