{"id":1640,"date":"2026-01-20T06:52:20","date_gmt":"2026-01-20T06:52:20","guid":{"rendered":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/?p=1640"},"modified":"2026-01-27T13:12:00","modified_gmt":"2026-01-27T13:12:00","slug":"first-time-setup-quick-start-guide","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation\/getting-started\/first-time-setup-quick-start-guide\/","title":{"rendered":"First-Time Setup (Quick Start Guide)"},"content":{"rendered":"<div class=\"nolwrap\">\n<p>Configure KiviCare Pro quickly and start managing your clinic in <strong>just 30 minutes<\/strong> using this beginner-friendly setup guide.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p>This Quick Start guide assumes that <strong>KiviCare Pro is already installed and activated<\/strong> on your WordPress site. It walks you through the essential configuration steps required to begin using core Pro features efficiently.<\/p>\n\n\n\n<p><strong>Estimated Time:<\/strong> 30 minutes<br><strong>Skill Level:<\/strong> Beginner<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Pre-Setup Checklist<\/strong><\/h2>\n\n\n\n<p>Before you begin, ensure the following requirements are met:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2714 KiviCare Lite plugin is installed and activated<\/li>\n\n\n\n<li>\u2714 KiviCare Pro plugin is installed and activated<\/li>\n\n\n\n<li>\u2714 You are logged in as an <strong>Administrator<\/strong><\/li>\n\n\n\n<li>\u2714 Your clinic logo is ready (optional)<\/li>\n\n\n\n<li>\u2714 You have at least 30 minutes of uninterrupted time<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step 1: Configure Basic Branding (5 Minutes)<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Upload Clinic Logo<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>KiviCare Dashboard \u2192 Settings \u2192 Pro Settings<\/strong><\/li>\n\n\n\n<li>Scroll to the <strong>Logo Upload<\/strong> section<\/li>\n\n\n\n<li>Click <strong>Upload Logo<\/strong><\/li>\n\n\n\n<li>Select an image from the Media Library or upload a new one<\/li>\n\n\n\n<li>Recommended size: <strong>200 \u00d7 60 px<\/strong> (PNG with transparency preferred)<\/li>\n\n\n\n<li>Click <strong>Select<\/strong><\/li>\n\n\n\n<li>Click <strong>Save Settings<\/strong><\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Upload Mini Logo (Sidebar)<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the same <strong>Pro Settings<\/strong> page, locate <strong>Mini Logo Upload<\/strong><\/li>\n\n\n\n<li>Upload a smaller logo or icon<\/li>\n\n\n\n<li>Recommended size: <strong>40 \u00d7 40 px<\/strong><\/li>\n\n\n\n<li>Click <strong>Save Settings<\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>Result:<\/strong> Your clinic branding is now visible across the dashboard.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step 2: Customize Brand Colors (5 Minutes)<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Set Primary Color<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings \u2192 Pro Settings<\/strong><\/li>\n\n\n\n<li>Scroll to <strong>Color Customization<\/strong><\/li>\n\n\n\n<li>Select your <strong>Primary Color<\/strong> using the color picker<\/li>\n\n\n\n<li>The dashboard preview updates instantly<\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Optional Color Settings<\/strong><\/h5>\n\n\n\n<p>You may also customize:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Secondary Color (accent elements)<\/li>\n\n\n\n<li>Success Color (confirmation messages)<\/li>\n\n\n\n<li>Danger Color (errors and warnings)<\/li>\n<\/ul>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Click <strong>Save Colors<\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>Result:<\/strong> A professional, branded dashboard interface.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step 3: Add Copyright Text (2 Minutes)<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Scroll to the <strong>Copyright Text<\/strong> section<\/li>\n\n\n\n<li>Replace the default content with your own, for example:<\/li>\n<\/ol>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">\u00a9 2026 Your Clinic Name | Excellence in Healthcare\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<p>Then, Click <strong>Save Settings<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<p><strong>Result:<\/strong> Your custom copyright appears site-wide.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step 4: Configure Tax Rates (5 Minutes)<\/strong><\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Skip this step if taxes are not applicable in your region.