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Getting started with your clinic

Set up the clinic account, finish the initial clinic details, and bring your team into ClinyPal.

3 articles

Getting around ClinyPal

Learn where everyday work begins and how to read the information on your dashboard.

2 articles

Account access and security

Sign in safely, complete verification, and understand what your role allows you to see and change.

4 articles

Scheduling

Book and manage appointments, unavailable time, the waitlist, appointment types, and recalls.

6 articles

Online booking

Choose what patients can book online and how the public booking experience works.

1 articles

Patients

Find, add, archive, restore, and safely delete patients, and configure patient-related choices.

22 articles

Billing and payments

Create invoices, take and review payments, track expenses, and configure the choices used during billing.

19 articles

Products and stock

Maintain the product catalogue and keep stock quantities accurate at each location.

2 articles

Communications

Send messages and broadcasts and configure the email and SMS templates used around appointments.

12 articles

Clinical tools and templates

Build reusable treatment notes, patient forms, letters, and body charts.

4 articles

Reports

Find reports, apply the right filters, save useful views, and export results.

28 articles

Clinic settings

Maintain locations, users, practitioners, integrations, subscription details, and clinic-wide preferences.

9 articles

Data centre

Import, export, print, and maintain reusable autocomplete values.

4 articles

Staff hub

Share internal updates and discuss them with the clinic team.

1 articles

Telehealth

Start, run, and finish a remote appointment.

1 articles

For patients

Patient-facing guidance for online booking, forms, and telehealth.

3 articles

AI features

Use ClinyPal’s optional AI assistance while keeping people responsible for every decision and message.

7 articles