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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Still need help?

Email hello@getclearly.app and a person will reply, usually within one business day. Tell us which app you use (iPhone, web or the professional portal) and what you were trying to do. Please don't include your password.