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Setting up your Cliniko account
Setting up your Cliniko account
New to Cliniko? Learn how to set up your account!
+5
80 articles in this collection
Written by
Clinton Beeken,
Jim Sadusky,
Katie
and 5 others
Getting started
Create an account
How to create an account with Cliniko.
Written by
Emily
Updated over a week ago
Find your Cliniko login page
Here's how to get your practice's unique address.
Written by
Joe
Updated over a week ago
Logging in to Cliniko
How to log into your Cliniko account.
Written by
Emily
Updated over a week ago
Reset your password
Need to reset your password? Easy-peasy!
Written by
Emily
Updated over a week ago
Access Cliniko on a mobile device
Access Cliniko from any mobile device—iPhone, Android, iPad, Android tablet…you name it!
Written by
Emily
Updated over a week ago
Bookmark your Cliniko login page
Add a link to your browser to get quick and easy access into your Cliniko account!
Written by
Joe
Updated over a week ago
Using keyboard shortcuts in Cliniko
Keyboard shortcuts on certain pages can help to speed up your process!
Written by
Emily
Updated over a week ago
Setting up your account
Get your Cliniko account up and running!
Written by
Clinton Beeken
Updated over a week ago
Setting up your account (advanced!)
Get more out of Cliniko with these nifty, more advanced settings!
Written by
Clinton Beeken
Updated this week
Download and save items as PDFs
In addition to printing, you can download and save items as PDFs from Cliniko!
Written by
Emily
Updated over a week ago
Logos and branding
Add a single "default" logo to your account
While you can use multiple logos for each clinic, it's not required. This guide shows you how to add a single logo to your account.
Written by
Emily
Updated over a week ago
Add different logos for each business
If you have multiple clinics set up, you can use a different logo for each one!
Written by
Emily
Updated over a week ago
How do multiple logos for each business work?
If you have several different clinics set up in your account, you can use different logos for each clinic. This guide outlines how it works.
Written by
Emily
Updated over a week ago
Help! The wrong logo is showing on my letters.
If the incorrect logo is showing on your letters, it's because you don't have a "business" placeholder in use. It's easily fixed, though!
Written by
Emily
Updated over a week ago
General settings
Adjusting your display settings
Steps to changing your device and browser settings to make Cliniko appear bigger or smaller!
Written by
Rachel Harkness
Updated over a week ago
Add hyperlinks to text
Add hyperlinks to email confirmations, reminders, letters, and more.
Written by
Emily
Updated over a week ago
Edit your business information
Edit your business name, address, contact details, and more!
Written by
Clinton Beeken
Updated over a week ago
Set up different email addresses for patients to reply to
Set up different email addresses for your patients to reply to.
Written by
Emily
Updated over a week ago
Browsing with tabs
Use tabs to have multiple Cliniko screens open at once!
Written by
Emily
Updated over a week ago
Understanding placeholders
Learn how to use placeholders in appointment reminders, confirmation emails, and letters.
Written by
Emily
Updated over a week ago
Rename "Patients" to "Clients"
You can switch the term "patient" to "client" in Cliniko.
Written by
Emily
Updated over a week ago
"Archiving" vs. "deleting" information
The difference between "archiving" and "deleting" something.
Written by
Emily
Updated over a week ago
See exactly when dashboard messages were sent
Hover over the date to see the time stamp of a message.
Written by
Emily
Updated over a week ago
Subscription settings
Paying for Cliniko
Add or update the credit card in your Cliniko account.
Written by
Emily
Updated over a week ago
Update your payment details
Change the credit card on your Cliniko account.
Written by
Emily
Updated over a week ago
Change your plan
Upgrade or downgrade your Cliniko subscription.
Written by
Emily
Updated over a week ago
How do I view my tax invoices?
Find and download your tax invoices for your subscription.
Written by
Emily
Updated over a week ago
Why did my payment information automatically update?
When you are issued a new card, your payment details can often be automatically updated.
Written by
Rachel Harkness
Updated over a week ago
Purchase SMS credits
Buy SMS credits so that you can send messages and reminders to your patients.
Written by
Emily
Updated over a week ago
Refer a friend to Cliniko
Feel like sharing the Cliniko love? 😍Our referral programme is a win-win for everyone! 💵 🎉
Written by
Dara
Updated over a week ago
Why is there a $1 charge on my bank statement?
What (sometimes) happens when you add a new credit card to your Cliniko account—this is just a temporary charge!
Written by
Emily
Updated over a week ago
User & practitioner settings
Cliniko training for practitioners
Learn how to get the most out of Cliniko if you're a practitioner!
Written by
Clinton Beeken
Updated over a week ago
Cliniko training for reception staff
Learn how to get the most out of Cliniko if you're handling reception-related duties!
Written by
Clinton Beeken
Updated over a week ago
Setting up your schedule
If you're a practitioner, you'll need to set up your schedule so you can book appointments. This guide shows you how.
Written by
Emily
Updated over a week ago
Add breaks to your weekly schedule
Add breaks to your schedule, which will show up in your calendar.
Written by
Emily
Updated over a week ago
Daily appointment reminders for practitioners
Receive an email every morning with your booked appointments.
Written by
Rachel Harkness
Updated over a week ago
Edit your practitioner information
Add or edit provider numbers, update your schedule, and more!
Written by
Emily
Updated over a week ago
My practitioner information didn't save
Some of the common reasons as to why practitioner information doesn't save correctly.
Written by
Emily
Updated over a week ago
Change your email address or password
Update your Cliniko login details!
