Getting Started with Cliops
This guide walks you through logging in, setting up Cliops for the first time, understanding your role, and resetting your password.
Accessing Cliops
Cliops is available on two platforms: the same account works on both:
| Platform | How to access |
|---|---|
| Web App | Open your browser and go to your clinic's Cliops URL |
| Mobile App | Download Cliops from Play Store (Android) |
Logging In
Web App
- Open the Cliops web URL in your browser.
- Enter your email address and password.
- Tap Sign In.
- You will be taken to the Dashboard based on your role.
Mobile App
- Open the Cliops app on your phone.
- Enter your email address and password.
- Tap Sign In.
- You will land on the Dashboard for your role.
Note: Your login credentials are created by your clinic Admin. If you have not received them, contact your Admin.
First-Time Setup (Admin only)
If you are the Admin and logging in for the first time, Cliops will guide you through a quick onboarding checklist before you start seeing patients.
The onboarding steps are:
| Step | What it does | Required? |
|---|---|---|
| Set up clinic basics | Set your patient ID prefix (e.g. CLN-) and your clinic's working hours. | ✅ Required |
| Choose your letterhead | Pick how prescriptions are headed: physical, digital, or custom: and activate it. | ✅ Required |
| Add your procedure catalog | Set up your procedures and prices to speed up future billing. | ⏭ Optional (can skip) |
| Add dental labs & vendors | Register external labs you send dental work to. | ⏭ Optional (can skip) |
Once both required steps are complete, you can start using Cliops. Optional steps can be done at any time from Settings.
Understanding Your Role
When you log in, you will see a view tailored to your role. Here is what each role sees by default:
| Role | Default view | Can do |
|---|---|---|
| Admin | Full dashboard + Settings | Everything: manage users, clinic settings, catalogs, and all clinical/scheduling work |
| Dentist | Dashboard focused on Appointments and patients | Clinical work: diagnosis, prescriptions, dentogram, investigations, lab orders |
| Receptionist | Dashboard focused on appointments and patients | Scheduling: patient registration, appointments, follow-ups, uploading investigations |
Features and menu items you cannot access are either hidden or shown as disabled based on your role. This is normal: it means those actions belong to a different role.
Inviting Team Members (Admin only)
If your clinic has more than one staff member, the Admin needs to invite them before they can log in.
Web App:
- Click Users in the left sidebar.
- Click Add User / Invite.
- Enter their name, email, and select their role (Dentist or Receptionist).
- They will receive their login credentials.
Mobile App:
- Open the side menu.
- Go to Users.
- Tap Add User and fill in the details.
Solo dentist? You do not need to invite anyone. You can operate Cliops entirely on your own as Admin + Dentist.
Resetting Your Password
If you forget your password:
Web App
- On the login page, click Forgot password?
- Enter your registered email address.
- Check your email for a 6-digit OTP (One Time Password).
- Enter the OTP, set a new password, and confirm it.
- Log in with your new password.
Mobile App
- On the login screen, tap Forgot password?
- Enter your registered email address.
- Check your email for a 6-digit OTP.
- Enter the OTP, set a new password, and log in.
OTPs expire after a short time. If the OTP has expired, repeat the process to request a new one.
Logging Out
Web App: Click your profile avatar or name in the top-right corner → Sign Out.
Mobile App: Open the side menu → Scroll to the bottom → Tap Sign Out.
What's Next?
Once you are logged in and set up, head to the next guide:
- Patients: Register your first patient and explore the patient profile.
Last updated: July 2026 · Cliops v1.0 · MVP