<\/p>\n<\/blockquote>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Create a Tax Rule<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Billing \u2192 Taxes<\/strong><\/li>\n\n\n\n<li>Click <strong>Add New Tax<\/strong><\/li>\n\n\n\n<li>Enter the following details:\n<ul class=\"wp-block-list\">\n<li><strong>Tax Name:<\/strong> GST \/ VAT \/ Sales Tax<\/li>\n\n\n\n<li><strong>Tax Rate:<\/strong> e.g., 18 (for 18%)<\/li>\n\n\n\n<li><strong>Tax Type:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Inclusive (included in price)<\/li>\n\n\n\n<li>Exclusive (added to price)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Status:<\/strong> Active<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Save Tax<\/strong><\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Assign Tax to Services<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Services \u2192 Doctor Services<\/strong><\/li>\n\n\n\n<li>Edit an existing service<\/li>\n\n\n\n<li>Select the created tax from the <strong>Tax<\/strong> dropdown<\/li>\n\n\n\n<li>Save changes<\/li>\n<\/ol>\n\n\n\n<p><strong>Result:<\/strong> Taxes are automatically calculated on the billing.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step 5: Create Your First Custom Form (10 Minutes)<\/strong><\/h2>\n\n\n\n<p>Create a patient intake form to collect additional patient data.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Start Form Creation<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings \u2192 Custom Forms<\/strong><\/li>\n\n\n\n<li>Click <strong>Add New Form<\/strong><\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Form Details<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Form Name:<\/strong> New Patient Intake<\/li>\n\n\n\n<li><strong>Module Type:<\/strong> Patient Module<\/li>\n\n\n\n<li><strong>Status:<\/strong> Active<\/li>\n\n\n\n<li><strong>Description:<\/strong> Initial patient registration form<\/li>\n<\/ul>\n\n\n\n<p>Click <strong>Save &amp; Continue<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Add Form Fields<\/strong><\/h3>\n\n\n\n<p>Add the following fields:<\/p>\n\n\n\n<p><strong>Known Allergies<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type: Textarea<\/li>\n\n\n\n<li>Required: Yes<\/li>\n<\/ul>\n\n\n\n<p><strong>Current Medications<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type: Textarea<\/li>\n\n\n\n<li>Required: No<\/li>\n<\/ul>\n\n\n\n<p><strong>Emergency Contact Name<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type: Text<\/li>\n\n\n\n<li>Required: Yes<\/li>\n<\/ul>\n\n\n\n<p><strong>Emergency Contact Phone<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type: Phone<\/li>\n\n\n\n<li>Required: Yes<\/li>\n<\/ul>\n\n\n\n<p><strong>Blood Type<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type: Dropdown<\/li>\n\n\n\n<li>Options: A+, A-, B+, B-, AB+, AB-, O+, O-<\/li>\n\n\n\n<li>Required: No<\/li>\n<\/ul>\n\n\n\n<p>Click <strong>Save Form<\/strong> or <strong>Publish<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Test the Form<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Patients \u2192 Add New<\/strong><\/li>\n\n\n\n<li>Scroll down to view the custom form<\/li>\n\n\n\n<li>Confirm all fields are displayed and working<\/li>\n<\/ol>\n\n\n\n<p><strong>Result:<\/strong> Patient data can now be captured dynamically.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step 6: Set Up SMS Notifications (Optional \u2013 15 Minutes)<\/strong><\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Skip if SMS notifications are not required.<\/p>\n<\/blockquote>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Create a Twilio Account<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Visit Twilio and sign up<\/li>\n\n\n\n<li>Verify your phone number<\/li>\n\n\n\n<li>Obtain:\n<ul class=\"wp-block-list\">\n<li>Account SID<\/li>\n\n\n\n<li>Auth Token<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Purchase or activate a phone number<\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Configure Twilio in KiviCare<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings \u2192 Pro Settings<\/strong><\/li>\n\n\n\n<li>Scroll to <strong>Twilio SMS Configuration<\/strong><\/li>\n\n\n\n<li>Enter your credentials<\/li>\n\n\n\n<li>Enable SMS notifications<\/li>\n\n\n\n<li>Click <strong>Save Settings<\/strong><\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Create SMS Template<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Settings \u2192 SMS\/WhatsApp Templates<\/strong><\/li>\n\n\n\n<li>Click <strong>Add New Template<\/strong><\/li>\n\n\n\n<li>Configure:\n<ul class=\"wp-block-list\">\n<li>Template Name: Appointment Confirmation<\/li>\n\n\n\n<li>Event: Appointment Booked<\/li>\n\n\n\n<li>Channel: SMS<\/li>\n\n\n\n<li>Message content with placeholders<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Save the template<\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Test SMS Delivery<\/strong><\/h5>\n\n\n\n<p>Create a test appointment and confirm SMS delivery.