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Clinic setup and preferences

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

14 articles Last updated June 14, 2025
Set up your locations and business details
Add each of your clinic's locations, with its own address, fees, and online booking visibility.
Archive or restore a location
Retire a business location you no longer operate from, or bring one back if you need it again.
Set your clinic-wide defaults
Set the currency, time zone, calendar behaviour, and terminology that apply across your whole clinic.
Manage your team
Add staff, set what each person can access, and turn practitioners on so they can be booked.
Organise practitioners into departments
Group practitioners by department and see the whole team laid out at a glance.
Deactivate a practitioner
Handle their upcoming appointments properly before removing someone as a practitioner.
Manage your subscription
See your current plan, switch between monthly and yearly billing, and cancel or reactivate when you need to.
Connect apps and integrations
Connect calendars, payment processors, accounting software, and marketing tools your clinic already uses.
Connect your accounting software
Push issued invoices straight into Xero, QuickBooks Online, or Zoho Books, without re-entering them.
Connect an online payment provider
Let patients pay deposits and fees online through Stripe, PayPal, or Square when they book.
Connect a marketing tool
Keep an email marketing list in sync with patients who've actually opted in, using Mailchimp or a similar tool.
Connect your personal calendar
Sync your ClinyPal appointments to Google Calendar, Microsoft Calendar, or Apple Calendar.
Manage your clinic's saved cards
Save a card to pay your ClinyPal subscription and top up SMS credits automatically.
My personal calendar isn't syncing correctly
Understand what calendar sync actually does, and what to check when an appointment isn't showing up.

Other categories

First steps in ClinyPal 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

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