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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, 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.

General

Your dashboard
Understand the health signals, work feed, and pinned figures that greet you when you sign in.

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

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