# Cliniko Help

> Help center for Cliniko

## Switching to Cliniko

- [Transfer data from Cliniko to Cliniko](https://help.cliniko.com/en/articles/3771325-transfer-data-from-cliniko-to-cliniko.md): Copy all, or some, data from one Cliniko account to another Cliniko account.
- [Transfer data from BP Allied to Cliniko](https://help.cliniko.com/en/articles/4174257-transfer-data-from-bp-allied-to-cliniko.md): Transfer your clinic data from BP Allied into Cliniko.
- [Transfer data from Capable 21C to Cliniko](https://help.cliniko.com/en/articles/5696800-transfer-data-from-capable-21c-to-cliniko.md): Transfer your clinic data from Capable 21C into Cliniko.
- [Transfer data from Coreplus to Cliniko](https://help.cliniko.com/en/articles/3933781-transfer-data-from-coreplus-to-cliniko.md): Transfer your clinic data from Coreplus into Cliniko.
- [Transfer data from Front Desk to Cliniko](https://help.cliniko.com/en/articles/3771399-transfer-data-from-front-desk-to-cliniko.md): Transfer your clinic data from Front Desk into Cliniko.
- [Transfer data from Gensolve to Cliniko](https://help.cliniko.com/en/articles/3771412-transfer-data-from-gensolve-to-cliniko.md): Transfer your clinic data from Gensolve into Cliniko.
- [Transfer data from Halaxy to Cliniko](https://help.cliniko.com/en/articles/5298408-transfer-data-from-halaxy-to-cliniko.md): Transfer your clinic data from Halaxy into Cliniko.
- [Transfer data from Jane App to Cliniko](https://help.cliniko.com/en/articles/7006965-transfer-data-from-jane-app-to-cliniko.md): Transfer your clinic data from Jane App into Cliniko.
- [Transfer data from MindBody to Cliniko](https://help.cliniko.com/en/articles/5322315-transfer-data-from-mindbody-to-cliniko.md): Transfer your clinic data from MindBody into Cliniko.
- [Transfer data from Nookal to Cliniko](https://help.cliniko.com/en/articles/3771371-transfer-data-from-nookal-to-cliniko.md): Transfer your clinic data from Nookal to Cliniko.
- [Transfer data from Pabau to Cliniko](https://help.cliniko.com/en/articles/10515285-transfer-data-from-pabau-to-cliniko.md): Transfer your clinic data from Pabau into Cliniko.
- [Transfer data from PPMP to Cliniko](https://help.cliniko.com/en/articles/3771385-transfer-data-from-ppmp-to-cliniko.md): Transfer your clinic data from PPMP into Cliniko.
- [Transfer data from PPS to Cliniko](https://help.cliniko.com/en/articles/4341004-transfer-data-from-pps-to-cliniko.md): Transfer your clinic data from PPS into Cliniko.
- [Transfer data from PracSuite to Cliniko](https://help.cliniko.com/en/articles/8453776-transfer-data-from-pracsuite-to-cliniko.md): Transfer your clinic data from PracSuite into Cliniko.
- [Transfer data from Splose to Cliniko](https://help.cliniko.com/en/articles/8786001-transfer-data-from-splose-to-cliniko.md): Transfer your clinic data from Splose into Cliniko.
- [Transfer data from Timely to Cliniko](https://help.cliniko.com/en/articles/9103124-transfer-data-from-timely-to-cliniko.md): Transfer your clinic data from Timely into Cliniko.
- [Transfer data from Hosted TM2 to Cliniko](https://help.cliniko.com/en/articles/4174108-transfer-data-from-hosted-tm2-to-cliniko.md): Transfer your clinic data from a hosted version of TM2 into Cliniko.
- [Transfer data from TM3 to Cliniko](https://help.cliniko.com/en/articles/4365780-transfer-data-from-tm3-to-cliniko.md): Transfer your clinic data from from TM3 into Cliniko.
- [Transfer data from WriteUpp to Cliniko](https://help.cliniko.com/en/articles/11057249-transfer-data-from-writeupp-to-cliniko.md): Transfer your clinic data from WriteUpp into Cliniko.
- [Transfer data from Zanda to Cliniko](https://help.cliniko.com/en/articles/5421980-transfer-data-from-zanda-to-cliniko.md): Transfer your clinic data from Zanda \(formerly Power Diary\) into Cliniko.
- [Transfer data from eAlth to Cliniko](https://help.cliniko.com/en/articles/14074945-transfer-data-from-ealth-to-cliniko.md): Transfer your clinic data from eAlth into Cliniko.

