Setting up your organisation lets you manage your whole team from one place — adding members, assigning roles, applying tags, and connecting your practice management software.
Only the account Owner or a Practice Manager can set up and manage the organisation.
Create your organisation
Go to Settings → Clinic Setup.
On the Organization tab, enter your clinic details — clinic name, address, and logo (shown on the letters, reports, and correspondence you share with patients).
Save your details.
Add your team
In Clinic Setup, open the Members tab.
Click Add member (top right).
Enter the person's email address and select their role — Owner, Practice Manager, Practitioner, or Assistant.
Send the invite. They'll receive an email with a link (valid 48 hours) to set up their account.
You can also apply tags to members from the Members tab to group them by location, practitioner type, or clinical interest, and to control which templates apply to them.
For full detail on roles and troubleshooting invites, see Adding a user to your organisation — step by step.
Connect your practice software
In Clinic Setup, open the Integrations tab to connect Cliniko, Nookal, or other supported practice management software. Register your organisation using the same email address you use to log in to your practice software, so the two accounts can identify each other.
Nookal — Nookal setup guide
Cliniko — Cliniko setup guide
Other Clinic Setup tabs
Tags — create and manage the tags you apply to members.
Security — manage organisation security settings.
Still have questions?
Chat with us via the help widget inside PatientNotes or email [email protected].