Written by
Emily
Updated over a week ago
Set up 2 factor authentication
Add an extra layer of security to your Cliniko account.
Written by
Jim Sadusky
Updated over a week ago
Generate a Cliniko API key
Create a unique API key that can be used when integrating Cliniko with another program.
Written by
Jim Sadusky
Updated over a week ago
Connect Cliniko to an external calendar
Link your Cliniko appointments up with Google Calendar, your iPhone calendar, Outlook, and more!
Written by
Emily
Updated over a week ago
Get notified of all new appointments
If you're a practitioner, you can opt to be notified of all new bookings!
Written by
Emily
Updated over a week ago
Appointment cancellation notifications for practitioners
Be notified if an appointment is cancelled.
Written by
Emily
Updated over a week ago
Patient settings
Import patients into Cliniko
Import patient details from a CSV spreadsheet file into Cliniko!
Written by
Emily
Updated over a week ago
Add practitioner signatures to letters
How to include and update practitioner signatures on letters and other documents in Cliniko!
Written by
Rachel Harkness
Updated over a week ago
Set up referral sources
Set up patient referral sources for marketing purposes.
Written by
Katie
Updated over a week ago
Set up recall types
Set up recall types so that you can assign them to your patients and follow up with them!
Written by
Emily
Updated over a week ago
Set up concession types
Set up concession types so that you can automatically discount certain patients.
Written by
Emily
Updated over a week ago
Create letter templates
Set up letter templates so that you can write and send letters to patients!
Written by
Emily
Updated over a week ago
Add your logo to letters
Add your logo to letters.
Written by
Emily
Updated over a week ago
Create treatment note templates
Create and customise treatment note templates so that that you can use to write treatment notes for your patients.
Written by
Emily
Updated over a week ago
Add your logo to treatment notes
Add your logo to treatment notes.
Written by
Emily
Updated over a week ago
Export a treatment note template
Export a treatment note template to share with your friends and colleagues who also use Cliniko!
Written by
Emily
Updated over a week ago
Import a treatment note template
Import a treatment note template from a friend or colleague who also uses Cliniko!
Written by
Emily
Updated over a week ago
Appointment settings
Add additional business information
Use this field to include additional details about a business in communications.
Written by
Rachel Harkness
Updated over a week ago
Set up appointment types
Add new appointment types into your Cliniko account.
Written by
Emily
Updated over a week ago
Set up appointment confirmation emails
Automatically send emails to patients when they book an appointment.
Written by
Emily
Updated over a week ago
Set up SMS appointment reminders
Send automated SMS reminders to your patients!
Written by
Emily
Updated over a week ago
Set up email appointment reminders
Send automated email reminders to your patients!
Written by
Emily
Updated over a week ago
Select which appointments should send reminders
Select which appointment types should send reminders!
Written by
Emily
Updated over a week ago
Select which appointments should send confirmation emails
Select which appointment types should send confirmations!
Written by
Emily
Updated over a week ago
Relate a billable item to an appointment type
Automatically link billable items to appointment types.
Written by
Emily
Updated over a week ago
Relate a treatment note template to an appointment type
Assign a treatment note template to an appointment type to make your note-writing more efficient!
Written by
Emily
Updated over a week ago
Disable appointment confirmation emails
Don't want to send booking confirmation emails out? Turn them off for appointment types or individiual patients!
Written by
Emily
Updated over a week ago
Finance settings
Importing OSC Procedure Codes
How to import Ontario Society of Chiropodists (OSC) procedure codes into your Cliniko account.
Written by
Jason Goncalves
Updated over a week ago
Set up billable items
Create billable items to add to your invoices.
Written by
Emily
Updated over a week ago
Set up payment types
Create unique payment types so that you can track different sources of income (EFTPOS, credit card, cash, etc.).
Written by
Emily
Updated over a week ago
Set up tax types
Add a new tax type to your Cliniko account.
Written by
Jim Sadusky
Updated over a week ago
Add your logo to invoices
Add your logo to invoices.
Written by
Emily
Updated over a week ago
Set up concession prices
Set up discounted prices for patients that have a concession!
Written by
Emily
Updated over a week ago
Importing patient details from other practice management systems
Import data from another practice management system
Get your data into Cliniko using our transfers service or import tools.
Written by
Emily
Updated over a week ago
Transfer patients from Mac Contacts into Cliniko
Export patients from Mac Contacts and import them into Cliniko.
Written by
Emily
Updated over a week ago
Transfer patients from iPhone or iCloud into Cliniko
Export patients from your iPhone Contacts and import them into Cliniko.
Written by
Emily
Updated over a week ago
Transfer patients from Gmail Contacts into Cliniko
Export patients from Google Contacts and import them into Cliniko.
Written by
Emily
Updated over a week ago
Transfer patients from Outlook 2007 into Cliniko
Export patients from Outlook 2007 and import them into Cliniko.
Written by
Emily
Updated over a week ago
Transfer patients from Outlook 2010 into Cliniko
Export patients from Outlook 2010 and import them into Cliniko.
Written by
Emily
Updated over a week ago
Transfer patients from Outlook 2011 into Cliniko
Export patients from Outlook 2011 and import them into Cliniko.
Written by
Emily
Updated over a week ago
Delete a data import
Delete a data import up to 48 hours after it was created.
Written by
Emily
Updated over a week ago
Video Tutorials
Cliniko course: setting up your account
A video playlist to help get your Cliniko account up and running quickly!
Written by
Rachel Harkness
Updated over a week ago