Yosor staff guide — physiotherapy clinic (English)
This guide covers every screen of the Yosor dashboard as a physiotherapy clinic uses it. Read the chapter for the screen you are on, or start with Getting started and the Daily routines chapter, which strings the screens together into the tasks a clinic actually performs.
| # | Chapter | Who needs it |
|---|---|---|
| 1 | Getting started — signing in, the layout, roles, what "therapist-only" means | everyone |
| 2 | Dashboard — the morning screen and booking requests | everyone |
| 3 | Appointments — the day list, booking, the appointment page, statuses, check-in, notifications | reception, physiotherapists |
| 4 | Calendar, roster, waitlist and walk-ins — the grid, drag-and-drop, the reservation sheet, the full checkout till | reception |
| 5 | Customers — the customer list, the customer record, treatment plans, session packs, forms | everyone |
| 6 | Catalog — services, session packs, selling a pack | manager |
| 7 | Payments, POS and sales — taking money, invoices, receipts, refunds and write-offs | reception, manager |
| 8 | Reports — every report tab, staff ratings, exports | manager |
| 9 | Messaging and reviews — WhatsApp templates, delivery, SMS, review requests | manager |
| 10 | Settings — business setup, scheduling, team and permissions, insurance companies, forms, everything else | manager |
| 11 | Daily routines for a physiotherapy clinic — first visit, a treatment course, an insured visit, no-shows, end of day | everyone |
| 12 | Quick reference — statuses, permissions, glossary, known limitations | everyone |
Conventions used in this guide
- Screen › Section › Control names a path through the interface, for example
Settings › Team › Permissions.
- A control that you cannot see is usually hidden because your role lacks a permission, not
broken. Yosor removes controls it will refuse rather than showing them greyed out. Ask a manager to check your role under Settings › Team › Permissions.
- A figure shown as — means "not known yet" or "could not be loaded". It never means zero.
- Screenshots come from a demo clinic, Irbid Physio Care. Your clinic's names, prices and branches
will differ; the screens are the same.