Setting up your Cliniko account

New to Cliniko? Learn how to set up your account!

Joe avatarEmily avatarClinton Beeken avatar
9 authors88 articles

Managing user settings

Are other admin staff or practitioners going to be using your Cliniko account? Learn how to set them up and manage their permissions.

Emily avatarMartina avatar
2 authors14 articles

Booking appointments

Book appointments for your patients, schedule your hours, and learn all sorts of nifty stuff about appointment management.

Emily avatarClinton Beeken avatarRachel Harkness avatar
3 authors35 articles

Patient management

Add patients to your Cliniko account, manage their settings, and more.

Emily avatarRachel Harkness avatarKatie avatar
3 authors51 articles


Use Cliniko's telehealth feature to have online-based, video chat appointments with your patients.

Emily avatarJason Goncalves avatarRachel Harkness avatar
3 authors25 articles

Invoicing & payments

Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.

Emily avatarRachel Harkness avatarDara avatar
6 authors51 articles

Refunds & account credit

Learn how to refund a patient, manage prepaid funds, and more.

Emily avatar
1 author10 articles

Writing patient notes

Write treatment notes for your patients—you can mark up body charts, as well!

Emily avatarRachel Harkness avatar
2 authors10 articles

Switching to Cliniko

Here you'll find comprehensive guides that will walk you through the steps of migrating data from your existing practice management system to Cliniko!

Marcus avatarEmily avatarHagen avatar
3 authors17 articles

Patient forms

Create secure forms to send to your patients, which they can fill out and submit back to you, all online.

Emily avatar
1 author13 articles

Time zone management

If you see patients in time zones outside of your clinic's local time, read the guides in this section!

Emily avatarRachel Harkness avatar
2 authors9 articles

Let your patients book online

Allow your patients to book appointments from their computer, mobile phone, or tablet!

Emily avatarRachel Harkness avatarJason Goncalves avatar
4 authors38 articles

Products and expenses

Enter expenses and sell, manage, and update stock levels in Cliniko.

Rachel Harkness avatarEmily avatarKatie avatar
3 authors12 articles


Get details on your appointments, finances, patients, and more.

Emily avatar
1 author31 articles


Your data is already super-duper secure in Cliniko, but there are extra measures that you can take to lock things down even further!

Matthew Jones avatarEmily avatarKatie avatar
4 authors14 articles


How your data is stored and handled in Cliniko and how we comply with data and privacy regulations.

Jason Goncalves avatarEmily avatarKatie avatar
4 authors11 articles

Cliniko Community

The Cliniko Community is a safe and private space that lets you connect with others working in healthcare to discuss important topics, including all things Cliniko and more.

Rachel Harkness avatar
1 author1 article