Professional settings
Your profile, the families you invited, notifications and the getting-started guides.
Professional portal
Open Settings in the sidebar.
- Profile: your name, role, practice, phone, bar or license number, and an Email for families if you'd like families to reach you somewhere other than your sign-in email. Families who share with you see your name, role, practice, email and phone.
- Families you invited: resend, edit, cancel or delete invitations. See Invite a family.
- Notifications: - Email me when a family changes what you can see or ends your access. Invitations are always emailed. - Choose which updates show on your Dashboard. Cases still show everything when you open them.
- Appearance: light, dark or automatic.
- Getting started: show the welcome steps again, take the tour, or bring back the sample family.
- Inviting clients: how a client can invite you from their own app.
- Account: Sign out.
Close your professional account
Email hello@getclearly.app from your sign-in address and we'll close it.
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