Setting Up Your Practice

Navigate to the Cari sign-up page and select Create Organization. Enter your name, email address, and a strong password. You will receive a verification email — click the link to activate your account.

Provide your practice name, physical address, phone number, and country. Cari uses this information to configure locale-specific settings such as currency, date format, and regulatory defaults. Select your organization type — clinic, hospital, pharmacy, or diagnostic centre — so the platform can tailor workflows accordingly.

Upload your practice logo and set your brand colour. These will appear on patient-facing booking pages, appointment confirmations, and printed prescriptions.

Open the admin dashboard and go to Settings → Staff. Click Invite Staff Member to begin.

Choose from built-in roles: Doctor, Nurse, Receptionist, Lab Technician, Pharmacist, or Administrator. Each role comes with pre-configured permissions — doctors can create clinical notes, receptionists can book appointments, and administrators can manage billing and settings.

Enter the staff member's email address and click Send Invite. They will receive an email with a link to set their password and complete their profile, including medical license details for clinicians. Cari verifies professional credentials before granting clinical access.

Go to Settings → Appointment Types and create entries such as General Consultation (30 min), Follow-up Visit (15 min), Telemedicine Session (20 min), or Lab Review (10 min). Set the default duration, colour code, and whether the type is available for online booking.

Each doctor or provider sets their weekly availability. Navigate to Scheduling → My Availability and define time blocks for each day of the week. You can create recurring schedules or one-off availability windows for special clinics.

Add buffer time between appointments to account for documentation, handwashing, or room preparation. Cari automatically prevents back-to-back bookings that would overlap with your buffers.

Add a clear, concise description of your practice — the specialties you offer, languages spoken, and any special services like home visits or telemedicine. This helps patients in your area find the right care.

List the insurance providers you accept (NHIF, AAR, Jubilee, etc.) and the payment methods available — mobile money (M-Pesa, MTN MoMo, Airtel Money), card payments, or cash. Cari displays this information prominently so patients know what to expect before they arrive.

Toggle on Online Booking in your practice settings to generate a shareable booking link. Patients can visit this link, choose a provider, select an appointment type, and book a slot — all without calling your front desk. Cari sends automatic confirmation messages via SMS and email.