Help center
Everything Angel does, in plain language — how a clinic's day works, not where the buttons are.
27 articles
Start here
Setting the clinic up, who can do what, and how Angel talks to you.
Getting startedFrom signing up to your first booked appointment — clinic subdomain, trial, team invites, and the first-day checklist.Roles & permissionsThe six staff roles, the practitioner flag, and who can read, write, and delete what.Team managementVideoViewing member profiles, inviting staff, roles and the practitioner flag, doctor schedules, and what a new doctor means for the bill.Clinic settings & featuresThe clinic profile, the Features switches, deposit policy, auto no-show, and the drug-safety switches.NotificationsThe bell, mobile push, choosing what you're told about, and quiet hours.Help & supportGetting help from inside the app — reporting a problem, asking how something works, suggesting a feature.
The clinical day
The room and the desk — patients, visits, prescriptions, results.
Patients & chartsVideoRegistering patients, the chart, allergies and conditions, finding people fast, merging duplicates.Patient intake formsThe pre-visit health-history form — how patients fill it, how staff review and apply it to the chart, and when Angel asks for an update.AppointmentsBooking, the appointment lifecycle from scheduled to completed, reminders, recurring series, and handling absences.Visits (encounters)Charting a visit — draft to finalized, vitals, diagnoses, the visit charge, and amending a finalized record.Prescriptions & favouritesVideoWriting prescriptions from the medicines registry, safety checks, the PDF, and reusable favourite templates.Prescribing safetyThe medicines registry, drug information at the point of prescribing, and allergy and interaction alerts.Lab & imaging ordersOrdering tests, logging results as they arrive, clinical sign-off, and patient uploads from the portal.Documents & attachmentsFiles on the patient chart — uploading, viewing, patient uploads, storage, and deletion.ReferralsVideoSending a patient to a colleague, answering a referral, and how the loop closes.
Reaching patients
Booking, reminders, the portal and everything patients see.
Public booking pageLetting patients book themselves — the booking page on your clinic's address, phone verification, and where bookings land.Patient portalWhat patients see when they sign in — their records, appointments, uploads, and paying deposits.WhatsApp messagesConnecting your clinic's own WhatsApp Business account, what Angel sends, and the message language setting.Clinic landing pageYour clinic's public web page — drafts, preview, publishing, and what you can customize.Video visitsSeeing patients remotely — the clinic switch, per-doctor opt-in, and how a video appointment runs.Follow-ups & recallsMaking sure patients come back — scheduling a recall, the reminder that goes out on the due date, and working the list when there's nobody to message.WaitlistFilling freed slots — how patients join the queue, how offers go out automatically, and what the desk can do by hand.
Running the clinic
Money, numbers, stock and the record of who did what.
Payments & depositsCollecting visit charges and deposits, cash and Instapay at the desk, online payment through your own gateway, refunds, voids and receipts.Dashboard & reportsThe daily dashboard, and the reports that show how the clinic is doing.Subscription & billingOne plan with everything, per-doctor pricing, the trial and its one-time extension, saving a card for automatic renewal, what happens if payment lapses, and storage fair use.InventoryTracking clinic stock — items, quantities, expiry, the movement ledger, automatic deduction when you prescribe, and low-stock alerts.Audit trailThe who-did-what record — what gets logged, who can see it, and how long it's kept.
Still stuck?
If you already use Angel, ask from inside it — Help & support carries your clinic, screen and app version with the message, so nobody has to describe their setup. Otherwise write to us and a human will answer.