Cliniko

Ray-Ray

Clinton Beeken

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

Setting up your Cliniko account

A video playlist to help get your Cliniko account up and running quickly!

Cliniko course: setting up your account

Video Tutorials

Create an account

Here's how to get your practice's unique address.

Find your Cliniko login page

Logging in to Cliniko

Reset your password

Add a link to your browser to get quick and easy access into your Cliniko account!

Bookmark your Cliniko login page

Access Cliniko from any mobile device—iPhone, Android, iPad, Android tablet…you name it!

Access Cliniko on a mobile device

Quickly access your Cliniko account by adding a shortcut to your devices.

Add Cliniko shortcut to desktop

Keyboard shortcuts on certain pages can help speed up your workflow

Using keyboard shortcuts in Cliniko

Setting up your account

Get more out of Cliniko with these nifty, more advanced settings!

Setting up your account (advanced!)

In addition to printing, you can download and save items as PDFs from Cliniko!

Download and save items as PDFs

If you run a registered charity or an educational institution and your students use Cliniko, you're eligible for a free account.

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

Emily

Getting started

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.

Add a single "default" logo to your account

If you have multiple clinics set up, you can use a different logo for each one!

Add different logos for each business

Add your logo to invoices

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.

How do multiple logos for each business work?

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!

Help! The wrong logo is showing on my letters.

How to upload your custom letterhead to your letters and other docs.

Add a letterhead to your documents

Logos and branding

Steps to changing your device and browser settings to make Cliniko appear bigger or smaller!

Adjusting your display settings

Add hyperlinks to email confirmations, reminders, letters, and more.

Add hyperlinks to text

Edit your business name, address, contact details, and more!

Edit your business information

If you've moved and your address has changed, you can create a new business in Cliniko with the new address, or edit the existing one.

Updating your business location

Set up different email addresses for your patients to reply to.

Set up different email addresses for patients to reply to

Use tabs to have multiple Cliniko screens open at once!

Browsing with tabs

Learn how to use placeholders in appointment reminders, confirmation emails, and letters.

Understanding placeholders

You can switch the term "patient" to "client" in Cliniko.

Rename "Patients" to "Clients"

The difference between "archiving" and "deleting" something.

"Archiving" vs. "deleting" information

Hover over the date to see the time stamp of a message.

See exactly when dashboard messages were sent

Add your business and tax info to establish ownership of your Cliniko account.

Add company ownership details

Save time by uploading your bulk changes rather than making them one by one.

Updating existing records via data imports

Save time by archiving or unarchiving your records en masse

Bulk archive your records

Martina

General settings

Add or update the credit card in your Cliniko account.

Paying for Cliniko

Change the credit card on your Cliniko account.

Update your payment details

Upgrade or downgrade your Cliniko subscription.

Change your plan

Find and download your tax invoices for your subscription.

How do I view my tax invoices?

When you are issued a new card, your payment details can often be automatically updated.

Why did my payment information automatically update?

Buy SMS credits so that you can send messages and reminders to your patients.

Purchase SMS credits

Feel like sharing the Cliniko love? 😍Our referral programme is a win-win for everyone! 💵 🎉

Refer a friend to Cliniko

What (sometimes) happens when you add a new credit card to your Cliniko account—this is just a temporary charge!

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

How to end your subscription (or take a break) and what happens when you do.

Cancel your Cliniko subscription

Dara

Subscription settings

Learn how to get the most out of Cliniko if you're a practitioner!

Cliniko training for practitioners

Learn how to get the most out of Cliniko if you're handling reception-related duties!

Cliniko training for reception staff

If you're a practitioner, you'll need to set up your schedule so you can book appointments. This guide shows you how.

Setting up your schedule

Learn how to update your practitioner availability starting on a date in the future.

Changing your schedule from a future date

Add breaks to your schedule, which will show up in your calendar.

Add breaks to your weekly schedule

Receive an email every morning with your booked appointments.

