Getting started
Set up your clinic, learn your way around, and understand who can do what.
All topics
Getting going
- 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.
- Owner
- Move from Aesthetic Nurse Software to Clinicify
Bring your treatments and patients across from Aesthetic Nurse Software (ANS), check everything in a preview, then import it into Clinicify.
- Owner
- Contact support
How to get help from the Clinicify team by email or through the contact form, and what to include so we can sort your problem out quickly.
- Everyone
Understanding it
- Welcome to Clinicify
What Clinicify does for your clinic, who uses it, and where to start: bookings, patient records, lab results, patient questions and CQC checks.
- Everyone
- Finding your way around Clinicify
A tour of the Clinicify layout: the sidebar, your account menu, settings, light and dark themes, banners, and using Clinicify on a phone.
- Everyone
- Your dashboard explained
What each part of the Clinicify dashboard shows: the four headline numbers, today's appointments, the Q&A queue, lab results to review and the calendar.
- Everyone
Reference
- 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.
- Owner
- Owners, practitioners and receptionists: who can do what
The three staff roles in Clinicify, what each one can see and change, which roles use a seat on your plan, and what needs a professional registration.
- Everyone