Cliniko

Emily

Katie

Rachel Harkness

Your data is already super-duper secure in Cliniko, but there are extra measures that you can take to lock things down even further!

Security

Specify the amount of inactive time before a user is automatically logged out.

Automatic session timeouts

If you delete a patient, ensure that their name or other identifying factors do not display on related information.

Anonymise deleted patient records

Restrict users from emailing invoices and payment receipts directly from Cliniko.

Restrict emailing financial information from Cliniko

Restrict patient names from showing up in browser page titles and your external calendar feed.

Privacy settings for patient names

Prevent patient names from showing up in booking notifications that are sent to practitioners.

Hide patient names in practitioner booking notifications

Cliniko settings

Keep things running smoothly by updating your browser.

How to update your browser

Protect your patient's data by turning off your browser's Autofill feature!

How to disable Autofill

Browser settings

All you need to know about logging in when switching browsers or after a vacation.

Email verification code for new or unrecognised browsers

Create and maintain strict passwords for account access.

Passwords and account access

This guide goes over some general questions you might have about how 2FA works.

2 factor authentication (2FA): general FAQs

This guide covers 2FA codes and how the "keep me logged in" setting affects the log in process.

Using 2FA and the keep me logged in option

Require each person who uses your Cliniko account to enable 2FA (and use it when signing in).

Require all users on your account to use 2-factor authentication

Xero requires that all connected accounts have 2FA enabled.

Why do I need to enable 2FA to use my Xero integration?

Read this guide if you're having trouble logging in with your 2 factor authentication (2FA) codes.

Recovering your account if you lose your 2FA codes

Authy no longer supports their desktop app as of March 19, 2024 here are the steps to transition to the mobile app.

How to switch from Twilio Authy desktop app to mobile

2 factor authentication (2FA)

Set up a secure passkey to easily log into your account!

Using passkeys to log into Cliniko: a detailed overview

Enable passkeys as a secure way to log into your account.

Set up passkeys to log into Cliniko

Resources to help if you're having trouble logging in with your passkey.

Troubleshooting common passkey problems (advanced)

Some common questions and answers about using passkeys to log into your account.

Passkeys: frequently asked questions

You might have saved your passkey to the Chrome browser's built-in security settings, rather than your Apple computer's iCloud Keychain.

Help! I'm setting up a passkey on my Apple computer, but it wants to me to use Google Password Manager to log in.

These are a few common things to check for if you're running into passkey troubles.

Troubleshooting common passkey problems (overview)

If you use Apple devices, your passkeys can be saved to iCloud Keychain.

Setting up passkeys on iCloud Keychain (Apple devices)

If you use Android devices and Chrome as your primary browser, your passkeys can be saved to Google Password Manager.