<\/p>\n\n\n\n<p><strong>Result:<\/strong> Automated appointment notifications are active.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Set up Verification Checklist<\/strong><\/h2>\n\n\n\n<p>Confirm the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Logo and mini logo are visible<\/li>\n\n\n\n<li>Brand colors are applied<\/li>\n\n\n\n<li>Copyright text is updated<\/li>\n\n\n\n<li>Tax rules work correctly (if enabled)<\/li>\n\n\n\n<li>Custom form appears in the patient profile<\/li>\n\n\n\n<li>SMS notifications are sent successfully (if enabled)<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Recommended Next Steps<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create encounter templates<\/li>\n\n\n\n<li>Configure user permissions<\/li>\n\n\n\n<li>Explore reports and analytics<\/li>\n\n\n\n<li>Set up Google Calendar or WhatsApp integration<\/li>\n\n\n\n<li>Enable online payments if required<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Beginner Tips<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start with a minimal configuration<\/li>\n\n\n\n<li>Test using dummy patient data<\/li>\n\n\n\n<li>Train staff on new features<\/li>\n\n\n\n<li>Create reusable templates<\/li>\n\n\n\n<li>Enable appointment reminders to reduce no-shows<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Troubleshooting<\/strong><\/h2>\n\n\n\n<p><strong>Pro settings not visible:<\/strong><br>Ensure Pro is activated and you are logged in as Administrator.<\/p>\n\n\n\n<p><strong>Custom form missing:<\/strong><br>Check form status and assigned module.<\/p>\n\n\n\n<p><strong>SMS not sending:<\/strong><br>Verify Twilio credentials, balance, and phone number format.<\/p>\n\n\n\n<p><strong>Tax not applied:<\/strong><br>Ensure tax is active and assigned to services.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Setup Time Summary<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><span style=\"color: #7093e5\" class=\"stk-highlight\">Task<\/span><\/th><th><span style=\"color: #7093e5\" class=\"stk-highlight\">Estimated Time<\/span><\/th><\/tr><\/thead><tbody><tr><td>Branding<\/td><td>5 minutes<\/td><\/tr><tr><td>Colors<\/td><td>5 minutes<\/td><\/tr><tr><td>Copyright<\/td><td>2 minutes<\/td><\/tr><tr><td>Tax Setup<\/td><td>5 minutes<\/td><\/tr><tr><td>Custom Form<\/td><td>10 minutes<\/td><\/tr><tr><td>SMS Setup<\/td><td>15 minutes<\/td><\/tr><tr><td><strong>Total<\/strong><\/td><td><strong>30\u201340 minutes<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Setup Complete!<\/strong><\/h2>\n\n\n\n<p>Your KiviCare Pro system is now ready with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Branded dashboard<\/li>\n\n\n\n<li>Custom patient forms<\/li>\n\n\n\n<li>Tax-ready billing<\/li>\n\n\n\n<li>Automated notifications<\/li>\n\n\n\n<li>Improved clinic workflow<\/li>\n<\/ul>\n\n\n\n<p>You\u2019re now ready to manage your clinic efficiently with KiviCare Pro.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Configure KiviCare Pro quickly and start managing your clinic in just 30 minutes using this beginner-friendly setup guide. Overview This Quick Start guide assumes that KiviCare Pro is already installed and activated on your WordPress site. It walks you through the essential configuration steps required to begin using core Pro features efficiently. Estimated Time: 30 [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[],"class_list":["post-1640","post","type-post","status-publish","format-standard","hentry","category-kivicare-pro-getting-started"],"featured_image_src":null,"author_info":{"display_name":"wordpressadminiq","author_link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/author\/wordpressadminiq\/"},"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/comments?post=1640"}],"version-history":[{"count":3,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1640\/revisions"}],"predecessor-version":[{"id":2369,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1640\/revisions\/2369"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/media?parent=1640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/categories?post=1640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/tags?post=1640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}