Initial Setup

CleverPsych must be configured for your practice.

This is described in detail in the manual.

When you first start using the software and entering your own clients and their appointments (NOT in the demonstration system) you should do at least the following:

Main Configuration File

In your file explorer go the the CleverData folder, which is where all you data are held:


Then in the config folder right click on the configuration file and edit it.

Go through the file and set anything you can find to your own values e.g. your name and personal details e.g. your email details for your provider.

edit config

Letter Templates

At an early stage you will want to set up templates for your letters etc. You select the RTF files and open them with Word or WordPad (or the Mac editor).


Windows Power Options

You need to have your computer running most of the time so some background processes can run.

You need to go into the Control Panel, select Power Options, and make sure that powering off is set to “Never”. Restart your computer afterwards
See the manual for more details.

win setup

SMS Setup

If you want to send appointment reminders to your client you need to set up an account with an SMS provider using the email address you are using in CleverPsych.
We have used SMS Broadcast (, 160 SMS ( ) and Direct SMS (

Windows Automatic Start

 We find that Microsoft updates our computer on Saturday nights, and the computer restarts.

This means that CleverPsych is not running, so the reminders for Monday are not sent.

You may have noticed that you have a folder called "Startup" in your Programs menu. Anything you put into this folder, Windows will launch on startup - so setting an app to automatically launch is easy:
 1.First, select the CleverPsych icon. Right-click on it and hit "Copy". This will copy the shortcut.
 2.Find the Startup folder in All Programs and right click on it. Hit "Open", and it'll open up in Windows Explorer.
 3.Right click anywhere inside that window and hit "Paste". Your desired program's shortcut should pop right up in the folder, and the next time your computer starts, that program will automatically start up.

This procedure might be different on your Windows version.