Cliniko

Emily

Katie

Ray-Ray

Enter expenses and sell, manage, and update stock levels in Cliniko.

Products and expenses

Add a product

Transfer stock or product lists into Cliniko.

Import products into Cliniko

Sell a product by adding it to an invoice.

Sell a product

Adjust product stock levels

Automatically update the stock levels of your products by entering a new expense!

Update stock levels using expenses

Edit a product

Archive a product

Use the products export to see your current inventory levels.

Check existing stock levels

Set up barcode scanning for faster invoicing and inventory management.

Using a barcode scanner in Cliniko

Product management

Add an expense

Edit an expense

Archive an expense

Expense management

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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.

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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.

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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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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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