Complete clinic setup
Use Setup to see how far your clinic is from going live, do the next step that's waiting on you, and retry a step that failed.
Purpose
Setup lists everything your clinic needs before it goes live. It shows which steps are done, which are waiting on someone else, which failed, and the one step that's waiting on you. This guide works through it.
Before you start
only the clinic Owner sees Setup.
Setup checks your saved details and team directly. You never tick a step by hand.
Steps
Step 1: Open Setup
Doopen Settings. In the first section, Setup, select Open setup →.
You'll seeSetup, with how many steps are done (shown as done of total), a percentage and a
progress bar, then the list of steps.
each step is marked Whole clinic (your whole account) or This branch (the centre you're in).
Step 2: Read the alert
Doread the one alert above the steps.
You'll seeone of these: a failed step with Retry; Next: and a step name, with Set up →;
Nothing for you to do right now; or your clinic's name followed by is set up.
Sothe alert always shows the most urgent thing, so a failed step comes before your next step.
Step 3: Do the next step
Doselect Set up →. Do the step on the page it opens, then come back to Setup.
You'll seethe finished sub-step ticked, with what you saved beside it.
Practice opens Clinic settings, Team opens your team, Plan opens billing, and
Agreement opens the first agreement you haven't accepted yet.
a step with no Set up → link reads Not started. It has no page in Keel yet.
Step 4: Retry a failed step
Doread the reason in red under the failed step, fix what it names, then select Retry.
You'll seeRetrying…, then the step back at Not started, ready to go again.
Soa step marked Failed was checked by the Airgent team or the system, and the reason says what went wrong.
if you see This step changed since you opened the page. Refresh to see it., select Refresh.
Result
You'll seeeach step you've finished marked Done.
You'll seeyour clinic's name followed by is set up only when every step is done and Keel can check all
of them.
If it doesn't work
Check each step's state, top to bottom.
- If you see: No Setup section in SettingsOnly the Owner sees it, and not every clinic shows it. Ask your Owner (unavailable actions)
- If you see: Couldn’t load your setupRefresh the page
- If you see: Needs you, or a sub-step FailedRead the reason, then Retry (step 4)
- If you see: Set up → or Not startedDo the step (step 3)
- If you see: GSTIN stays Not startedAdd your GSTIN in clinic details (before this)
- Working: Waiting, or Waiting on Meta, Waiting on carrier, Waiting on Airgent or Waiting on GoogleNothing to do. It changes on its own
- Working: In progress with not tracked yet beside the countNothing to do. See Limits
- Working: Not tracked yetNothing to do. Keel can't check this step yet
- Working: DoneDone
Limits
some sub-steps show Not tracked yet because Keel can't check them yet. They aren't counted,
and a step that has any stays In progress. For example, Practice stays In progress while Team size and
Profile links aren't tracked.
every clinic starts with Account, Offering, Plan, Practice and Team. Other steps
depend on what your clinic uses.
on the phone, open Setup from the Me tab. The phone shows progress but has no Set up →
links. It says Finish it on the web. where the web has a page.
Checked against the Keel product source and in the live product on 2026-10-09. Opening Setup, the progress count, the step list with Whole clinic and This branch, the Next alert and the In progress, Not started and Not tracked yet states were observed. Failed, waiting and all-done states, retrying, and the phone app were not exercised.