Ready to run your center on real software? Great decision. The first question most owners ask is: what do I do first? This guide shows you how to set up your center on PTset in the right order, from the first minute to the first booked session, so you don't waste time on settings that can wait. If you don't know PTset yet, it's a platform for running physical therapy and rehabilitation centers, in Arabic and English.
Step 1: Create and activate your account
- Open Create your account and enter your name, e-mail and a strong password.
- You'll get an activation code by e-mail. Enter it on the page to activate your account.
- No code? Check your spam folder, and make sure the e-mail address is spelled correctly.
This is your owner account. From it you manage your subscription, your centers and all your branches.
Step 2: Start with the free plan
You don't need to pay anything to start. Choose the free plan and try your center fully, then move to a paid plan when your team grows or you open a new branch. Compare them on Plans and prices.
Step 3: Create your center and choose its link
From "Add a center", fill in:
- The center's name, as it should appear on receipts, reports and the login page.
- The country, which sets your currency and time zone.
- The center link, in small English letters, for example ptset.com/elagi. Your team and cases log in from it, so keep it short and easy to remember.
- Phone, address and logo. You can change them later.
A few seconds later your center is ready, with its own separate database.
Step 4: Follow the Center setup guide (it starts by itself)
The first time you open your center, a step-by-step guide starts automatically. Follow it in this order, because the order matters:
Center details, language and currency
Check the address and phone, and choose your city's time zone and your currency. Every schedule time and every invoice amount depends on them.
Settings
The most important step of the whole setup: specialties, the case form, the schedule, staff rules, notifications and billing. Go through each section once.
Working days and hours
Switch on the days your center works and set the hours, with two periods if you close in the middle of the day.
Services and prices
You'll find a ready list of services. Turn off what you don't offer, add what's missing, and check each price. Your base price list is built from it automatically. Add other price lists only for packages, insurance or partners.
Your center's web page
Your login page is also your center's public page: add your numbers, WhatsApp, location and a short description.
Step 5: Add your team and set their privileges
After the center setup, the Team guide starts:
- Add your therapists. Each gets their own account and sees their own schedule, sessions and salary.
- Add a receptionist in the Secretary group, to book sessions and take payments.
- Privileges. The presets are a safe start. Change only what your center needs.
- Rate categories and pay method. Fixed salary, per session or a share, so payroll calculates itself every month.
- Attendance. Your team checks in by scanning the center's QR code.
Step 6: Add your first case and book the first session
Your center is now ready for real work. Add your first case, then book its session from the schedule. If the sessions repeat, book them once as recurring instead of one by one. Read our tips in session scheduling in a physical therapy center.
How long does setup take?
It depends on the size of your center, but this is a realistic plan for most centers:
- About 10 minutes: account, plan and creating the center.
- One to two hours: center details, settings, services, prices and working hours.
- One to two days: adding and training your team, entering current cases and booking their sessions.
Tip: start with a trial week
Run PTset alongside your current method for one week: record bookings and payments in it, and review the results with your team at the end of each day. After that week you'll know what to adjust in the settings, and you can switch over fully with confidence. Remember that every setting can be changed later, so don't get stuck on one step.
Common mistakes in the first week
- Adding the team before setting services and prices, then redoing the numbers.
- Ignoring the time zone and currency, so times and amounts look wrong.
- Entering all your old data at once. Start with your current cases and add older records gradually, or import them from Excel on the Backup page.
- Not training the team. Send them the center link and let them use the "Show me how" button.
You're not on your own
- A help icon next to every option, and a "Show me how" button on every page.
- The Help center and how-to videos on the PTset YouTube channel.
- Support in Arabic on WhatsApp.
- New features reach you automatically. Follow them on What's new.
Still comparing systems? Read why PTset.
Start now: create your free account, see the plans, or talk to us on WhatsApp and we'll help you set up your center.
