Set up your clinic

From signing up to your first real booking. Have your clinic's address, your test prices and your opening hours to hand.

Where
SettingsGo live
For
Clinic admins
Reading time
4 min read
www.bookdrawn.com/dashboard/settings
The set up your clinic screen in Drawn.

Create your account#

  1. Go to Start free trial and enter your clinic's name, your name, your email and a password of at least 12 characters.
  2. Choose I run the clinic and review results if one login should do everything, or I run the clinic, doctors review results if your doctors will have their own logins for reports.
  3. Accept the terms of service and the data processing agreement. Drawn keeps a record of the versions you accepted.
  4. Check your email for a six-digit code and enter it. You'll get a new code like this each time you sign in.

Your free trial lasts 14 days and includes everything in the Clinic plan. You don't need a card to start.

The five setup steps#

After you sign in for the first time, Drawn asks five quick questions. You can change every answer later.

www.bookdrawn.com/dashboard/setup
Drawn's setup, on step 5 of 5: How do patients pay? At the appointment, or online when they book.
The five steps, with the last one open. Skip anything you're not ready for: it waits for you in Settings.
  1. Where. Your clinic's address, or the postcodes you cover for home visits. See Locations and home visits.
  2. Test. Tick tests from the ready-written gallery, and add any of your own. See Your test menu.
  3. Hours. Who takes blood, where, and on which days. Choose yourself or add someone from your team. Patients only see times when somebody is working.
  4. Privacy. The privacy notice patients read before they book. Start from Drawn's template, paste your own, or link to the one on your website. See Privacy and patient data.
  5. Payments. Patients pay you at the appointment, or online when they book. See Taking payment.

Make a test booking#

Before you go live, book an appointment the way a patient would.

  1. Open SettingsGo live.
  2. Press Make a test booking. Your booking page opens in a new tab, even if it isn't live yet.
  3. Choose a test, a place and a time, and fill in the details.

The booking shows in your dashboard marked as a test. Nothing is charged, and it's deleted after a day.

The first step of the booking page on a phone: choose your tests, with prices and a fasting tag.

Go live#

The Go live checklist in Settings shows what's left. Your booking page can take real bookings once all four are done:

  • a privacy notice, written in Drawn or linked from your website,
  • a clinic location, or a home visit area with at least one postcode district,
  • a test patients can book,
  • someone with weekly hours at one of those locations.

Then press Go live. Your booking link starts working straight away. Next, put it where patients will find it: see Booking link and QR code and Add booking to your website.

Good to know

Moving from another booking system? You can import your patients and future appointments from a spreadsheet.

Still stuck?

Email us and a real person will help. Guides last updated 3 November 2026.

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