## Setting up your Cliniko account

- [Cliniko course: setting up your account](https://help.cliniko.com/en/articles/5014228-cliniko-course-setting-up-your-account.md): A video playlist to help get your Cliniko account up and running quickly!
- [Create an account](https://help.cliniko.com/en/articles/984724-create-an-account.md): How to create an account with Cliniko.
- [Find your Cliniko login page](https://help.cliniko.com/en/articles/3582129-find-your-cliniko-login-page.md): Here's how to get your practice's unique address.
- [Logging in to Cliniko](https://help.cliniko.com/en/articles/739411-logging-in-to-cliniko.md): How to log into your Cliniko account.
- [Reset your password](https://help.cliniko.com/en/articles/850726-reset-your-password.md): Need to reset your password? Easy-peasy!
- [Bookmark your Cliniko login page](https://help.cliniko.com/en/articles/3582094-bookmark-your-cliniko-login-page.md): Add a link to your browser to get quick and easy access into your Cliniko account!
- [Access Cliniko on a mobile device](https://help.cliniko.com/en/articles/1141545-access-cliniko-on-a-mobile-device.md): Access Cliniko from any mobile device—iPhone, Android, iPad, Android tablet…you name it!
- [Add Cliniko shortcut to desktop](https://help.cliniko.com/en/articles/9145273-add-cliniko-shortcut-to-desktop.md): Quickly access your Cliniko account by adding a shortcut to your devices.
- [Using keyboard shortcuts in Cliniko](https://help.cliniko.com/en/articles/5027337-using-keyboard-shortcuts-in-cliniko.md): Keyboard shortcuts on certain pages can help speed up your workflow
- [Setting up your account](https://help.cliniko.com/en/articles/1023836-setting-up-your-account.md): Get your Cliniko account up and running!
- [Setting up your account \(advanced!\)](https://help.cliniko.com/en/articles/1023823-setting-up-your-account-advanced.md): Get more out of Cliniko with these nifty, more advanced settings!
- [Download and save items as PDFs](https://help.cliniko.com/en/articles/6045807-download-and-save-items-as-pdfs.md): In addition to printing, you can download and save items as PDFs from Cliniko!
- [Signing up for an account as a registered charity or educational institution](https://help.cliniko.com/en/articles/9727690-signing-up-for-an-account-as-a-registered-charity-or-educational-institution.md): If you run a registered charity or an educational institution and your students use Cliniko, you're eligible for a free account.
- [Add a single "default" logo to your account](https://help.cliniko.com/en/articles/5209395-add-a-single-default-logo-to-your-account.md): While you can use multiple logos for each clinic, it's not required. This guide shows you how to add a single logo to your account.
- [Add different logos for each business](https://help.cliniko.com/en/articles/5209333-add-different-logos-for-each-business.md): If you have multiple clinics set up, you can use a different logo for each one!
- [Add your logo to invoices](https://help.cliniko.com/en/articles/1023980-add-your-logo-to-invoices.md): Add your logo to invoices.
- [How do multiple logos for each business work?](https://help.cliniko.com/en/articles/5209363-how-do-multiple-logos-for-each-business-work.md): If you have several different clinics set up in your account, you can use different logos for each clinic. This guide outlines how it works.
- [Help! The wrong logo is showing on my letters.](https://help.cliniko.com/en/articles/5209401-help-the-wrong-logo-is-showing-on-my-letters.md): If the incorrect logo is showing on your letters, it's because you don't have a "business" placeholder in use. It's easily fixed, though!
- [Add a letterhead to your documents](https://help.cliniko.com/en/articles/9031906-add-a-letterhead-to-your-documents.md): How to upload your custom letterhead to your letters and other docs.
- [Adjusting your display settings](https://help.cliniko.com/en/articles/5942051-adjusting-your-display-settings.md): Steps to changing your device and browser settings to make Cliniko appear bigger or smaller!
- [Add hyperlinks to text](https://help.cliniko.com/en/articles/6595405-add-hyperlinks-to-text.md): Add hyperlinks to email confirmations, reminders, letters, and more.
- [Edit your business information](https://help.cliniko.com/en/articles/1023880-edit-your-business-information.md): Edit your business name, address, contact details, and more!
- [Updating your business location](https://help.cliniko.com/en/articles/11709832-updating-your-business-location.md): 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.
- [Set up different email addresses for patients to reply to](https://help.cliniko.com/en/articles/1023868-set-up-different-email-addresses-for-patients-to-reply-to.md): Set up different email addresses for your patients to reply to.
