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Getting Started

Orientation to ClinyPal: navigation, roles, and your dashboard.

2 articles

Scheduling

The appointment calendar, blocked time, waitlist, and scheduling settings.

6 articles

Online Booking

Configure the patient-facing self-booking page.

1 articles

Patients

Managing your patient list and the full patient record.

17 articles

Billing & Payments

Invoices, payments, taxes, promotions, and clinic payment methods.

9 articles

Products

Managing products and stock levels.

2 articles

Communications

Contacts, broadcasts, SMS, and message templates.

8 articles

Reports

The report library and all 26 individual reports.

28 articles

AI Features

Every AI-powered feature in ClinyPal, and how it works.

7 articles

Clinical Tools & Templates

Treatment notes, patient forms, body charts, and letter templates.

4 articles

Settings: Our Clinic

Clinic-wide settings: general, business info, team, subscription, integrations.

9 articles

Settings: Data Center

Autocomplete fields, data import/export, documents and printing.

4 articles

Telehealth

Running a telehealth session as a practitioner.

1 articles

Staff Hub

Your internal team noticeboard.

1 articles

For Your Patients

Help content written for patients: booking, intake forms, and telehealth.

3 articles

Account & Security

Signing in, two-factor verification, and understanding your role.

3 articles