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Everything a new clinic needs before their first login: creating an account, verifying your email, running through the initial setup wizard, and inviting the rest of your team. Start here if you haven't signed up yet or you're the person who just did.

Orientation for staff who already have a ClinyPal login: how the sidebar is organized, what your dashboard is telling you, and where to find the features covered in the rest of this help center. A short read that pays off every time you're not sure where something lives.

The appointment calendar is where most of a clinic's day happens, so this section covers it in depth: creating, moving, and cancelling appointments, blocking out time for holidays or training, running a waitlist, and configuring the appointment types, unavailable-block types, and recall types that shape what staff see on the calendar.

Configuration for the public, patient-facing self-booking page — booking rules, what patients see before they book, which locations and appointment types are open to online booking, how the booking link is shared, and deposit collection through a connected payment provider.

Everything related to the people your clinic treats: browsing and adding patients, the settings that shape what a patient record looks like (custom fields, privacy rules, referral sources, concession types), and a full breakdown of every tab inside an individual patient's record.

How money moves through ClinyPal: creating and sending invoices, recording payments against them, the settings that control tax rates, promotions, payment types, and billable service pricing, tracking clinic expenses, and managing the card your clinic keeps on file for its own subscription and SMS billing.

Managing the physical products your clinic sells or uses — the product catalog and the stock levels behind each item, location by location.

Every way ClinyPal talks to your patients on your behalf: the general contacts list, one-off and bulk SMS/email broadcasts, your SMS credit balance and manual templates, and the automated confirmation, cancellation, reminder, and follow-up messages sent around every appointment — email and SMS covered as the separate settings pages they actually are.

The report library and all 26 individual reports it contains, organized the same way the app organizes them: Financial, Appointments, Patients, Practitioners, Communications, and Compliance. Every report gets its own article covering what question it answers, how to filter it, and how to read its numbers.

ClinyPal uses AI in a handful of specific, clearly-labeled places to save time on drafting and to make already-computed numbers easier to understand — never to invent data or replace clinical judgment. This category documents every AI touchpoint in the product individually: what triggers it, what it can and can't do, and what happens if it's ever unavailable.

The reusable building blocks clinical staff configure once and use on every patient afterward: treatment note templates, the drag-and-drop patient form builder, body chart diagram templates, and letter templates for patient correspondence.

Clinic-wide configuration that shapes how the whole practice runs: general and business settings, your team of users and practitioners (including the more intricate permission rules around editing accounts), departments, connected app integrations, and your ClinyPal subscription and billing.

Bulk data operations and document formatting: autocomplete suggestion lists, importing and exporting clinic data, and the templates that control how printed documents look.

Running a video consultation from the practitioner's side — screen sharing, live sketch annotation, session transcription, and the AI-assisted visit summary that follows.

Your clinic's internal noticeboard for announcements and team messages.

Help content written directly for patients, not staff — a warmer, plain-language guide to booking an appointment online, filling out an intake form, and joining a telehealth visit. Share these links with patients who ask how something works.

Signing in, two-factor verification, and a plain explanation of ClinyPal's staff roles — useful reading for anyone who's ever wondered why a colleague's Settings menu looks different from their own.