Daily appointment reminders for practitioners

Add or edit provider numbers, update your schedule, and more!

Edit your practitioner information

Some of the common reasons as to why practitioner information doesn't save correctly.

My practitioner information didn't save

Change your email address or password

Add an extra layer of security to your Cliniko account.

Set up 2 factor authentication (2FA)

Create a unique API key that can be used when integrating Cliniko with another program.

Generate a Cliniko API key

Link your Cliniko appointments up with Google Calendar, your iPhone calendar, Outlook, and more!

Connect Cliniko to an external calendar

Be notified if an appointment is cancelled.

Appointment cancellation notifications for practitioners

Set up notifications to practitioners about all new appointments whether booked in-practice or online.

Get notified of appointment bookings

Send an automated email and/or SMS if a patient's appointment is rescheduled.

Practitioner notifications for rescheduled appointments

Jim Sadusky

User & practitioner settings

Import patient details from a CSV spreadsheet file into Cliniko!

Import patients into Cliniko

How to include and update practitioner signatures on letters and other documents in Cliniko!

Add practitioner signatures to letters

Set up patient referral sources for marketing purposes.

Set up referral sources

Set up recall types so that you can assign them to your patients and follow up with them!

Set up recall types

Set up concession types so that you can automatically discount certain patients.

Set up concession types

Add your logo to letters

Create and customise treatment note templates so that that you can use to write treatment notes for your patients.

Create treatment note templates

Add your logo to treatment notes

Export a treatment note template to share with your friends and colleagues who also use Cliniko!

Export a treatment note template

Assign concessions and automatically apply discounts on services for your VIP patients.

Concessions overview

Katie

Patient settings

Use this field to include additional details about a business in communications.

Add additional communication information

Add new appointment types into your Cliniko account.

Set up appointment types

Edit appointment type details in your account settings.

Edit an appointment type

Your "default appointment type" affects quite a few things, especially when it comes to online bookings. This guide shows you how it works.

What does "default appointment type" mean?

Automatically link your products and billable items to your services.

Relate billable items and products to an appointment type

Assign a treatment note template to an appointment type to make your note-writing more efficient!

Relate a treatment note template to an appointment type

Need to remove an appointment type? Let's learn how to archive them!

Archive an appointment type

Appointment settings

Automatically include specific information on your invoices.

Set up invoices

Create billable items to add to your invoices.

Set up billable items

Create unique payment types so that you can track different sources of income (EFTPOS, credit card, cash, etc.).

Set up payment types

Add a new tax type to your Cliniko account.

Set up tax types

Set up discounted prices for patients that have a concession!

Set up concession prices

How to import Ontario Society of Chiropodists (OSC) procedure codes into your Cliniko account.

Importing OSC Procedure Codes

Need to remove a billable item? Let's learn how to archive them!

Archive a billable item

Import your billable items from a spreadsheet file into Cliniko!

Import billable items into Cliniko

Save time by updating billable item and product prices all at once.

Update your prices in bulk

Jason Goncalves

Finance settings

Get your data into Cliniko using our transfers service or import tools.

Import data from another practice management system

Export patients from Mac Contacts and import them into Cliniko.

Transfer patients from Mac Contacts into Cliniko

Export patients from your iPhone Contacts and import them into Cliniko.

Transfer patients from iPhone or iCloud into Cliniko

Export patients from Google Contacts and import them into Cliniko.

Transfer patients from Gmail Contacts into Cliniko

Export patients from Outlook 2007 and import them into Cliniko.

Transfer patients from Outlook 2007 into Cliniko

Export patients from Outlook 2010 and import them into Cliniko.

Transfer patients from Outlook 2010 into Cliniko

Export patients from Outlook 2011 and import them into Cliniko.

Transfer patients from Outlook 2011 into Cliniko

Delete a data import up to 48 hours after it was created.

Delete a data import

Importing patient details from other practice management systems

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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