The first step is to create a free account or login if you already have one.

To Upgrade to Clinic:

  1. Click Upgrade on the Left Sidebar.

  2. Click Upgrade to Clinic.

  3. Select the number users.

  4. Choose annual or monthly billing cycle.

  5. Enter your credit card information.

  6. Click Confirm Payment.

  7. Enter your clinic name.

  8. Enter the subdomain you would like.

  9. Click Go to Clinic Dashboard.

Next Steps:

To get your account branded, check for an email from onboarding@doxy.me. Reply to that email with your logos, colors and landing page image.

You can start inviting users to the account. By default every Clinic comes with an extra free seat you can use for admins, support staff or providers. If a provider has a Professional subscription they can still be invited to the Clinic. They just need to login at the new subdomain and cancel their Professional subscription.

Consider what workflows will be best for your practice. Take this quick survey to get recommendations.

Want to schedule a call with a workflow specialist? Schedule here!


If you have any questions, please contact our support team.

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