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Getting Started with ClinyPal

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.

3 articles Last updated June 14, 2025

Creating Your ClinyPal Account

How to sign up for ClinyPal, what the signup form actually asks for and why, how to verify your email address, and what happens the moment verification completes.

The Initial Clinic Setup Wizard

A step-by-step walkthrough of the guided wizard that runs the moment you verify your email: naming your clinic, adding your first location, picking a specialty template, adding your first team member, and landing on your Dashboard.

Inviting Your Team

How to send your first staff invitations right after setup, assign roles as you invite, what a new team member sees when they accept, and how to fix a stuck or expired invite.

Other categories

Getting Started Scheduling Online Booking Patients Billing & Payments Products Communications Reports

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