Welcome to ChiroHD, and congratulations on beginning your setup journey. Whether you're opening a single-location practice or managing a multi-location franchise network, this guide will walk you through the System-Level Dashboard—the control center for your network-wide configurations.
This article accompanies a video-based training session and is intended to be followed interactively. You are encouraged to pause after each section, complete the setup steps in your own ChiroHD environment, and resume the training once finished.
1. 🧭 Introduction to the System-Level Dashboard
Upon logging into ChiroHD, users with system-level access will be presented with the System-Level Dashboard. This dashboard is the central command hub for configuring your entire network’s operational structure.
Here’s what you can manage from the system level:
Services
Inventory
Appointment types
Calendar templates
Users and roles
Standardized settings across all locations
📌 Important Note: Any configuration done at the system level automatically applies to all locations within your network. This allows for consistent branding, pricing, scheduling, and workflows across the entire organization.
2. 🏢 Single Location vs. Multi-Location Setup
Whether you're opening one clinic or 100, the system-level setup process is the same.
For Single-Location Clinics
Configure everything from the system level just as a franchise would
Ensure that your clinic has all services, prices, and appointment types clearly defined from the start
For Franchises & Multi-Clinic Networks
Settings configured at the system level cascade to every location
Use this to standardize:
Pricing
Appointment categories
Calendar colors
Other configurations
Example: Create pre-defined calendar templates that each location can use to ensure franchise-wide consistency
3. 👤 Understanding User Roles and Access
System-Level Users
If you are an administrator responsible for setting up your entire network, you will see the System-Level Dashboard upon logging in
Location-Level Users
If you are a:
Franchisee
Clinic Owner of a specific location
Doctor or staff member at an individual clinic
You will likely be directed to the Location-Level Dashboard
📌 Important: If your dashboard does not match the system-level view, the video and steps outlined in this article may not apply to you.
📝 This article will walk you through all about users!
5. 🛠️ Getting Started with Services
The first configuration task is to set up your Services.
Services in ChiroHD represent the treatments, procedures, and offerings your clinic provides to patients.
🛑 This article goes into detail how to set up your services!
What to Include in Services:
Chiropractic Adjustments (e.g., Initial Visit, Follow-Up)
Wellness Services (e.g., Massage, Nutritional Counseling)
Diagnostic Services (e.g., X-ray, Posture Scan)
Any other billable or schedulable items
Each service should include:
Name
Price
Duration
Code (if applicable)
Color Coding (for calendar visibility)
➡️ Once you’ve entered your services into the system, you’ll be ready to move on to configuring Appointment Types.
🆘 Need Help?
If you have any questions during setup:
Use the in-app chat widget to contact a Customer Success Specialist
Refer to additional guides in the ChiroHD Help Center
Reach out to your onboarding contact directly for further support
📌 Conclusion
Completing your system-level setup is the foundation for a smooth, unified experience across your practice or network. Starting with Services ensures that your most critical offerings are properly configured for scheduling, billing, and reporting—paving the way for a strong ChiroHD foundation.