A step-by-step guide to using the clinic management system effectively.
New to StepNote?
From clinic setup to staffing, work schedules, attendance, annual leave, payroll, and your homepage — a guide that starts from what you want to do.
A guide for first-time StepNote users, covering the onboarding tour, help tooltips, and the recommended order to get started.
How to invite clinic staff or register them directly to add them to your organization.
How to manage staff information, grant annual leave, register non-login staff directly, and switch accounts.
Covers the three-step process of planning, admin approval, and per-staff viewing, browsing schedules by date or calendar, and the dashboard overtime analysis.
How to use the AI-powered chatbot to automatically respond to patient booking inquiries and accept reservations.
How to precisely analyze a patient's face, teeth, and dentition for orthodontic and aesthetic treatment.
How to set up staff payroll information, issue and manage pay statements, and let staff view their own pay.
How to set up automatic clock-in and clock-out using WiFi.
Pick just three things — mood, colors, and strengths — to auto-generate a clinic landing page with AI, grow it into several pages linked from the header menu, and publish it in English, Japanese, and Chinese too.
Create structured posts on the work desk, and communicate with your team in group chat with reactions, pinning, polls, draws, calendar sharing, and birthday alerts.
If you have any questions about this manual, feel free to reach out anytime.
Last updated: May 24, 2026 | Version 1.2