Cliniko

Emily

Are other admin staff or practitioners going to be using your Cliniko account? Learn how to set them up and manage their permissions.

A breakdown of the different security roles in Cliniko!

Receptionists, accountants, other front desk staff—let them each log into Cliniko!

Add additional practitioners to your Cliniko account.

How to handle owner users in your Cliniko account.

Unable to see practitioners on your calendar? Check out some of the common reasons as to why!

Edit another user's information in your Cliniko account.

Prevent a user from accessing your Cliniko account.

Stop an existing user from accessing your Cliniko account.

If you employ virtual receptionists and have questions on the best practices for them to access your account, read this guide.

If you're a virtual receptionist who's working for someone with a Cliniko account, read this guide for tips on how to get set up properly.

What to do when a practitioner leaves your practice. 🏃🏃‍♀️

Restrict financial details from being visible to Practitioners.

Make it so that only the practitioner who wrote the note or letter can see it.

Depending on what you need, you can customise permission settings for receptionist access to letters and file attachments.

Right now, certain notifications are sent only to practitioners, but you can set up forwarding to send them to a central admin address.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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