Welcome to redesign — a new and upgraded Cliniko experience. 🎉 This guide will walk you through how to switch it on and what changes you can expect to see when you do.
We'll cover:
A faster, more intuitive Cliniko
We wanted to make the Cliniko you already know even better. This version keeps the clean and friendly design you're used to, while also being faster, more responsive, and more intuitive to navigate.
Here's a taste of what's changed:
Key patient info is always within reach
On a patient's profile, a collapsible panel on the right keeps their latest treatment notes, letters, files, and forms close at hand. You can filter what shows to suit you. For example, you might want to show past or upcoming appointments, or switch to check important patient into. The panel also stays put even while you create a treatment note, invoice, or letter, so you're never losing your place.
Less waiting around
Previously, navigating around a patient's profile whether it be between their details, treatment notes, invoices, and more, meant reloading the whole page each time. In Cliniko redesign, the navigation sits in a horizontal bar near the top of the page, and switching between sections loads just that part of the page. Even better, once a section has loaded for the first time, Cliniko remembers it, so when you click back into a page you've already visited, only what's changed needs to reload. The more you use it, the faster it gets.
More control over your lists
Tables like your patient list used to show a fixed set of columns. Now you can choose what you see. For instance, in the patient list, alongside Name, pick up to three more columns (like reference number, city, or creation date), sort the list how you like, and filter it down to exactly what you need.
Smarter shortcuts
The actions menu (indicated by 3 horizontal dots or ellipsis) now does more. On your patient list, it's a shortcut to book an appointment, view a patient's history, export their data, or archive (and also undo). On invoices, it lets you print, share by email, archive, download, or reverse — all without leaving the page.
Gorgeous in every dimension
Cliniko has always worked beautifully on mobile, and the redesign keeps it that way. Whether you're on a phone between appointments or managing your day from a tablet, the redesign adapts to any screen, big or small. The layout is cleaner, navigation is more intuitive, and everything responds faster.
Turning on redesign
Ready to give it a go? Switching it on only affects your own login. It won't change what anyone else on your account sees.
Click the Beta features button in the menu on the left side of your screen.
Enable Cliniko redesign and Save changes to switch to the new version of Cliniko.
Within Beta features you can of course disable Cliniko redesign at any time to switch back.
Note, this is not a separate test version. It's your real account. Anything you do in the new version happens on your live Cliniko account. If you archive a treatment note, it's archived. If you create an invoice, it'll be there when you switch back to the old version too.
Just make sure that you always save any drafts you’re working on before you switch so nothing gets lost.
How to provide feedback
We're still polishing some details, so if something looks off or doesn't seem to be working as expected, let us know!
To send us feedback:
Select Beta features in the menu.
Click the Feedback button.
Choose your Report type and fill out the Subject and Message before you Send Feedback.
There's no set date for how long the private test will run before we open it up more widely. We will eventually move completely to the new version and retire the previous one. We'll keep you posted well before anything changes for good.
FAQs
Can I switch between versions partway through a task?
Yes, as long as whatever you're working on is saved first. You won't be able to switch mid-way through something unsaved, like a letter.
Does Cliniko redesign work the same on mobile and tablet?
Yes, Cliniko is optimised to work well on both larger and smaller screens.
Will my team also be able to try redesign, or just me?
Once your account has been enabled for redesign, it'll be available to everyone on the account. Each user decides for themselves whether to switch it on, so it'll only change what they see when they're logged in.
Will my bookmarks or saved links still work? Will patient form or payment links change?
Your bookmarks aren't affected. Any form or payment links sent from the old version of Cliniko will still work even if you're on redesign and vice versa.
Will features behave differently, not just look different?
Day-to-day features should work the same way you're used to. The look, speed, and navigation have changed but not how things function.
Do I need to update my browser or device for the Cliniko redesign?
We always recommend you use the latest version of any browser to stay on top of the latest security updates. Any browser that supports the current version of Cliniko (browsers updated in the last 24 months) will also support Cliniko redesign.
We'd love to hear from you
You're one of the first to try this, and your feedback helps shape what we build. If anything feels unfamiliar, broken, or just not quite right, fill in the feedback form or get in touch with our support team via the Help menu in either version of Cliniko.
Thanks for being part of it and enjoy exploring everything Cliniko redesign can do! 🙌






