This guide walks you through creating your account, selecting your veterinary specialty, and getting ready to use Maxly for your first patient appointment
Step 1: Create Your Maxly Account
You can sign up for Maxly in just a few minutes—no credit card required. Choose one of these methods to create your account:
Using Social Connections:
Click the "Google" or "Microsoft" button to sign up using your existing Google or Microsoft account.
Follow the prompts to authorize Maxly to access your basic profile information.
Using Email and Password:
Fill in your details: first name, last name, email address, phone number (optional), country (e.g., CA for Canada), and a secure password.
Click "Continue" to create your account.
After signing up, you'll receive a confirmation email. Click the link in the email to verify your account and proceed.
Step 2: Select Your Veterinary Specialty
Maxly personalizes your experience by tailoring templates and features to your specialty. Here's how to set it up:
After verifying your email, you'll be prompted with a "What's your specialty?" screen.
Use the dropdown menu to search for and select your veterinary specialty (e.g., Small Animal, Large Animal, Emergency and Critical Care, Dentistry, Surgery, Internal Medicine, etc.).
Once selected, Maxly will tune its note templates and AI features to match your specialty, ensuring relevant documentation for your practice.
Don't see your specialty? Select the closest match or contact support at hello@maxly.vet to request additional options.
Step 3: Watch the Onboarding Demo (Optional)
Maxly offers a quick pre-recorded demo to help you understand its features:
On the "Welcome to Maxly AI!" screen, you'll see an option to watch the demo.
Click "Next" to view the video
The demo shows how Maxly transcribes patient conversations, generates notes, and streamlines your workflow. It's a great way to get familiar with the platform!
Prefer to skip the demo? Click "Skip Tutorial" to move forward.
Step 4: Enable Microphone Permissions
Maxly needs microphone access to transcribe your patient conversations. Here's how to enable it:
After the demo (or if you skipped it), you'll see the "Enable your voice assistant" screen.
Click "Enable microphone access" to allow Maxly to use your device's microphone.
Your browser will display a permission prompt. Select "Allow while visiting the site" or "Allow this time" to grant access.
Important: If you select "Never allow," Maxly won't be able to transcribe conversations. You can change this later in your browser settings (see our Troubleshooting Microphone Permission Issues article for help).
Next Steps
You're almost ready to start using Maxly! From here, you can:
Try a Demo Note: Explore Maxly's note generation by trying a pre-made clinical note. Learn more in our Trying a Demo Note in Maxly article.
Start a New Appointment: Begin documenting your first patient visit. Check out our How to Set Up and Use Maxly in 3 Simple Steps guide for details.
Ready to dive in? Log in at https://secure.maxly.vet/en/sign-in or book a demo to see Maxly in action. For help, email us at hello@maxly.vet.