You can have an unlimited number of locations on your Cliniko account, no matter which plan you're on. Setting up locations is super easy. 👌 Each location will have its own appointment calendar, and the reports (invoices, payments, and expenses, for example) are per location.
☝️ Note: Keep in mind that patients will be shared amongst all locations. Patients are not "assigned" to a particular location within Cliniko.
There are three key components of adding a new location and being able to book patients into it:
- Add the location to your account.
- Make practitioners available at this new location.
- View the new location on your calendar.
Step One: Add a New Location
Head to Settings, and then Business information:
Click the Add business button:
Fill out your business details:
Be sure to hit the Create business button at the bottom! That's step one, completed!
☝️ Note: Keep in mind that if you plan to include this location in your online bookings, you'll need to have the full address filled out.
Step Two: Make Practitioners Available At This Location
Adding the new location is just one piece of the puzzle. Now that you've done that, the next step is making practitioners available at this location (otherwise you won't be able to book any appointments!).
☝️ Note: Practitioners can set their schedule at this new location up on their own, or administrative staff can do it for them. This tutorial covers how to set this up if you're an Administrator.
Head to Settings, and then Users & practitioners:
Select the practitioner you want to work with, scroll down to Practitioner availability:
Under Choose a business, select the new located that you've just added. You will notice that none of the tick boxes next to the days of the week are selected. Tick the boxes next to the days that they will be working, and set up their hours (adding breaks if need be):
Click the Save changes button, and the practitioner will now be available at this location! Repeat this process for all practitioners who will be seeing patients at this location.
Step Three: Viewing the New Location on Your Calendar
Head to the Appointments page, and select the new location from the drop-down menu:
When you select this, you will now see the open times for this new location, and you can start booking appointments in!
☝️ Note: If you get a message stating
There are no practitioners allocated to this business!, this means that step two (setting up the schedule for each practitioner who would be working there) did not get completed properly! Repeat that step, ensuring that the practitioner's days and times are selected for this location, and that should do the trick!
Now that you have multiple locations, you might be wondering how to send email or SMS reminders or confirmation emails that have the appropriate information for each clinic. Enter "placeholders"—learn more about those over here!