Clinic onboarding checklist

Use on sales calls after a clinic signs. Tick each step — progress saves automatically in this browser. Target: ~15 minutes per clinic.

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1. Capture on the call (before you touch Supabase)

Clinic display name — exact name patients will see (e.g. Harley Nose Specialist)

Must match everywhere: PARTNER_LINKS, clinic_partners, clinic_users

URL slug — lowercase, hyphens only (e.g. harley-nose)

Their tracked link: cliniqmatch.co.uk/go/slug

Procedures offered — list only what they do (quiz shows these only)

Cosmetic and/or dental — pick one category per link if needed

Minimum budget floor (number, e.g. 4000 cosmetic / 500 dental) City + address for enquiry confirmation emails Alert contact — name + email for instant lead alerts

Goes in clinic_partners.contact_email — must be real inbox they check

Portal login email — usually same person, can differ Calendly booking URL — their consultation link (or shared demo until live) Share your Google review link with CliniqMatch

We send automated review requests to patients 3 days after their procedure is marked complete. Find your link at: google.com/business → Get more reviews → Copy link

2. Automated onboarding — one API call

Replaces manual Supabase + index.html steps. See deferred/automation-blueprint.md

Collect all fields from section 1 (name, slug, procedures, budget, contact, review URL, portal email) POST to onboard-clinic with x-onboard-secret header Confirm welcome email with tracked link cliniqmatch.co.uk/go/slug Confirm portal invite in clinic inbox Smoke test — test lead in portal + alert email

3. Manual fallback — clinic_partners

Open Supabase → Table Editor → clinic_partners → Insert row

clinic_name:     [exact display name]
partner_slug:    [slug e.g. harley-nose]
contact_email:   [alert inbox]
contact_name:    [first name for email greeting]
city:            [e.g. Manchester]
tier:            partner
active:          true

Confirm clinic_name matches what index.html will send as matched_clinic Confirm partner_slug matches source tag partner-[slug]

3. index.html — PARTNER_LINKS (quiz + tracked link)

Copy an existing entry in PARTNER_LINKS (harley-nose or smile-studio)

'their-slug': {
  slug: 'their-slug',
  name: 'Their Clinic Name',        // = clinic_partners.clinic_name
  address: 'Full address',
  city: 'City',
  lat: 0.0, lng: 0.0,
  procedures: ['Proc A', 'Proc B', 'Other'],
  minBudget: 4000,
  calendly: 'https://calendly.com/...',
  dental: false                     // true for dental-only
}

Set procedures array — only their treatments (no Facelift if they don't do it) Deploy Netlify: npx netlify-cli deploy --dir="." then promote

3b. Calendly — booking + sync

Clinic uses CliniqMatch Calendly (/free-consultation) until per-clinic sync (Phase 2) Set calendly in PARTNER_LINKS — must not be a “demo” event name Calendly event collects phone (custom Q or SMS reminders) Supabase Cron: calendly-sync-15m every 15 min ✅ configured 26 Aug 2026 Smoke: quiz → book → lead status Booked in portal

4. Supabase — portal login (clinic_users)

Authentication → Users → Add user (email + temp password) Table Editor → clinic_users → Insert row: id = user's UUID, clinic_name = same name Send clinic portal link: cliniqmatch.co.uk/portal.html + login details

Demo portal: demo@cliniqmatch.co.uk — use as reference only, not for live partners

5. Smoke test (5 min)

Open /go/[slug] — banner shows clinic name, procedures filtered correctly Submit test lead (your phone/email) — completes without error Check clinic alert email arrived at contact_email Check lead in admin dashboard — source = partner-[slug], partner clinic assigned correctly Log into portal as clinic — lead appears in their table Delete test lead from dashboard if desired

6. Handoff to clinic

Send their tracked link for ads / bio / missed-call SMS Explain: patients only see their procedures; leads tagged to them automatically Confirm month 1 free / £800 from month 2 / 2-month minimum (per agreement) Book 15-min check-in call for day 3 after go-live

Tracked link template

Send the clinic this URL (replace slug):

https://cliniqmatch.co.uk/go/their-slug

Alternate: https://cliniqmatch.co.uk/?partner=their-slug