Documentation
Daobook Tutorials
Step-by-step guides and video walkthroughs for every feature of your Daobook clinic.
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Other tutorials
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Keeping a Card on File to Pay for Visits
Keep a client's card on file with their agreement, by a secure link or in the clinic, and charge it for their invoices from Record Payment — never automatically.
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Running a dispensary
Turn on the Dispensary for a clinic where several practitioners prescribe and one dispensary makes up their prescriptions, say how each prescription is to be made up, and work the queue and the bench.
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Keeping a visit apart (California)
For clinics in California: mark a visit about contraception, abortion or gender-affirming care so it opens only to the people you authorise, only from inside California.
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Security settings
Set how everyone at your clinic signs in, see who opened, changed, exported and printed what, and choose when Daobook support may see your records.
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Connecting an app to your Daobook
Let an app you use, such as an AI assistant, act as you in Daobook within what your role allows, see what it may do, and disconnect it.
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When a patient asks for a correction
Log a request to correct the record, answer it by accepting or declining, keep the patient's statement with the record, and log the times the record leaves the clinic.
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Giving a patient a copy of their record
Log a request for a copy, then download the whole record as one zip or send it to the patient by a secure link, with the deadline watched for you.
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Running a class
Run Qi Gong, a Ba Duan Jin group or a workshop as an appointment type with places: put the sessions on the calendar, let clients book a place online, add them at the desk, and have every attendee reminded and invoiced like any other booking.
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Billing WorkCover and Other Funders
Bill WorkSafe, WorkCover, an insurer or an aged care provider under a claim: the funder as a contact, the claim on the patient's case, and invoices that carry the claim number, your provider number and the patient's details.
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Connecting your website with the Daobook API
Make an API key for your own website, app or WeChat Mini Program, hand it to your developer, and add a webhook so your site hears about changes.
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Sending a Bulk Message
Email or text a group of your clients at once — a holiday closure, a change of hours, a nudge to rebook — to everyone who has opted in.
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Reaching out
Everyone worth a message, in Messages → Recalls & follow-ups: text, email or book each one in a press, and tick them off.
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Tracking Progress with Measures
Track the same things at each visit, a rating such as pain or sleep or a measurement such as weight, see the numbers line up visit by visit on the case and profile, and send clients their progress in a letter.
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Cases: Following One Condition Across Visits
Group a patient's bookings and visits under one condition, give the course a planned number of sessions so every visit says where it sits, and read the whole course on one page.
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Attaching Photos and Files
Put a BBT chart, a tongue photo or a referral letter on a client's record: attach it to a field in a consultation note, snap it with your phone, or upload it to their profile, then compare photos across visits in Files.
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Receiving a Delivery into Stock
Photograph the invoice that came with a delivery, check the lines Daobook reads from it, and put the whole order on your shelf at once.
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Setting Up Intake Forms
Build a new-patient or consent form from a TCM template, send its answers straight to the client profile, attach it to your appointment types so it goes out with each booking, and read what comes back.
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Customising Your Consultation Templates
Copy a built-in consultation template and make it your own: rename and reorder fields, add text boxes, tick boxes, checklists and diagrams, pre-fill default text, and archive a template you no longer use.
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Using Daobook as a Chinese Medicine Student
Sign up for a free student account, see what it includes, and switch to a practitioner account once you are registered with AHPRA.
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Merging Duplicate Client Profiles
Combine two profiles for the same person, so all their appointments, notes and invoices sit on one.
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Using the Waiting List
Keep track of clients who want an appointment sooner than you can offer, see who fits a time as you book it, and text a freed time to them straight from the calendar when someone cancels.
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Setting Up Online Bookings
Choose which booking link to share, put the booking form on your website, and decide which services and times clients are offered, what they read and what the form asks.
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Adding Team Members and Setting Their Permissions
Give receptionists, bookkeepers, admins and other practitioners their own login, choose what each can see and do, and know which of them count toward your subscription.
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Bringing Your Data Across from Another System
Move your clients, appointments and notes from Cliniko, Nookal, Halaxy, Zanda, Jane or almost anywhere else: send a migration request, follow the export instructions you get back, and upload the files.
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Connecting Brevo
Keep your clients in Brevo as contacts with visit, value and demographic fields, so your newsletters and automated campaigns run on a list that is always current.
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Setting Up Your Calendar
Working hours, a one-off extra day, appointment types and add-ons, rooms, how the calendar is drawn, and being told when a colleague books into your column.
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Your First Consultation
The whole visit end to end — notes, diagrams, acupuncture points, a herbal prescription, the label and the invoice — in one pass.
