How can we help?
Guides to every part of Clinicify, written for clinic owners, practitioners and reception.
Popular articles
Browse by topic
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Getting started
Set up your clinic, learn your way around, and understand who can do what.
8 articles
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Your account
Your profile, sign-in, two-step verification and notification preferences.
4 articles
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Team and access
Invite your team, set roles and permissions, and see who did what.
6 articles
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Clinic settings
Your clinic's details, branding, patient notifications and clinical defaults.
5 articles
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Bookings and scheduling
Appointment types, availability, your booking page and managing the diary.
10 articles
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Patients
Adding and importing patients, the patient record and your plan's patient limit.
6 articles
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Forms and consent
Build, publish and automate forms, consent and aftercare.
9 articles
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Treatment records
Clinical notes, aesthetic records, photos, consent and aftercare.
5 articles
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Lab results
Upload lab reports, review the extracted results and publish them to patients.
4 articles
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Patient questions
How patient questions are answered, and how clinicians review and approve replies.
4 articles
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Payments
Stripe, booking fees, no-show fees, balance payments, refunds and receipts.
7 articles
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Patient messages
The emails and texts patients receive, and how to control them.
5 articles
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Patient portal
What patients see, how they sign in, and how to help them.
5 articles
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CQC and compliance
Checks, staff training, governance reports and your CQC evidence.
8 articles
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Insights
Revenue, appointments, lost revenue and patient retention.
2 articles
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Integrations
Google Calendar, Outlook, Zoom, Google Meet and Xero.
6 articles
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Plans and billing
Your trial, choosing and changing plans, invoices, VAT and cancelling.
7 articles
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Data and privacy
Retention, exports, archived records and how patient data is protected.
6 articles
Getting set up?
- Your first week: a setup checklist
A checklist of the settings to work through in your first week, from clinic details and branding to Stripe, forms, your team and calendar sync.
- Start your free trial and set up your clinic
Create your Clinicify account, then work through the four setup steps: your profile, branding, a first appointment type and your availability.