0. Getting Started

Audience: All users (directors, admins, staff)

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Purpose

Helps you quickly understand and start using StepNote's key features when you sign in for the first time.

Sign In / Sign Up

When you open StepNote, the sign-in screen appears. You can get started in one of the following ways.

• Sign in instantly with an Apple / Google / Kakao account (Apple sign-in is recommended on the iOS app)
• Email + password sign-in — phone number verification is required when signing up.

After signing in, you can see the list of clinics you belong to on the My Clinics screen. Click the "View clinic" button at the bottom right of a card to go to that clinic's management page.

💡 Tip: If you belong to multiple clinics, you can drag the cards to arrange them in the order you like. The order is saved automatically.

Changing the Display Language (New)

Each staff member can now pick their own display language individually. (Previously, everyone followed the clinic's single language setting.)

1. Go to your avatar → "Profile".
2. On the profile page, use the "Language" card to choose 한국어 / 日本語 / English.
3. The entire screen switches to that language immediately — there is no separate save button.

Your chosen language is kept even after you sign out and sign back in. Staff at the same clinic can each view the app in a different language.

Setup Wizard

When you create a new clinic, you are automatically taken to the Setup Wizard. It walks you through the essential settings for running your clinic in 5 steps.

1. The 5 steps

   Step	Title	What it does
   1	Clinic info	Review basic details such as clinic name, contact, address, and annual leave unit
   2	Staff	Add staff the way that suits you: share a signup link / invite one by one / register staff without an account
   3	Departments	Create units for grouping staff — like Treatment Room, Front Desk, Hygiene — with a name and color
   4	Shifts & leave	Walkthrough of weekly shift patterns, annual leave unit/balance, and the work schedule flow (plan → confirm → operate)
   5	Clock in/out	Choose which clock-in/out method to use: Wi-Fi, QR, or beacon

2. Controls

   • Next → / ← Back: move between steps
   • Skip: skip a step for now (you can always come back to it later)
   • In the step indicator at the top, you can click a completed or skipped step to go back to it. A ✓ mark means the step is complete.
   • Your progress is saved automatically, so you can leave and pick up right where you left off.

3. Continuing later

   • If any steps are unfinished, a blue "Finish setup" banner appears at the top of the clinic screen. Press Continue → to jump straight to the remaining steps.
   • This banner is only visible to admins (Owner / Admin). Regular staff do not see it.
   • Once every step is complete, the banner disappears.

💡 Tip: Even if you skip the wizard, you can do the same setup anytime from Clinic Settings in the left menu. It's fine to skip the non-urgent steps and start by adding staff.

Switching View Modes (Admins Only)

Directors and admins (Owner / Admin), as well as system admins, see a yellow "Member view" button at the top right of the screen. Regular staff do not see it.

1. Viewing as a regular member

   • Press the button to switch to the same view a regular staff member sees. Admin-only menus and buttons are hidden.
   • A notice banner appears at the top of the screen: "Viewing as a regular member — admin features are hidden."

2. Returning to admin mode

   • Press the "Return to admin mode" button in the same spot to go back to your original view.

3. Good to know

   • Only the view changes — your actual permissions stay the same. You do not lose admin access.
   • The mode you choose is remembered per clinic, and the last mode you picked persists the next time you sign in.

💡 Tip: Use this to preview the screens you'll show staff, or to check how announcements and the work schedule look from a staff member's point of view.

Locked Features & Feature Requests (New)

You may see menu items in the sidebar that appear greyed out with a lock (🔒) icon. These are optional features that haven't been activated for your clinic yet (e.g. payroll management, smile analysis, AI chatbot, work collaboration).

1. Clicking a locked menu opens a "Feature request" confirmation dialog.
2. Press "Request" to open a KakaoTalk channel, where you can ask to have the feature activated right away.

💡 Clicking a locked menu item does not open a screen — the lock icon means the feature isn't available yet.

Help Tooltips

Every major screen has a question mark (?) icon. Hover over or click it to see a short explanation of that feature.

1. Screens with tooltips (examples)

   Screen	Tooltip content
   Staff invite modal	Explains email/link invite methods and permissions
   Attendance record table	What each column means and how to make corrections
   Annual leave grant modal	Details about days granted and the effective date

2. How to use

   • Hover your mouse over the question mark (?) icon and the tooltip appears.
   • Focusing it with the keyboard Tab key works the same way.
   • It disappears automatically when you move the mouse away or focus leaves.

Empty-State Guidance

Screens with no data yet (for example, when you haven't joined a clinic, or there are no attendance records) show a helpful message.

• It tells you what to do next from your current state.
• Where possible, a button is provided to jump straight to the next action (for example, getting an invite or entering a schedule).

Recommended Order to Get Started

If you're new to StepNote, we recommend the following order.

Admins (Admin / Owner)

1. Invite members → 1. Inviting Members
   • Email invite or shared signup link
2. Manage member info → 2. Managing Members
   • Set hire dates, departments, and roles / grant annual leave
3. Enter work schedules → 3. Entering Shifts, Annual Leave, and Offs
   • Build the monthly work schedule, assign annual leave and offs

Regular Staff (Member)

1. Join a clinic — sign up with the invite link or signup code shared by your admin
2. Clock in/out — check in and out via QR code, WiFi, beacon, and more
3. Check my schedule — view your shifts, annual leave, and offs on the calendar

System Requirements

• Recommended browsers: Chrome, Safari, Edge (latest versions)
• Mobile: iOS / Android apps available (App Store, Google Play)
• Internet connection required

Having Trouble?

• Please refer to each section of this manual.
• Email us: support@stepnote.works