Setting up your Cliniko account | Cliniko Help

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Setting up your Cliniko account

Setting up your Cliniko account

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

Getting started

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

Signing up for an account as a registered charity or educational institution

Logos and branding

Add a single "default" logo to your account

Add different logos for each business

Add your logo to invoices

How do multiple logos for each business work?

Help! The wrong logo is showing on my letters.

Add a letterhead to your documents

General settings

Adjusting your display settings

Add hyperlinks to text

Edit your business information

Set up different email addresses for patients to reply to

Browsing with tabs

Understanding placeholders

Rename "Patients" to "Clients"

"Archiving" vs. "deleting" information

See exactly when dashboard messages were sent

Add company ownership details

Subscription settings

Paying for Cliniko

Update your payment details

Change your plan

How do I view my tax invoices?

Why did my payment information automatically update?

Purchase SMS credits

Refer a friend to Cliniko

Why is there a $1 charge on my bank statement?

User & practitioner settings

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

Appointment cancellation notifications for practitioners

Get notified of all new bookings

Patient settings

Import patients into Cliniko

Add practitioner signatures to letters

Set up referral sources

Set up recall types

Set up concession types

Add your logo to letters

Create treatment note templates

Add your logo to treatment notes

Export a treatment note template

Concessions overview

Appointment settings

Add additional communication information

Set up appointment types

Edit an appointment type

What does "default appointment type" mean?

Relate billable items and products to an appointment type

Relate a treatment note template to an appointment type

Finance settings

Set up invoices

Set up billable items

Set up payment types

Set up tax types

Set up concession prices

Importing OSC Procedure Codes

Importing patient details from other practice management systems

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

Video Tutorials

Cliniko course: setting up your account