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Setting up a new clinic

Create the account, finish the clinic setup, and invite the people you work with.

6 articles Last updated June 14, 2025
Create your ClinyPal account
Sign up, confirm your email, and land in a clinic that's already set up with sensible starting defaults.
Your free trial
What happens while you're trialling ClinyPal, and what to do before it ends.
What comes preconfigured in a new clinic
Your account isn't a blank page when you sign up - see what's already set up, and what still needs your input.
Set up your logo and branding
Add your clinic's logo once so it appears correctly across invoices, statements, letters, and every other document you print or send.
Set up your clinic step by step
A complete walkthrough from a fresh account to a clinic that's genuinely ready to see patients.
Invite your team
Bring colleagues into your clinic's ClinyPal account and set what each of them can access.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Messaging and campaigns

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