Organizations

Organizations are clinics (or clinic groups) that use Cliniify. Each belongs to a partner and a country (via partner / clinic setup), and can later hold a subscription.

List organizations

Open Organizations to browse, filter, and open records.

Create an organization

1. Go to Organizations → create / New.
2. Fill required fields, including:
   • Partner — super admins pick a partner; partner admins use their assigned partner
   • Name, email, phone, address, description
   • Clinic type
   • Language
   • Status (for example ACTIVE)
   • Password / confirm password (org admin credentials as required by the form)
3. Save.

From an enquiry

If you open create with an enquiry id, name, email, phone, and description may be prefilled from the enquiry. Complete remaining fields and save, then keep the enquiry status in sync (Enquiries).

Edit an organization

1. Open the organization from the list.
2. Update details and status.
3. Save.

Only ACTIVE organizations appear when creating a new subscription.

Clinic types

Clinic types are maintained under Settings → Clinic types. Create types there before assigning them on organizations. See Settings.

Next steps after create

1. Ensure matching plans and add-ons exist for the org’s country.
2. Create a subscription.