Getting Started

This guide helps you get a new Genkō workspace ready for day-to-day scheduling. For the live canonical docs, visit getgenko.com/docs.

Start with the essentials

After you create your account, Genkō is designed to get you from an empty workspace to your first confirmed booking quickly. The main areas you will use first are:

  • Overview for your dashboard and onboarding progress
  • Appointments for the calendar and booking flow
  • Patients for your patient list and records
  • Providers for clinician setup and availability
  • Settings for services, portal, integrations, and billing

First-day checklist

Work through these steps in order:

  1. Add your services. Go to Settings → Services and create at least one appointment type such as Initial Consultation (60 min) or Follow-up (30 min).
  2. Add a provider. Open Providers, invite the first clinician, and set their weekly availability.
  3. Add a patient. Open Patients and create your first patient record. Email and phone are optional, but recommended for confirmations and reminders.
  4. Book your first appointment. Go to Appointments → New Appointment, then choose the patient, provider, service, date, and time.
  5. Enable the patient portal if you want self-service booking. You will find this in Settings → Portal.
  6. Invite your team from Settings → Members once the core booking flow is working.

What to configure first

Services

Services define what patients can book and how long each visit usually lasts. Start with the appointment types you use most often and add more later.

Providers

Providers need a profile and schedule before Genkō can offer bookable time slots. If a provider has no availability, they will not appear as bookable in staff workflows or the patient portal.

Patients

You can start with just a name, then fill in contact details and notes as needed. If you are moving from another system, use the import tools described in the Patients guide.

Understanding the layout

The left sidebar gives you quick access to the areas that matter most:

  • Overview for dashboard stats, today’s schedule, and quick actions
  • Appointments for calendar views and booking
  • Patients for patient records
  • Providers for clinician setup and schedule management
  • Settings for services, members, portal, integrations, and billing

The dashboard is your starting point after sign-in. It surfaces today’s appointments, upcoming bookings, plan information, and shortcuts to common tasks.

Good defaults for a new practice

  • Start with a small set of services so the calendar stays easy to manage.
  • Add provider availability before opening self-booking.
  • Turn on the patient portal only after you confirm service names, durations, and provider schedules look right.
  • Invite team members with the lowest role they need. You can promote them later.

Where to go next