- [Browsing with tabs](https://help.cliniko.com/en/articles/1024064-browsing-with-tabs.md): Use tabs to have multiple Cliniko screens open at once!
- [Understanding placeholders](https://help.cliniko.com/en/articles/1271323-understanding-placeholders.md): Learn how to use placeholders in appointment reminders, confirmation emails, and letters.
- [Rename "Patients" to "Clients"](https://help.cliniko.com/en/articles/1524883-rename-patients-to-clients.md): You can switch the term "patient" to "client" in Cliniko.
- ["Archiving" vs. "deleting" information](https://help.cliniko.com/en/articles/1953220-archiving-vs-deleting-information.md): The difference between "archiving" and "deleting" something.
- [See exactly when dashboard messages were sent](https://help.cliniko.com/en/articles/4793133-see-exactly-when-dashboard-messages-were-sent.md): Hover over the date to see the time stamp of a message.
- [Add company ownership details](https://help.cliniko.com/en/articles/9560840-add-company-ownership-details.md): Add your business and tax info to establish ownership of your Cliniko account.
- [Updating existing records via data imports](https://help.cliniko.com/en/articles/12017262-updating-existing-records-via-data-imports.md): Save time by uploading your bulk changes rather than making them one by one.
- [Bulk archive your records](https://help.cliniko.com/en/articles/12065316-bulk-archive-your-records.md): Save time by archiving or unarchiving your records en masse
- [Paying for Cliniko](https://help.cliniko.com/en/articles/1065369-paying-for-cliniko.md): Add or update the credit card in your Cliniko account.
- [Update your payment details](https://help.cliniko.com/en/articles/3265443-update-your-payment-details.md): Change the credit card on your Cliniko account.
- [Change your plan](https://help.cliniko.com/en/articles/1162143-change-your-plan.md): Upgrade or downgrade your Cliniko subscription.
- [How do I view my tax invoices?](https://help.cliniko.com/en/articles/5178149-how-do-i-view-my-tax-invoices.md): Find and download your tax invoices for your subscription.
- [Why did my payment information automatically update?](https://help.cliniko.com/en/articles/4340171-why-did-my-payment-information-automatically-update.md): When you are issued a new card, your payment details can often be automatically updated.
- [Purchase SMS credits](https://help.cliniko.com/en/articles/1158633-purchase-sms-credits.md): Buy SMS credits so that you can send messages and reminders to your patients.
- [Refer a friend to Cliniko](https://help.cliniko.com/en/articles/1794122-refer-a-friend-to-cliniko.md): Feel like sharing the Cliniko love? 😍Our referral programme is a win-win for everyone! 💵 🎉
- [Why is there a $1 charge on my bank statement?](https://help.cliniko.com/en/articles/1024060-why-is-there-a-1-charge-on-my-bank-statement.md): What \(sometimes\) happens when you add a new credit card to your Cliniko account—this is just a temporary charge!
- [Cancel your Cliniko subscription](https://help.cliniko.com/en/articles/12913151-cancel-your-cliniko-subscription.md): How to end your subscription \(or take a break\) and what happens when you do.
- [Cliniko training for practitioners](https://help.cliniko.com/en/articles/1023869-cliniko-training-for-practitioners.md): Learn how to get the most out of Cliniko if you're a practitioner!
- [Cliniko training for reception staff](https://help.cliniko.com/en/articles/1023862-cliniko-training-for-reception-staff.md): Learn how to get the most out of Cliniko if you're handling reception-related duties!
- [Setting up your schedule](https://help.cliniko.com/en/articles/4681646-setting-up-your-schedule.md): If you're a practitioner, you'll need to set up your schedule so you can book appointments. This guide shows you how.
- [Changing your schedule from a future date](https://help.cliniko.com/en/articles/8835402-changing-your-schedule-from-a-future-date.md): Learn how to update your practitioner availability starting on a date in the future.
- [Add breaks to your weekly schedule](https://help.cliniko.com/en/articles/4698056-add-breaks-to-your-weekly-schedule.md): Add breaks to your schedule, which will show up in your calendar.
- [Daily appointment reminders for practitioners](https://help.cliniko.com/en/articles/5512587-daily-appointment-reminders-for-practitioners.md): Receive an email every morning with your booked appointments.
- [Edit your practitioner information](https://help.cliniko.com/en/articles/1023919-edit-your-practitioner-information.md): Add or edit provider numbers, update your schedule, and more!
