ClearCourse Health

Discover what a Package is  on the E-clinic system.

What is a Package?

How to Create a Package

Discover how to sell a package to a patient.

How to Sell a Package to a Patient

Discover how to use packages to create a subscription.

How to Use Packages to Create a Subscription

Discover the range of advanced package settings.

Advanced Package Settings

Discover how to use a package to pay for appointments

Billing for an appointment using packages

Andy Wilson

John Allen

Packages

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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