Clinic setup and preferences

The General Settings page: account and contact details, currency and time zone, calendar hours and slot size, cancellations, default automatic messages, auto sign-out and Require 2FA.

Add each place you practice from, with its own address, contact details, time zone, opening hours, invoice details, fees and reminder switch.

Retire a location you no longer practice from without losing its history, and bring it back later if needed.

Add staff, send the invitation, choose the security role and location access, mark someone as a practitioner and set what patients see of them.

Group practitioners by department for the team view, reports and the booking site.

Remove someone as a practitioner or deactivate their account, with their upcoming appointments moved or canceled and patients told once.

See your plan and practitioner limit, pick a plan when the trial ends, switch billing period, upgrade, downgrade or cancel, and understand proration and account credit.

Add, replace and remove the cards that pay your subscription and SMS top-ups, and read the transaction list.

What the Apps Integration page offers: calendars, payment providers, accounting, marketing lists and cloud drives, what Connected and Needs attention mean, and how disconnecting works.

See your ClinyPal appointments in Google Calendar, Outlook or Apple Calendar, and choose what each event shows.

What calendar sync does and doesn't do, and what to check when an appointment is missing, duplicated or on the wrong calendar.

Take deposits and payments through online booking and payment links with Stripe, PayPal or Square, each using your own account.

Send invoices, payments and refunds to Xero, QuickBooks Online or Zoho Books automatically every night, and know what the books will and won't get.

Keep a Mailchimp, Brevo, HubSpot or Zoho Campaigns list in step with the patients who have opted in to marketing email.