You're not starting from nothing
When you create your account, ClinyPal sets up a working starting point automatically — one location using your business details, and a set of common defaults ready to use or adjust.
What's set up for you
| Area | What's included |
|---|---|
| Appointment types | A starter set of common appointment types, ready to book from day one. |
| Payment types | Common ways patients pay, like cash and card. |
| Unavailable block types | Common reasons to block out time, like breaks and leave. |
| Recall types | Standard recall intervals to build on. |
| Concession types | A starter set of common concessions. |
| Referral sources | Common ways patients hear about a clinic. |
| Tax rates | A starting tax rate for your region. |
| Message templates | Confirmation, reminder, cancellation, and follow-up templates, ready to send. |
All of it is yours to change Nothing here is fixed. Rename, edit, remove, or add to any of it the same way you would anything you created yourself.
What still needs your input
Your location's address and contact details start blank and need filling in, and template libraries like letters, treatment notes, and patient forms start empty, ready for you to build the ones your clinic actually uses.
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