Prepare the clinic
After your application is approved, open your clinic from the signed-in home. Check the clinic details, add the services you provide and enter their prices. Prices are used when creating invoices; recording a payment does not collect money online.
Connect your team
Add each doctor in Settings, including the email they use for Google sign-in if they need workspace access. Talven sends an invitation and connects their accepted account to the doctor profile. Add reception or other owners through Staff access. An email-send failure is shown separately from a successful send, with a link you can share or resend.
Make the calendar useful
Set working days and hours for each doctor, then add any time away. Book a fictional visit in the demo and follow it through check-in and the consultation. Review the day and week views with the people who will use them.
Introduce the patient portal
Check the patient’s email, then send a patient invitation from their record. They must use the same verified Google account to accept. A caregiver contact does not provide portal access, and uploading a report does not automatically release it to the patient.
Find help as you go
The Talven help center includes illustrated instructions for clinic setup, invitations, appointments, clinical work and patient tasks. Open Docs & help from the workspace or the website to search by the step you are trying to complete.