For Clinics
Running a Clinic on MealCircle
MealCircle's Clinic accounts give your entire team — practitioners, admins, and support staff — a shared, organised workspace with role-based access and centralised patient management.
On this page
Setting Up Your Clinic
A MealCircle Clinic account gives you a shared workspace where all practitioners under your brand can manage clients, meal plans, and progress — from one central dashboard.
Create a Clinic Account
Sign up at app.mealcircle.co and select Clinic / Practice as your account type during onboarding.
Enter Clinic Details
Provide your clinic's official name, logo, and contact information. This branding appears on all client-facing documents and meal plans your team generates.
Choose a Plan
Select the Clinic Plan that matches your team size. You can upgrade or downgrade at any time from the Billing settings page.
Secure Your Account
Enable two-factor authentication (2FA) from Settings → Security to protect your clinic's sensitive patient data.
Clinic accounts come with a dedicated subdomain at yourclinic.mealcircle.co for a professional client-facing experience.
Inviting Team Members
You can invite practitioners, administrators, and support staff. Each role has carefully scoped permissions to keep patient data protected.
Open Team Management
Go to Settings → Team in your clinic dashboard. Here you'll see all current members and pending invitations.
Send an Invitation
Click + Invite Member, enter the practitioner's email, and select their role. They'll receive an email with a secure join link.
Assign Roles
Choose from: Owner (full access), Admin (manage team + billing), Practitioner (manage own clients only), or Viewer (read-only access to assigned patients).
Manage Existing Members
You can update roles, suspend access, or remove members from the Team page at any time. Suspended members lose access instantly.
Only the Owner role can change billing details or close the clinic account. Make sure your primary contact holds this role.
Managing Patients
Clinic accounts centralise all patients under a single roster. Admins can see everyone; practitioners see only their assigned patients by default.
Add a Patient
From the Patients tab, click + Add Patient. Enter their name, date of birth, contact details, and any initial health notes or intake form responses.
Assign to a Practitioner
Each patient can be assigned to one or more practitioners. Go to the patient's profile and use the Assigned To dropdown to select team members.
Shared Patient Notes
All assigned practitioners can add session notes to a patient's timeline. Notes are timestamped and attributed to the author for full auditability.
Bulk Import
Migrating from another platform? Use Patients → Import to upload a CSV file. Our import wizard maps your columns and validates records before committing.
Use the Clinic Tags feature to categorise patients by program type, dietary need, or intake stage — making filtering and reporting much faster.
Billing & Subscriptions
All billing for clinic accounts is managed centrally by the account Owner. Individual practitioners do not need to handle payments.
View Your Plan
Go to Settings → Billing to see your current plan, next renewal date, and a breakdown of your seat usage.
Upgrade or Downgrade
Click Change Plan to switch to a different tier. Upgrades take effect immediately (prorated). Downgrades apply at the next billing cycle.
Download Invoices
All past invoices are available as PDFs from the billing page. They include your clinic's name and address for your accounting records.
Add or Remove Seats
If you've reached your seat limit, you'll be prompted to upgrade when inviting a new team member. Removing a member frees their seat at the next billing date.
Need a custom plan for a large multi-site clinic? Contact our team for enterprise pricing.