How can we help?

Click "Start free trial" on the homepage. You'll get 7 days free on the Growth plan — no credit card required. After the trial, your clinic is pre-loaded with 322 services and 73 consent forms tailored to aesthetic, beauty, dental, and wellness clinics.

We offer free white-glove migration on Growth and Premium. Export your clients, services, staff, and appointment history as CSV from your current platform, then email it to migrations@clinicpro.io. Most migrations complete within 2 business days.

On first login the 5-step wizard sets up your clinic profile, services, staff, hours, and Stripe/Paddle connection. You can skip any step and complete it later from Settings.

Go to Settings → Public Booking. Choose a slug (e.g. /book/my-clinic), pick which services to expose, and set buffer times. The page works on any device and respects each provider's availability.

Open Calendar → toggle "By provider". Each staff member's availability comes from their profile (Settings → Staff). Block time off by dragging on the calendar and choosing "Block time".

Mark an appointment cancelled or no-show from the calendar tile. ClinicPro tracks no-show counts per client; you can require a deposit for clients above a threshold (Settings → Policies).

When creating an appointment, expand "Recurrence" to set a repeating schedule. For pre-paid series, create a package (Services → Packages) and assign sessions on booking.

Clients → New client. The form has tabs for Personal, Contact, Medical (allergies, conditions, skin type), Marketing consent, and Notes. Medical alerts show up everywhere the client appears.

Open a client → Clinical tab. Treatment plans break a multi-session protocol into discrete sessions; SOAP notes capture the chart for each visit. 12 SOAP templates and 12 treatment-plan templates are seeded for every new clinic.

From the appointment tile, click "Send consent". The client receives a one-time link, signs on any device, and the signed PDF is stored against the appointment. 16 legal-grade consent templates ship out of the box.

POS tab → select client → add services/products → apply discount/loyalty → take payment (Stripe Terminal, Square, or manual). The receipt is emailed automatically.

Settings → Memberships defines plans, billing cycles, and included services. Gift cards (Settings → Gift cards) can be sold from POS and redeemed at checkout.

Open the invoice (Billing → Invoices), click Refund. Full or partial; the refund is processed through the original payment provider and the invoice updates immediately.

Settings → Automations → Reminders. Choose email, SMS, or both, and how many hours/days before the appointment. Templates are editable.

Marketing → Campaigns lets you target clients who haven't booked in N days, on a birthday, after a specific service, or by tag. Schedule or send immediately; track opens, clicks, and revenue attribution.

Automations → Review requests sends a Google Review or self-hosted review prompt N hours after a completed appointment. Negative reviews go to a private inbox so you can resolve before they post publicly.

/app/reports/executive shows revenue, bookings, avg ticket, retention, no-show rate, and utilization with month-over-month comparisons. Filter by location, staff, or service. Export to CSV or PDF.

The Insights panel on the executive dashboard sends 30 days of de-identified metrics to Claude and returns 3–5 ranked observations ("Tuesday afternoons are 40% under-utilized"). Refresh up to once per day.

Reports → Subscribe → Weekly Monday digest. The exec summary lands in your inbox every Monday at 8 am local time with the prior 7 days of KPIs.

Settings → Staff → Invite. Pick a role (owner, senior admin, admin, junior admin, manager, provider, front desk). Each role has a fixed permission set — see the permissions matrix in Settings → Roles.

Growth supports up to 3 locations; Premium is unlimited. Each location has its own services, hours, and staff. Use the location switcher at the top of every page.

Settings → Billing. Upgrade or downgrade instantly; the change is prorated. Extra seats are $25/month each. Cancel anytime from the same page — the subscription stays active until the end of the current period.

Check Settings → Email log / SMS log for the specific message. Most failures are bounces (bad address) or carrier rejections (unverified sender). Status of the email and SMS subsystem is live at /status.

Hard-refresh the page (Cmd/Ctrl + Shift + R). If the problem persists, check /status for a Database incident, then email support with your clinic ID (Settings → Account → "Clinic ID").

Webhook delivery may be delayed. Wait 2 minutes, then refresh. If still missing, email support@clinicpro.io with the Paddle transaction ID; we replay webhook events on request.