Set up your clinic.
Create your first plan.

Choose from the preloaded treatments, then turn your recommendations into a PDF your patient can keep.

I’m setting up a clinic

Create an account, add your clinic details and choose treatments for your library.

Create your account

I’m joining my team

Use an invitation from your clinic administrator to join the workspace your team already uses.

Joining an existing clinic

I already have an account

How to set up
your clinic.

You’ll need your clinic’s name, contact email and treatment categories. Starter uses planner.clinic document branding; Pro and Team let you add your logo and colours.

Start your clinic setup

Create and confirm your account

Register with your name and email address, then open the confirmation email to continue. You should be authorised to set up a workspace for your clinic.

Add your clinic details

Choose your clinic name, workspace address and contact email. Your website, telephone and booking link are optional.

Choose your starting library

Select the treatment categories you offer, choose from all preloaded treatments and mark favourites. With Pro or Team, administrators can also create treatments and edit their names and descriptions.

Review, then start planning

Check your details, enter your clinic’s legal name and review the Terms, Data Processing Agreement and Privacy Policy. Once the clinic is created, add treatments to your first plan, adjust prices, quantities and timing, and write a personal message for your patient. Editing treatment names and descriptions requires Pro or Team.

How to join
your clinic’s team.

You’ll need an invitation from a clinic administrator.

Ask your clinic administrator for an invitation

Your administrator creates a link for your email address and chooses your role. Use that same email address to create an account or log in, then open the invitation link to join the clinic.

Keep the invitation link handy

Return to the link after signing in or confirming a new account. You can join the existing clinic without creating a separate workspace. If the link is more than seven days old, ask your administrator for a new one.

Create an account with your invited email

Set up your clinic.Create your first plan.