Managing user settings

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

14 articles in this collection
Written by Emily and Martina

Understanding security roles

User security roles

A breakdown of the different security roles in Cliniko!

Written by Emily
Updated this week

Managing other users

Add an administrative user

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

Written by Emily
Updated over a week ago

Add a practitioner

Add additional practitioners to your Cliniko account.

Written by Emily
Updated over a week ago

Managing account ownership

How to handle ownership of your Cliniko account

Written by Martina
Updated over a week ago

Practitioners aren't showing up on the calendar. Help!

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

Written by Emily
Updated over a week ago

Changing another user's information

Edit another user's information in your Cliniko account.

Written by Emily
Updated over a week ago

Make a user inactive

Prevent a user from accessing your Cliniko account.

Written by Emily
Updated over a week ago

Restrict a user account to prevent access

Stop an existing user from accessing your Cliniko account.

Written by Emily
Updated over a week ago

Virtual reception & Cliniko: a guide for practice owners

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

Written by Emily
Updated over a week ago

Virtual reception & Cliniko: a guide for virtual receptionists

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.

Written by Emily
Updated over a week ago

Customise user permissions

Restrict financial details from practitioners

Restrict financial details from being visible to Practitioners.

Written by Emily
Updated over a week ago

Restrict treatment notes and letters

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

Written by Emily
Updated over a week ago

Receptionist access to letters and file attachments

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

Written by Emily
Updated over a week ago

Automatically forward booking notifications to a different email address

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

Written by Emily
Updated over a week ago