Create Your Account

When you open Meelio for the first time, you'll be guided through onboarding. The first step after the welcome screen is authentication.

On the Sign In step, enter your email address
Click Send Sign-In Link
Check your email inbox for a message from Meelio
Click the link in the email — it will open the Meelio app and sign you in automatically

Note: The sign-in link works for both new and existing accounts. If you don't have an account yet, one will be created for you.

If you prefer to use a password:

On the Sign In step, click Sign in with password instead
Enter your email and password
Click Sign In

Meelio supports secure, passwordless authentication using Passkeys (such as Apple Touch ID, Windows Hello, or physical security keys). Passkeys allow you to sign in instantly without typing a password or waiting for an email link.

Setting Up a Passkey

On the Dashboard: After completing onboarding or signing in via an email link, if you do not have a passkey set up on this device, Meelio will present a friendly Passkey Enrollment prompt. Click Add a passkey to set one up, or Not now to dismiss the prompt for 30 days.
In Settings: You can also add and manage passkeys at any time by going to Settings → Account.

Signing In with Your Passkey

Once a passkey is enrolled for your account on your device, Meelio will remember your preference:

When you launch Meelio, your email will be pre-filled on the sign-in page.
The primary button will automatically update to Sign in with Passkey.
Click the button and complete the brief biometric scan (e.g., Touch ID, face recognition, or PIN) via your system browser to sign in instantly.
If you ever need to sign in with another method, click Other ways to sign in to access email link or password options.

Join Your Organization

After signing in, Meelio helps you join an existing practice or create a new one.

If you've been invited

Meelio checks whether a practice has already invited the email address you signed in with. If so, you'll see a You've been invited screen listing each invitation, with who invited you, your role, and when the invitation expires.

Click Join on the practice you want to join.
To set up your own practice instead, click Create my own practice instead.
If you were given a code for a different practice, click I have an invite code.

If you had already started creating a practice when Meelio finds an invitation, it shows you this screen first so you don't create a second practice by mistake. To carry on anyway, click Continue creating my own practice.

If you have an invite code

If you don't see an invitation, use the 8-character invite code (format: XXXX-XXXX) from your invitation email:

On the Set up your practice screen, click Join an existing practice
Enter the invite code from your invitation email
Click Validate Code
Once validated, you'll see the organization name — click Accept Invitation

If the code isn't accepted, Meelio tells you why:

"This invitation has expired." — Ask your practice admin to resend the invitation.
"This code isn't valid for your account." — The code may have expired or been revoked, or it was sent to a different email address. Check that you signed in with the email address the invitation was sent to, then ask your practice admin to resend it.

If you're creating a new organization

On the Set up your practice screen, click Create your practice
Enter your Organization Name (e.g., "Wellness Nutrition Clinic")
Select your Country
Enter your First Name and Last Name
(Optional) If you have a referral code from a colleague, toggle the Referral Code field, type or paste the code, and let the system validate it. This ensures you receive any associated promotional rewards (e.g., your first month free).
Click Create Organization

Invite Your Team (Optional Onboarding Step)

If you are creating a new organization, Meelio will present an optional Invite your team onboarding step before proceeding. This step is designed for fast, repeat entry so you can bootstrap your clinic immediately:

Enter a colleague's First Name, Last Name, and Email address.
Click Add (or press Enter) to send an invitation email with their secure onboarding link and invite code immediately.
The colleague will appear in the "Invited" list at the bottom of the screen.
You can add multiple colleagues one after another.
If you have no team members to invite yet, the primary button displays Skip for now. Once you send at least one invitation, the button flips to Continue.

Note: The person who creates the organization becomes the owner/admin. You can always invite more team members later or manage sent invitations from Team Management.

Accept Terms

After joining or creating an organization, you'll be asked to review and accept Meelio's terms of service and privacy policy. Read through the terms and click Accept to continue.

What's Next

After creating your account, you'll continue through the onboarding steps:

macOS Permissions — Grant the access Meelio needs to record
Set Your Preferences — Tell us about your specialty
Connect Your Calendar — Sync appointments (optional)
Connect Your EHR — Link your practice management system (optional)

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