- [My practitioner information didn't save](https://help.cliniko.com/en/articles/1023962-my-practitioner-information-didn-t-save.md): Some of the common reasons as to why practitioner information doesn't save correctly.
- [Change your email address or password](https://help.cliniko.com/en/articles/1024110-change-your-email-address-or-password.md): Update your Cliniko login details!
- [Set up 2 factor authentication \(2FA\)](https://help.cliniko.com/en/articles/1023989-set-up-2-factor-authentication-2fa.md): Add an extra layer of security to your Cliniko account.
- [Generate a Cliniko API key](https://help.cliniko.com/en/articles/1023957-generate-a-cliniko-api-key.md): Create a unique API key that can be used when integrating Cliniko with another program.
- [Connect Cliniko to an external calendar](https://help.cliniko.com/en/articles/1147106-connect-cliniko-to-an-external-calendar.md): Link your Cliniko appointments up with Google Calendar, your iPhone calendar, Outlook, and more!
- [Appointment cancellation notifications for practitioners](https://help.cliniko.com/en/articles/1024090-appointment-cancellation-notifications-for-practitioners.md): Be notified if an appointment is cancelled.
- [Get notified of appointment bookings](https://help.cliniko.com/en/articles/10065542-get-notified-of-appointment-bookings.md): Set up notifications to practitioners about all new appointments whether booked in-practice or online.
- [Practitioner notifications for rescheduled appointments](https://help.cliniko.com/en/articles/13642050-practitioner-notifications-for-rescheduled-appointments.md): Send an automated email and/or SMS if a patient's appointment is rescheduled.
- [Import patients into Cliniko](https://help.cliniko.com/en/articles/1023897-import-patients-into-cliniko.md): Import patient details from a CSV spreadsheet file into Cliniko!
- [Add practitioner signatures to letters](https://help.cliniko.com/en/articles/6805173-add-practitioner-signatures-to-letters.md): How to include and update practitioner signatures on letters and other documents in Cliniko!
- [Set up referral sources](https://help.cliniko.com/en/articles/1024041-set-up-referral-sources.md): Set up patient referral sources for marketing purposes.
- [Set up recall types](https://help.cliniko.com/en/articles/1023983-set-up-recall-types.md): Set up recall types so that you can assign them to your patients and follow up with them!
- [Set up concession types](https://help.cliniko.com/en/articles/1023982-set-up-concession-types.md): Set up concession types so that you can automatically discount certain patients.
- [Add your logo to letters](https://help.cliniko.com/en/articles/1185283-add-your-logo-to-letters.md): Add your logo to letters.
- [Create treatment note templates](https://help.cliniko.com/en/articles/1023985-create-treatment-note-templates.md): Create and customise treatment note templates so that that you can use to write treatment notes for your patients.
- [Add your logo to treatment notes](https://help.cliniko.com/en/articles/1185455-add-your-logo-to-treatment-notes.md): Add your logo to treatment notes.
- [Export a treatment note template](https://help.cliniko.com/en/articles/1023992-export-a-treatment-note-template.md): Export a treatment note template to share with your friends and colleagues who also use Cliniko!
- [Concessions overview](https://help.cliniko.com/en/articles/8422196-concessions-overview.md): Assign concessions and automatically apply discounts on services for your VIP patients.
- [Add additional communication information](https://help.cliniko.com/en/articles/5983510-add-additional-communication-information.md): Use this field to include additional details about a business in communications.
- [Set up appointment types](https://help.cliniko.com/en/articles/1023911-set-up-appointment-types.md): Add new appointment types into your Cliniko account.
- [Edit an appointment type](https://help.cliniko.com/en/articles/9143303-edit-an-appointment-type.md): Edit appointment type details in your account settings.
- [What does "default appointment type" mean?](https://help.cliniko.com/en/articles/8529147-what-does-default-appointment-type-mean.md): Your "default appointment type" affects quite a few things, especially when it comes to online bookings. This guide shows you how it works.
- [Relate billable items and products to an appointment type](https://help.cliniko.com/en/articles/1023847-relate-billable-items-and-products-to-an-appointment-type.md): Automatically link your products and billable items to your services.
- [Relate a treatment note template to an appointment type](https://help.cliniko.com/en/articles/1023941-relate-a-treatment-note-template-to-an-appointment-type.md): Assign a treatment note template to an appointment type to make your note-writing more efficient!
- [Archive an appointment type](https://help.cliniko.com/en/articles/11885602-archive-an-appointment-type.md): Need to remove an appointment type? Let's learn how to archive them!
