First steps in ClinyPal

Set up your clinic, learn your way around the workspace, and get your team working on day one.

7 articles Last updated June 14, 2025

Setting up a new clinic

Create the account, finish the clinic setup, and invite the people you work with. · 6 articles

Setting up a new clinic

Create your ClinyPal account

Sign up with your email or a Google or Microsoft account, activate it from the email you receive, and sign in for the first time.

Your free trial

Where to see the days left, what the trial limits, how to move to a plan, and what happens if the trial runs out first.

What comes ready in a new clinic

The defaults a new clinic starts with, what starts empty, and what to fill in before patients hear from you.

Add your logo to documents

Upload the clinic logo once, set its printed height, choose which documents show it, and check the result in a preview.

Set up your clinic

The order to work through a new clinic's settings, from the dashboard checklist to the first online booking, and why each step comes where it does.

Invite your team

Add each colleague as a user, choose their role and location, send the invitation, and deal with a practitioner who has no free seat.

General

How to start the day from the dashboard: the AI summary, what needs attention, today's schedule, the figures and the plan card, and how each role's version differs.

Other categories

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 Notes, forms and templates