Help centre
Find the next step in Clineso.
Practical guides for running a UK private clinic in Clineso, from a first booking to patient records, clinical review and fulfilment.
Clineso routes workflow, it does not practise medicine. Clinical decisions remain with appropriately qualified professionals.
Browse the guides
Start with the job you need to do.
07 guides
Getting started
Sign in, roles, and where to find things.
10 guides
For patients
Everything a patient does in the portal.
05 guides
For clinicians
Case review, prescribing, and the AI auto-recommendation.
13 guides
For managers
Practice-side operations — fulfilment, comms, catalogue.
- Manager dashboard overview
- Patients & outstanding requirements
- Dispatch — Royal Mail Click & Drop
- Inventory — stock, batches, low-stock & expiry alerts
- Message templates
- Catalogue management
- Authoring product intake forms
- Appointment availability & booking links
- Payments, refunds, CSV export
- Leads queue
- Comms health & WhatsApp volume monitor
- Tenant settings & integrations
- DPA register (per-tenant)
05 guides
Compliance & GDPR
UK GDPR posture, DPA register, anti-spam, audit logs.
08 guides
Role guides
Tailored guides for each staff role.
03 guides
Finance & analytics
Revenue, commission, deposits, and accounting.
02 guides
Comms & CRM
Two-way inbox, marketing campaigns, lead pipeline.