ControlCitas User Manual

Choose “Create my business free” and sign in with Google.

Register the name, subdomain and business type. The canonical portal is yourbusiness.app.controlcitas.com.

Complete branding, services, professionals and schedules in the welcome checklist.

Review the public site and place a test booking before sharing it.

The creator becomes the owner and can manage all settings.

Review today’s appointments, income, receivables and low-stock alerts.

Use the sidebar on desktop or “Menu” on mobile; options change according to the current role.

Use “View public site” to see what clients see.

Sign out when finished, especially on shared devices.

Filter by date and professional.

Create an appointment with an existing or new client.

Assign service, professional, date, time and internal notes.

Open an appointment to reschedule, change status, begin care or cancel.

Block meetings, breaks, vacations or absences.

ControlCitas validates availability and prevents double booking.

Search by name, document or phone.

Create the profile with minimum information.

Update contact details and communication preferences.

Review related appointments, care records, payments and balances.

Use accurate documents and emails to avoid duplicates.

Start care from the appointment.

Complete the reason, history, physical exam, plan and private session notes.

Add ICD-10 diagnoses when appropriate.

Record supplies so inventory is updated.

Attach only necessary images or PDFs (up to 5 files of 10 MB) and review each upload result.

After closing care, open Patients, choose the profile and expand the entry under “Care history”; reception and inventory roles cannot read clinical detail.

Review recent sales and payments.

Issue a sale for services or products.

Record the payment method.

A receivable is created when a balance remains.

Record later installments against the open balance.

Verify the day total and payment methods before closing.

Create products and supplies with SKU, price and minimum stock.

Record entries with quantity and unit cost.

Clinical consumption and sales reduce stock.

Review minimum-stock alerts.

Keep stable SKUs and clear descriptions.

Configure the exchange rate when operating in PEN and USD; every conversion keeps its applied rate.

Record expenses with account, amount, currency and memo.

Direct account transfers use one currency; record PEN↔USD as a separate exchange operation.

Review balanced entries generated by integrated operations.

Consolidated reports use the local-currency amount; never add nominal PEN and USD amounts.

Use “Reverse” to correct a posted entry; the original remains in the audit trail.

Configure visible services, professionals and schedules.

Share yourbusiness.app.controlcitas.com or a verified custom domain.

Clients choose service, professional, date and time, sign in and confirm their details.

Email and WhatsApp consent is collected during booking.

Unavailable times must be replaced with a current option.

The confirmation page reads the stored booking and payment state; pending never means paid.

Configure name, color, tagline, description and time zone.

Create services and define duration, price, currency and visibility.

Add team members with their sign-in email.

Assign roles based on actual responsibilities.

Configure professional schedules and authorized payment connections.

For a custom domain, publish the unique verification TXT shown in the panel and wait for confirmation before sharing it.

Periodically deactivate access that is no longer required.

The promotional Trial is free through Dec 31, 2026.

Practice is USD 59/month including IGV, up to 5 professionals and every feature except e-commerce.

Clinic is USD 199/month including IGV, e-commerce and up to 50 professionals.

The authorized demonstration practice has an Internal Demo plan: free, no expiry, up to 50 professionals, all modules and no monthly appointment cap. This is an exclusive administrative grant, not a selectable registration plan or a benefit unlocked by renaming a business.

Automatic paid-plan activation remains disabled until recurring billing and payment are verified with the provider; contact support to coordinate activation.

Review the plan, expiry and usage in Settings. Missing or expired commercial subscriptions block new bookings; DPC may revoke the internal Demo grant.

For support, email info@desertpcservices.com with the business subdomain and never send passwords or clinical data.