ClinyPal connects to the tools a clinic already uses: calendars, card payments, accounting, marketing lists, cloud drives. Each connects with your own account and can be disconnected the same way.

What you'll learn
  • Every app ClinyPal connects to, by category
  • What Connected, Not fully connected and Needs attention mean
  • What disconnecting does and doesn't remove

The apps

Open Settings, then Apps Integration. Search apps or filter by category; select an app to see its connection and settings. Each connects with your own account at that service, and ClinyPal never sees your password: most send you to the provider's own page to approve access, PayPal, Brevo and HubSpot take keys you create in their own settings, and Google Drive and OneDrive first ask you to Agree and connect to where exported files are kept.

CategoryAppsGuide
CalendarGoogle Calendar, Microsoft Calendar, Apple CalendarConnect your personal calendar
PaymentsStripe, PayPal, SquareConnect an online payment provider
AccountingXero, QuickBooks Online, Zoho BooksConnect your accounting software
MarketingMailchimp, Brevo, HubSpot, Zoho CampaignsConnect a marketing tool
DocumentsGoogle Drive, OneDriveExport letters, invoices and reports to your clinic's drive with one click; the Export to Drive button appears on those documents once connected.
The Apps Integration page listing apps by category with status labels Connected, Needs attention and Not connected, and a search field.
The Apps Integration page with Google Calendar Connected, Xero showing Needs attention and Stripe Not connected.

Connection states

StateMeaning
ConnectedWorking; Check connection confirms Connection is healthy and shows Connected as the account used.
Not fully connectedThe provider needs a step finished on its side, such as Stripe's Finish setup.
Needs attentionAccess expired or was revoked: This app needs attention. Please reconnect. Calendar and accounting sync pause until you do.
Coming soonListed but not yet available.

Calendar connections are personal to each practitioner; payment, accounting, marketing and document apps are clinic-wide and need an administrator. Disconnect removes ClinyPal's access and clears the stored credentials; what was already synced stays in the other system.

Disconnecting removes ClinyPal's access only. Invoices already in the accounting app, events already in a calendar and contacts already in a marketing list stay where they are; ClinyPal stops adding to them.