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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

Signing in and account safety

Sign in securely, set up verification and passkeys, and understand what your role lets you do.

9 articles

The calendar and appointments

Book and manage appointments, block out time, run the waitlist, and set up appointment types and recalls.

15 articles

Let patients book themselves

Decide what patients can book online and shape the public booking experience.

4 articles

Working with patients

Find, add, archive, restore, and safely remove patients, and set the choices that shape their records.

22 articles

Invoices, payments and money

Raise invoices, take and reconcile payments, track expenses, and set up the choices used at billing time.

19 articles

Products and inventory

Keep your product list current and stock counts accurate at every location.

2 articles

Messaging and campaigns

Message patients, run broadcasts, and manage the email and SMS templates that go out around appointments.

13 articles

Notes, forms and templates

Build reusable treatment notes, intake forms, letters, and body charts your clinic can rely on.

8 articles

Insights and reporting

Open the right report, apply filters, pin the numbers you watch, and export what you need.

30 articles

Clinic setup and preferences

Manage locations, users, practitioners, integrations, your subscription, and clinic-wide defaults.

14 articles

Data tools

Bring data in, take data out, control printed documents, and manage reusable autocomplete values.

7 articles

Team noticeboard

Post internal updates and talk them through with the rest of the clinic.

1 articles

Video appointments

Start, run, and wrap up a remote appointment for both the practitioner and the patient.

5 articles

Guides for your patients

Plain guidance you can share with patients for online booking, forms, and video visits.

3 articles

Working with ClinyPal AI

Use ClinyPal's optional AI help while keeping a person responsible for every decision and message.

6 articles