Advice and answers from the Cliniko Team
Setting up your Cliniko account
New to Cliniko? Learn how to set up your account!
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.
Booking appointments
Book appointments for your patients, schedule your hours, and learn all sorts of nifty stuff about appointment management.
Patient management
Add patients to your Cliniko account, manage their settings, and more.
Telehealth
Use Cliniko's telehealth feature to have online-based, video chat appointments with your patients.
Invoicing & payments
Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.
Refunds & account credit
Learn how to refund a patient, manage prepaid funds, and more.
Writing patient notes
Write treatment notes for your patients—you can mark up body charts, as well!
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!
Patient forms
Create secure forms to send to your patients, which they can fill out and submit back to you, all online.
Time zone management
If you see patients in time zones outside of your clinic's local time, read the guides in this section!
Let your patients book online
Allow your patients to book appointments from their computer, mobile phone, or tablet!
Products and expenses
Enter expenses and sell, manage, and update stock levels in Cliniko.
Reporting
Get details on your appointments, finances, patients, and more.
Security
Your data is already super-duper secure in Cliniko, but there are extra measures that you can take to lock things down even further!
Privacy
How your data is stored and handled in Cliniko and how we comply with data and privacy regulations.
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.