Cliniko

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

Clinton Beeken

Emily

Jim Sadusky

User & practitioner settings

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Create your workspace and invite the people you work with.

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

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

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

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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.

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

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

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

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