Signing up takes a few minutes, but the email you use here follows the clinic for years: billing notices, security alerts and the owner's own sign-in all hang off it. Pick it with that in mind, then follow the steps below to get to your first sign-in.

Before you start

Signing up creates three things at once: your clinic, your own owner account, and a 30-day free trial of every feature with up to 2 practitioners and no card needed. It takes a couple of minutes. Have a work email open in another browser tab, because the account must be activated from an email before you can sign in.

The person who signs up becomes the clinic's main owner. That account has every permission, nobody else can edit or remove it, and it's the one ClinyPal emails if the clinic's data is ever due for deletion. If you're setting the clinic up for someone else, sign up with their email rather than yours.

Sign up with your email

1

Enter the clinic's name and your own

Business name becomes the name of your first location and is printed in every confirmation and reminder patients receive, so write it the way patients know you: Riverside Physiotherapy, not Riverside Physio Pty Ltd. You can change it later under Business Information. First name and Last name are yours; they appear on your user and in the greeting on the dashboard.

2

Enter your work email

This is the address you'll sign in with and where the activation email goes. One email can only belong to one ClinyPal account anywhere. If it's already in use you'll see Email address is already in use. Sign in instead, or use a different address.

3

Choose a password

8 to 32 characters, with at least one uppercase letter, one lowercase letter, one number and one special character. Riverside-2026 passes; riverside2026 doesn't. You'll see the rule spelled out if the password doesn't meet it.

4

Check Country, Currency and Time zone

All three are filled in from your browser's time zone, so for most clinics they're already right. If you change Country, the Currency changes to match, and you can still pick another one. The time zone is the clinic's clock: it decides when a 9:00 appointment is, when reminders go out and what day a report calls today. The currency appears on every invoice and payment. In Canada you also choose your Province or territory; Quebec isn't available yet. A country ClinyPal doesn't serve yet isn't in the list at all.

5

Complete the verification challenge and select Start free trial

The challenge is the small human-check box above the button. If you skip it you'll be asked to complete it before anything is sent.

The ClinyPal sign-up form with Business name Riverside Physiotherapy, First name Sarah, Last name Malik, a work email, a password, Country Australia, Currency AUD, Time zone Australia/Sydney, the verification box and the Start free trial button.
The sign-up form filled in for Riverside Physiotherapy, with Country, Currency and Time zone already detected.

When the clinic has been created, the form is replaced by Check your email. You can close the page.

Activate the account from the email

Within a minute or two you'll receive an email titled Activate your ClinyPal account. Select Activate my account in it. You're taken to the sign-in page with the note Your email is confirmed — log in to continue. Sign in with your email and the password you chose.

An email from ClinyPal headed Activate your ClinyPal account, with a short welcome line and an Activate my account button.
The activation email, with the Activate my account button.
The activation link works for 24 hours. After that the sign-in page shows That activation link has expired. with a Send a new activation link button. It sends a new link to the same address, valid for another 24 hours: A new activation link is on its way to your address, It works for 24 hours. Support can't resend a link or change the address for you.

The page after signing up says Check your email, and under it: Didn't get it? Sign in with your email and password and choose Send a new activation link. Give it a few minutes and check the junk folder first. If ClinyPal couldn't send the email at all, the page says Your clinic is set up, but we couldn't send the activation email to your address, with a Try again button. If that fails as well: We couldn't send the email just now. Please try again in a few minutes.

  • Forgot password works too. On the sign-in page, choosing Forgot password for an account that isn't activated yet sends a reset link; choosing a new password from it also confirms your email address, and you then sign in normally.
  • Typed the wrong address? Sign up again with the right one. The unused clinic is removed on its own after its trial lapses.

Sign up with Google or Microsoft instead

Where Continue with Google or Continue with Microsoft is offered above the form, you can sign up with that account and never have a ClinyPal password. After you approve the sign-in with Google or Microsoft, you're brought back to the form with your name and email already filled in and locked, and no password fields. A note on the form says which sign-in you'll use and which region your clinic's data will be stored in. Fill in the business name, country, currency and time zone as above.

The sign-up form in Google mode, with a notice reading You'll sign in with Google and the region where the clinic's data will be stored, the email field grayed out, and no password fields.
The sign-up form after choosing Continue with Google: the email is locked, there's no password, and the note names the sign-in provider and the data region.
  • Google: you're signed in the moment the clinic is created. There is no activation email.
  • Microsoft: most accounts behave like Google. Some work accounts don't confirm the email address to ClinyPal; then the activation email is sent and you activate as described above.
  • If that Google or Microsoft account already belongs to a ClinyPal user, you're signed in to that clinic instead of creating a second one.
  • Want a password as well later, for example to sign in on a device without your Google account? Use the forgotten password page with your email; it sets one.

What you have after signing in

Your first sign-in lands on a dashboard with a Get started checklist rather than figures, because the clinic has no patients yet. At this point:

  • You are the main owner with the Administrator role.
  • You are not yet a practitioner. Patients can't be booked with you until you switch that on for your own user, which is the first checklist item. See Invite your team.
  • The clinic has one location, named after the business, with the address and phone number still blank. Patients would receive blank lines where your address goes, so fill in Business Information early.
  • Starter appointment types, payment types, tax, message templates and more are already in place. See What comes ready in a new clinic.
  • The free trial is counting from today. See Your free trial.
Set up your clinic
The order to do things in before you book your first patient.

If the sign-up page refuses

  • Too many attempts from this network. Please wait a minute and try again.: several sign-ups came from the same network in a short time. Wait a minute.
  • We couldn't create your account just now. Please try again in a few minutes.: a temporary problem on ClinyPal's side; nothing was created, try again shortly.
  • A link was just sent. Please wait a minute before asking again.: you asked for a new activation link twice within a minute.
Sign up with the email the clinic will keep. The owner's email is where billing, low-credit and security emails go, and it can't be handed to another ClinyPal account later. A shared practice address is safer than a personal one.