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Setting up your Cliniko account
New to Cliniko? Learn how to set up your account!
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
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
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
Get notified of all new appointments
Appointment cancellation notifications for practitioners
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
Import a treatment note template
Concessions overview
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