Setting up your Cliniko account

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 clinic's 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 over a week ago

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

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

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

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

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

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

Recovering your account if you lose your 2FA codes

Read this guide if you're having trouble logging in with your 2 factor authentication (2FA) codes.

Written by Emily
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

Import patients into Cliniko

Import patient details from a CSV spreadsheet file into Cliniko!

Written by Emily
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

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

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

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

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