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Herb Inventory: Stock, Batches and Expiry
Track what your dispensary is holding, what it cost and when it expires — herb stock, formula batches, and the alerts that tell you before you run out.
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Printing Prescription Labels
Print thermal labels and A4 instruction sheets for your prescriptions, and set up how they look — the layout, herb names, label warnings, preparation instructions and your logo.
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Card Hold at Booking
Keep a card on file when clients book online, so a late cancellation or no-show can be charged the fee in your cancellation policy — by you, never automatically.
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Connecting HighLevel
Keep your clients in HighLevel (GoHighLevel / LeadConnector) as contacts with engagement fields, so your agency's campaigns and automations run on a current list.
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Follow-ups
Set a reminder to get back to a client — at the end of a consultation or from their profile — and work through recalls and follow-ups from one list.
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Taking Online Payments with Square or Stripe
Connect Square or Stripe on the Payments page so your clients can pay invoices online, pay a deposit when they book, and buy gift vouchers — straight into your own account.
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Your Own Diagrams and Diagrams in Templates
Upload your own charts — an ear map, a foot chart, a preferred body figure — and draw on them like the body chart; then place any diagram inside a consultation template so it sits in the note.
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Building a Herbal Prescription
Start from a classical formula, add or adjust individual herbs, scale the whole script to the amount you are dispensing, and save it to the client record.
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Transferring Ownership of Your Account
Hand your Daobook account — the subscription and every location under it — to another member of your team, with an accept step on their side.
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Recording a Consultation with the AI Scribe
Record your consultation and have a draft note written into the fields of your own template — how to switch it on, what lands where, working in English or Chinese, and how to use your own headings.
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Recording Acupuncture Points
Chart the points you needled in seconds using your own quick-pick palette, protocols, and custom points — and see each client's point history build over time.
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Granule Concentration Ratios
Record the extract ratio of your granules, prescribe in raw-herb doses and let Daobook work out the granule grams, and show the ratio on labels and printouts. Optional throughout — nothing changes until you switch it on.
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Appointment Reminders, Confirmations & Cancellations
Set up automated appointment reminders, and let clients confirm, reschedule or cancel their own appointment straight from the reminder — with a notice window and staff notifications you control.
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Recording Expenses
Record supplier bills, clinic costs, and inventory restocks in one place. Learn the difference between Costs, Stock items, and Overheads, how freight folds into your landed cost prices, and how to handle GST — with worked examples.
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Gift Vouchers: Selling, Redeeming & Managing
Sell a gift voucher on an invoice or online, give one away, redeem it at the payment screen, and find every voucher in one place.
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Practitioner Commission
Configure commission rates per practitioner, handle GST on the clinic's service fee correctly, and read the commission report.
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Setting Up a Second Practice Location
A second clinic, a shared team member, and per-location working hours — here's the order of operations so settings land where you expect.
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Multi-Room Availability
Run two or three treatment rooms in parallel. Two settings — rooms per day and hands-on time per appointment type — and Daobook staggers your online bookings, shows each room as its own lane, and tints the lane you can't start in yet.
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SMS Messaging
Send SMS to clients from their profile or the Messages inbox, handle their replies, understand what each message costs, top up your SMS wallet, and configure automated appointment reminders — including when they send and how to word them.
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GST Setup for TCM Practices
Configure GST correctly for a TCM practice — consultations GST-free under Division 38, retail products taxable, and everything flows through to your invoices, expenses, reports, and Xero.
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Xero Integration
Connect your Xero organisation, map your chart of accounts, and understand what Daobook syncs — invoices, payments, expenses, credits, and gift vouchers — so your books stay up to date without manual entry.
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Line-Item Discounts on Invoices
Apply percentage or fixed dollar discounts to individual invoice line items instead of the whole invoice, giving you precise control over what gets discounted.
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Selling Herbs & Formula Batches on Invoices
Sell herb materials and formula batches directly on invoices with automatic stock deduction, default pricing by material type, and dedicated reporting under the Herb Inventory category.
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Letter Templates & Automated Emails
Create reusable letter templates with smart placeholders, send personalised emails or PDFs to clients, and set up automated emails for birthdays, welcome messages, re-engagement, and referral thank-yous.
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Customising Notification Templates
Learn how to customise the SMS and email notifications your clinic sends for appointment reminders, booking confirmations, and cancellations — including per-appointment-type overrides.
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Setting Up Your Brother Label Printer (Windows)
A step-by-step guide to setting up the Brother QL-810W label printer on Windows and printing your first prescription label from Daobook.
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Setting Up Your Brother Label Printer (Mac)
A step-by-step guide to setting up the Brother QL-810W label printer on your Mac and printing your first prescription label from Daobook.