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Shop setup (APSX)

First-time setup after your package is approved — shop details, hours, rooms, stock, team, roles and finance

16 steps~45 minwww.app-apsx.com
Contents

The shop owner does this at www.app-apsx.com (Shop settings), top to bottom. Steps marked Optional can be skipped. The in-app Get started checklist ticks each step once it is done; then continue with the clinic guides

1

Get started

Step 1.1Owner/manager

Create your shop

Shop name · business type · from your approved package

Create your shop

Create your shop

How

  1. 1Create a shop from your package — Press Create store account under the empty slots, then fill in the shop name and business type
Step 1.2Owner/manager

Shop details

Logo · address · phone · tax invoice details

Shop details

Shop details

How

  1. 1Shown on every document — Logo, name, address and phone are printed on receipts, medical certificates and all shop documents
  2. 2Save when done — After editing, a save bar appears at the bottom — press Save before leaving

Done when: Ticks itself once logo, address and phone are filled in

Step 1.3Owner/manager

Hours / holidays / appointment topics

Used by appointments and doctor schedules

Hours / holidays / appointment topics

Hours / holidays / appointment topics

How

  1. 1Opening hours — Set opening hours and days — appointments can only be booked inside them
  2. 2Holidays and topics — Add yearly holidays and appointment topics (e.g. follow-up, injection) for staff to pick

Done when: Ticks itself after changing hours or adding a holiday · keeping 09:00–20:00? press "Reviewed"

2

Shop

Step 2.1Owner/manager

Rooms / beds

Exam rooms · service rooms · IPD beds

Rooms / beds

Rooms / beds

1Numbers in the screenshot match the steps · click to enlarge

How

  1. 1Add your first exam room — Press Add Room, name it (e.g. Exam room 1) and pick the room type — rooms appear when opening queues in the clinic system
  2. 2Have IPD beds? — If you admit patients overnight, add beds to that room here — otherwise skip

Done when: Add at least one room and this step ticks itself

Step 2.2Owner/manager

Departments

Standard departments added · link rooms and warehouses

Departments

Departments

1Numbers in the screenshot match the steps · click to enlarge

How

  1. 1Standard departments are ready — Standard departments were copied when the shop was created — rename or remove to match, then press Reviewed above
  2. 2Add your own — Add departments that are not in the list
Step 2.3Owner/manager

Warehouses

Main warehouse created · add more per your package

Warehouses

Warehouses

1Numbers in the screenshot match the steps · click to enlarge

How

  1. 1Main warehouse is ready — Medicine and products are deducted from the main warehouse — most shops need only one
  2. 2Need more warehouses? — Add warehouses and link them to departments (buy extra under Purchase)
Step 2.4Owner/manager

Tags / categories

Customer tags · product categories ("General" included)

Tags / categories

Tags / categories

How

  1. 1Group things for search — Tags mark customers (e.g. VIP, allergy); categories group products, courses and checks in reports

Done when: Add at least one tag and this step ticks itself

Step 2.5Owner/manager

Documents

Number prefix · digits · yearly reset

Documents

Documents

How

  1. 1Document numbering — Set prefixes and digits for receipts, invoices, queues and HN — defaults work; set before the first document
3

Team & access

Step 3.1Owner/manager

Roles & reports

10 default roles · adjust menus and reports each role sees

Roles & reports

Roles & reports

How

  1. 1Default roles are ready — Doctor, nurse, finance etc. come pre-configured — check what each role sees, then press Reviewed
Step 3.2Owner/manager

Invite users

Email invitations · assign roles

Invite users

Invite users

1Numbers in the screenshot match the steps · click to enlarge

How

  1. 1Invite your team — Enter a staff email, pick a role and send — they join from the link in the email

Done when: Invite at least one person and it ticks itself · working alone? skip

4

Finance

Step 4.1Owner/manager

Accounts / payment channels

26 accounts + cash/transfer/card/other created · add your bank account number

Accounts / payment channels

Accounts / payment channels

How

  1. 1Payment channels — Fill in your bank and account number on the Transfer channel — it shows when taking payments and on invoices
  2. 2Add more channels — e.g. a second bank account, shop QR or a separate card terminal

Done when: Ticks itself once a bank account number is set on a payment channel

Step 4.2OptionalOwner/manager

Commission

By sales / payments (optional)

Commission

Commission

1Numbers in the screenshot match the steps · click to enlarge

How

  1. 1Commission rates — Set a rate (% or baht), then assign it to staff on the Users page — not used? skip
Step 4.3OptionalOwner/manager

Hand's fee

Per check/course (optional)

Hand's fee

Hand's fee

1Numbers in the screenshot match the steps · click to enlarge

How

  1. 1Doctor/staff hand's fee — Create fee items, then link them to checks or courses in the clinic system — not used? skip
Step 4.4OptionalOwner/manager

Points

Points per baht (optional)

Points

Points

How

  1. 1Customer points — Set how many baht earn a point and how points redeem — not used? skip
Step 4.5OptionalOwner/manager

Course settings

Course expiry counting · lock transfer/edit (optional)

Course settings

Course settings

How

  1. 1Course rules — Choose whether expiry counts from purchase or first use, and whether staff may transfer/edit courses
Step 4.6OptionalOwner/manager

API / Payment / Webhook

Connect external systems (optional)

API / Payment / Webhook

API / Payment / Webhook

How

  1. 1For integrations — Create API keys, online payment settings or webhooks — most shops can skip this

Shop set up — now open the clinic system

Press "Enter system" on your shop account, then start with the My account guide

My account guide
See all guides