Getting started

Accounts & sign-in

Sign in, verify your email, recover access, and choose the correct practice when you use Clineso for clinic work or patient care.

How accounts are created

There are two paths into Clineso:

  1. Patient self-creation after payment. When you finish the booking flow and pay, an account is created automatically and linked to your patient record. A magic-link email is sent so you can sign in without picking a password.
  2. Staff invitation. Clinicians, managers, and platform admins are added by an existing manager / platform admin. You'll receive an invite email with a sign-in link.

Signing in

  • Go to /auth/login
  • Either:
    • Click the magic link in your most recent email, or
    • Enter your email and password

Forgot password

  • Click Forgot password? on the sign-in page
  • Enter the email on your account
  • Open the reset email and pick a new password
  • The reset link is single-use and expires after 1 hour

Setting (or changing) a password

If you signed up via magic link and want to set a password too:

  1. Sign in with the magic link
  2. Open Account → Set password from the avatar menu
  3. Set a strong password (we use bcrypt under the hood)

Why magic link first?

Patients shouldn't have to pick a password before they've even received treatment. The magic-link path means we can finalise your account the moment payment succeeds, with no extra step. You can add a password later from the portal.

Trouble signing in?

  • Check the email is the one you used at checkout (not a forwarder)
  • Magic-link emails arrive within 60 seconds; check spam
  • Reset links expire after 1 hour — request a fresh one
  • For staff invites: the invite link expires after 72 hours
  • Still stuck? Email your clinic manager — they can re-trigger the invite or magic-link.