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Setting up your Cliniko account
New to Cliniko? Learn how to set up your account!
By Joe and 8 others9 authors88 articles
Create an account
Find your Cliniko login page
Logging in to Cliniko
Reset your password
Bookmark your Cliniko login page
Access Cliniko on a mobile device
Add Cliniko shortcut to desktop
Using keyboard shortcuts in Cliniko
Setting up your account
Setting up your account (advanced!)
Download and save items as PDFs
Cliniko training for practitioners
Cliniko training for reception staff
Setting up your schedule
Changing your schedule from a future date
Add breaks to your weekly schedule
Daily appointment reminders for practitioners
Edit your practitioner information
My practitioner information didn't save
Change your email address or password
Set up 2 factor authentication (2FA)
Generate a Cliniko API key
Connect Cliniko to an external calendar
Get notified of all new appointments
Appointment cancellation notifications for practitioners
Import patients into Cliniko
Add practitioner signatures to letters
Set up referral sources
Set up recall types
Set up concession types
Create letter templates
Add your logo to letters
Create treatment note templates
Add your logo to treatment notes
Export a treatment note template
Import a treatment note template
Concessions overview
Add additional communication information
Set up appointment types
Edit an appointment type
Set up appointment confirmation emails
Set up SMS appointment reminders
Set up email appointment reminders
Select which appointments should send reminders
Select which appointments should send confirmation emails
What does "default appointment type" mean?
Relate a billable item to an appointment type
Relate a treatment note template to an appointment type
Disable appointment confirmation emails
Import data from another practice management system
Transfer patients from Mac Contacts into Cliniko
Transfer patients from iPhone or iCloud into Cliniko
Transfer patients from Gmail Contacts into Cliniko
Transfer patients from Outlook 2007 into Cliniko
Transfer patients from Outlook 2010 into Cliniko
Transfer patients from Outlook 2011 into Cliniko
Delete a data import
Transfer data from Timely to Cliniko