
Help center
Task-focused guides for front desk teams, practitioners, and clinic admins.
Getting started
- Getting started checklist
Use this when your clinic is new to Clara and you want the shortest path to a working account.
Switching to Clara
- Import clients from another system
Use this when you are moving client records into Clara from another system.
Calendar & scheduling
- Book an appointment
Use this when a client wants a session and you are scheduling it for them.
- Manage breaks and time off
Use this when a practitioner is unavailable for lunch, admin time, vacation, or a recurring break.
Online booking
- Set up public booking
Use this when you want clients to request appointments from your public Clara booking page.
Clients & profiles
- Create and update client profiles
Use this when a new client joins the clinic or an existing client's contact details change.
Charting
- Write and sign a chart note
Use this after a session when you need to document clinical care.
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
- Join a video session
Use this when an appointment is scheduled as a video session.
Reminders & messaging
- Send reminders and messages
Use this when your clinic wants to remind clients about appointments or contact them from their profile.
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
- Manage team roles
Use this when adding staff or changing what someone can access.
Account & subscription
- Data export and account closure draft
Use this when a clinic wants to export data or close an account.
- Refund and subscription policy draft
Use this when your clinic asks how Clara subscription billing, refunds, or cancellation requests are handled.
Privacy & security
- Privacy and PHIPA overview
Use this when you need support but want to avoid sharing sensitive client information.
Troubleshooting
- Troubleshoot calendar and booking
Use this when a practitioner, session type, or time slot is not showing where expected.
What's new
- What's new
Use this when you want to understand what changed in Clara recently.