Setting up your Cliniko account

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

Clinton Beeken avatar Jim Sadusky avatar Katie avatar +5
80 articles in this collection
Written by Clinton Beeken, Jim Sadusky, Katie and 5 others
User & practitioner settings

Cliniko training for practitioners

Learn how to get the most out of Cliniko if you're a practitioner!
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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!
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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.
Emily avatar
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.
Emily avatar
Written by Emily
Updated over a week ago

Daily appointment reminders for practitioners

Receive an email every morning with your booked appointments.
Rachel Harkness avatar
Written by Rachel Harkness
Updated over a week ago

Edit your practitioner information

Add or edit provider numbers, update your schedule, and more!
Emily avatar
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.
Emily avatar
Written by Emily
Updated over a week ago

Change your email address or password

Update your Cliniko login details!
Emily avatar
Written by Emily
Updated over a week ago

Set up 2 factor authentication

Add an extra layer of security to your Cliniko account.
Jim Sadusky avatar
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.
Jim Sadusky avatar
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!
Emily avatar
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!
Emily avatar
Written by Emily
Updated over a week ago

Appointment cancellation notifications for practitioners

Be notified if an appointment is cancelled.
Emily avatar
Written by Emily
Updated over a week ago
Patient settings

Import patients into Cliniko

Import patient details from a CSV spreadsheet file into Cliniko!
Emily avatar
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!
Rachel Harkness avatar
Written by Rachel Harkness
Updated over a week ago

Set up referral sources

Set up patient referral sources for marketing purposes.
Katie avatar
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!
Emily avatar
Written by Emily
Updated over a week ago

Set up concession types

Set up concession types so that you can automatically discount certain patients.
Emily avatar
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!
Emily avatar
Written by Emily
Updated over a week ago

Add your logo to letters

Add your logo to letters.
Emily avatar
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.
Emily avatar
Written by Emily
Updated over a week ago

Add your logo to treatment notes

Add your logo to treatment notes.
Emily avatar
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!
Emily avatar
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!
Emily avatar
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.
Rachel Harkness avatar
Written by Rachel Harkness
Updated over a week ago

Set up appointment types

Add new appointment types into your Cliniko account.
Emily avatar
Written by Emily
Updated over a week ago

Set up appointment confirmation emails

Automatically send emails to patients when they book an appointment.
Emily avatar
Written by Emily
Updated over a week ago

Set up SMS appointment reminders

Send automated SMS reminders to your patients!
Emily avatar
Written by Emily
Updated over a week ago

Set up email appointment reminders

Send automated email reminders to your patients!
Emily avatar
Written by Emily
Updated over a week ago

Select which appointments should send reminders

Select which appointment types should send reminders!
Emily avatar
Written by Emily
Updated over a week ago

Select which appointments should send confirmation emails

Select which appointment types should send confirmations!
Emily avatar
Written by Emily
Updated over a week ago

Relate a billable item to an appointment type

Automatically link billable items to appointment types.
Emily avatar
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!
Emily avatar
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!
Emily avatar
Written by Emily
Updated over a week ago