Clara

Help center

Task-focused guides for front desk teams, practitioners, and clinic admins.

Getting started

Switching to Clara

Calendar & scheduling

Online booking

  • Set up public booking

    Use this when you want clients to request appointments from your public Clara booking page.

Clients & profiles

Charting

Billing & payments

  • Record a payment

    Use this when a client pays by cash, e-transfer, cheque, or another method outside Stripe.

  • Send a card update link

    Use this when a client's saved card is expired, failed, or needs to be replaced.

Insurance

  • Insurance basics

    Use this when a client needs insurance information on invoices or receipts.

Telehealth

Reminders & messaging

Forms

  • Create and send forms

    Use this when clients need to complete intake questions, consent forms, or clinic paperwork.

Reports

  • Read reports

    Use this when you want to review appointment, billing, or clinic activity trends.

Team & permissions

Account & subscription

Privacy & security

Troubleshooting

What's new

  • What's new

    Use this when you want to understand what changed in Clara recently.