Welcome to Whippet Notes. This guide takes you from a fresh login to your first finished clinical note, with each step linking to a more detailed guide.

Everything lives in the sidebar on the left, in three sections:

The Whippet Notes logo at the top of the sidebar always takes you back to Record.

Sign in to the web dashboard with your email and password. Follow the Sign up link if you don't have an account yet, or Forgot password? to reset one. See Signing up and logging in.

Open Settings → Profile and edit your First Name and Last Name, then click Update profile. Your name appears on the notes and letters you generate, so it's worth getting right.

Under Settings → Practice, fill in your Practice Name, Phone Number, Website, and address fields, then click Update practice. These details flow into your letterheads and client-facing documents. Design the letterhead itself under Settings → Letters, and see Adding your practice logo to add your logo.

The Record screen has a microphone picker in its top bar — click it to choose which microphone Whippet listens to. The first time, your browser asks for permission to use your microphone; you need to allow this, or the picker shows No microphones available and Start recording stays disabled. See Connecting a microphone.

On the Record screen, give your consult a Patient name, pick a Template (this sets the structure of your notes), and optionally add free-text notes in Additional context for AI. Click Start recording and speak through the consultation, using Pause and Resume as needed. Recording auto-stops at your chosen limit, which you can change in the top bar (from 15 minutes up to 1 hr 30 min) — your choice is remembered between sessions. When you're done, click Pause, then Stop & review (only available while paused), then Upload & draft note to send the recording for transcription.

To bring in an existing recording instead, click Upload audio file. Whippet accepts .mp3, .m4a, .mp4, .wav, .webm, .ogg, .flac, .aac, and .opus, up to 500 MB. See Recording a consult for the complete walk-through.

After upload, Whippet transcribes the audio, drafts your notes, and takes you straight to the consult, where the generated content arrives live. The consult page is organised into tabs — one for each note (named after the template it used) plus any letters, such as a Client Summary or Provider Letter. The text is fully editable, so you can correct, reword, or add to the AI's draft before you finalise it. See Viewing and navigating a consult.

When a note or letter is ready, use the toolbar above the editor: Download .docx saves a Word document, Download .pdf saves a PDF. Letters also offer Copy Text, which copies the content to your clipboard as plain text so you can paste it straight into your practice management system or an email. See Exporting and copying your notes and letters.

Templates control how your notes are structured — SOAP, a discharge summary, a specific referral format, and so on. Open Templates from the sidebar to edit an existing one or create your own. See Creating and editing templates.

Go to Settings → Invite Users, enter a colleague's email address, and click Invite — use Add another to send several invitations at once. Manage everyone already in your practice under Settings → Users. See Inviting colleagues.