ClinicGem
Help
  • Welcome to ClinicGem
  • Create Your Account
  • Set up Your Clinic
  • Invite Your Team
  • Plans and What They Include
  • Schedule and Calendar
  • Clients and the Client Record
  • Invoices and Payments
  • Insurance Settlement
  • Services
  • Online Booking Settings
  • Treatment Notes
  • Intake Forms
  • Practitioners and Staff
  • Roles and Permissions
  • Chart Access
  • Privacy Requests
  • Clinic Details
  • Integrations
  • Notifications and Audit Logs
  • Billing and Subscription
  • Privacy and Compliance
  • Data Retention
  • Two-Factor Sign-In
  • Products
  • Gift Certificates
  • Treatment Packages
  • Promo Codes
  • Reminders
  • Newsletters
  • Birthday Messages
  • Wellness Check-Ins
  • Overview
  • Appointments
  • Payments
  • Revenue
  • Expenses
  • Profit
  • Receivables
  • Earnings
  • Book an Appointment
  • Sign in to the Client Portal
  • Your Calendar
  • Forms
  • Billing and Receipts
  • Your Account
  • Buy from the Clinic Shop

Help Center

Guides for clinic owners, staff, practitioners, and clients. Search above or pick a topic. These pages explain how to use ClinicGem — they are not legal or clinical advice.

Getting started

5 guides

Create an account, set up your clinic, invite the team, and choose a plan.

Clinic workspace

19 guides

Day-to-day work: schedule, clients, notes, forms, invoices, and clinic settings.

Shop

4 guides

Products, gift certificates, treatment packages, and promo codes.

Communications

4 guides

Reminders, newsletters, birthday messages, and wellness check-ins.

Reporting

8 guides

Overview, appointments, payments, revenue, expenses, profit, receivables, and earnings.

For clients

7 guides

Book online, use the client portal, and buy from the clinic shop.