Quick Reference
Use this page as a short operational cheat sheet for the most common Genkō tasks.
First-day checklist
- Add your core services
- Add at least one provider
- Set provider availability
- Add your first patient
- Book your first appointment
- Turn on the patient portal if you want self-booking
- Invite team members
Where to go for common tasks
| Task |
Where to do it |
| Add a patient |
Patients |
| Book an appointment |
Appointments → New Appointment |
| Set provider hours |
Providers → Edit Schedule |
| Add or change services |
Settings → Services |
| Invite staff |
Settings → Members |
| Enable portal booking |
Settings → Portal |
| Connect Google Calendar |
Settings → Integrations |
| Create MCP API keys |
Settings → Integrations |
| Change plan or payment method |
Settings → Billing |
Appointment statuses
| Status |
Meaning |
| Scheduled |
Booked and active |
| Completed |
Visit finished |
| Cancelled |
Booking cancelled and slot released |
| No-show |
Patient did not attend |
Roles summary
| Role |
Access summary |
| Owner |
Full control, including billing and ownership actions |
| Admin |
Broad operational access, including settings and billing |
| Provider |
Manages appointments and views patient records |
| Staff |
Supports scheduling and operations without settings control |
Plan highlights
| Capability |
Available on |
| Google Calendar sync |
Solo and above |
| Analytics |
Group and above |
| MCP API |
Group and above |
| Dashboard AI assistant |
Practice and above |
| Advanced scheduling rules |
Practice and above |
MCP quick start
- Go to Settings → Integrations
- Create an MCP key
- Copy it once
- Use it as
Authorization: Bearer genko_...
- Point your client to
https://www.getgenko.com/api/mcp
Canonical docs
This Jekyll site is a maintained mirror. The canonical product docs are always available at getgenko.com/docs.