Cliniko

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

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General settings

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Find answers and get help from Intercom Support and Community Experts

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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.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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