- [Set up invoices](https://help.cliniko.com/en/articles/8762861-set-up-invoices.md): Automatically include specific information on your invoices.
- [Set up billable items](https://help.cliniko.com/en/articles/1023936-set-up-billable-items.md): Create billable items to add to your invoices.
- [Set up payment types](https://help.cliniko.com/en/articles/1023927-set-up-payment-types.md): Create unique payment types so that you can track different sources of income \(EFTPOS, credit card, cash, etc.\).
- [Set up tax types](https://help.cliniko.com/en/articles/1023918-set-up-tax-types.md): Add a new tax type to your Cliniko account.
- [Set up concession prices](https://help.cliniko.com/en/articles/1023984-set-up-concession-prices.md): Set up discounted prices for patients that have a concession!
- [Importing OSC Procedure Codes](https://help.cliniko.com/en/articles/5302043-importing-osc-procedure-codes.md): How to import Ontario Society of Chiropodists \(OSC\) procedure codes into your Cliniko account.
- [Archive a billable item](https://help.cliniko.com/en/articles/11680093-archive-a-billable-item.md): Need to remove a billable item? Let's learn how to archive them!
- [Import billable items into Cliniko](https://help.cliniko.com/en/articles/3495127-import-billable-items-into-cliniko.md): Import your billable items from a spreadsheet file into Cliniko!
- [Update your prices in bulk](https://help.cliniko.com/en/articles/12178800-update-your-prices-in-bulk.md): Save time by updating billable item and product prices all at once.
- [Import data from another practice management system](https://help.cliniko.com/en/articles/1023899-import-data-from-another-practice-management-system.md): Get your data into Cliniko using our transfers service or import tools.
- [Transfer patients from Mac Contacts into Cliniko](https://help.cliniko.com/en/articles/1024126-transfer-patients-from-mac-contacts-into-cliniko.md): Export patients from Mac Contacts and import them into Cliniko.
- [Transfer patients from iPhone or iCloud into Cliniko](https://help.cliniko.com/en/articles/1024103-transfer-patients-from-iphone-or-icloud-into-cliniko.md): Export patients from your iPhone Contacts and import them into Cliniko.
- [Transfer patients from Gmail Contacts into Cliniko](https://help.cliniko.com/en/articles/1024096-transfer-patients-from-gmail-contacts-into-cliniko.md): Export patients from Google Contacts and import them into Cliniko.
- [Transfer patients from Outlook 2007 into Cliniko](https://help.cliniko.com/en/articles/1024116-transfer-patients-from-outlook-2007-into-cliniko.md): Export patients from Outlook 2007 and import them into Cliniko.
- [Transfer patients from Outlook 2010 into Cliniko](https://help.cliniko.com/en/articles/1024121-transfer-patients-from-outlook-2010-into-cliniko.md): Export patients from Outlook 2010 and import them into Cliniko.
- [Transfer patients from Outlook 2011 into Cliniko](https://help.cliniko.com/en/articles/1024128-transfer-patients-from-outlook-2011-into-cliniko.md): Export patients from Outlook 2011 and import them into Cliniko.
- [Delete a data import](https://help.cliniko.com/en/articles/1762181-delete-a-data-import.md): Delete a data import up to 48 hours after it was created.

## Managing user settings

- [User security roles](https://help.cliniko.com/en/articles/1087327-user-security-roles.md): A breakdown of the different security roles in Cliniko!
- [Add an administrative user](https://help.cliniko.com/en/articles/1023883-add-an-administrative-user.md): Receptionists, accountants, other front desk staff—let them each log into Cliniko!
- [Add a practitioner](https://help.cliniko.com/en/articles/1023845-add-a-practitioner.md): Add additional practitioners to your Cliniko account.
- [Managing account owners](https://help.cliniko.com/en/articles/3063803-managing-account-owners.md): How to handle owner users in your Cliniko account.
- [Practitioners aren't showing up on the calendar. Help!](https://help.cliniko.com/en/articles/1814466-practitioners-aren-t-showing-up-on-the-calendar-help.md): Unable to see practitioners on your calendar? Check out some of the common reasons as to why!
- [Changing another user's information](https://help.cliniko.com/en/articles/1024111-changing-another-user-s-information.md): Edit another user's information in your Cliniko account.
- [Make a user inactive](https://help.cliniko.com/en/articles/1023956-make-a-user-inactive.md): Prevent a user from accessing your Cliniko account.
- [Restrict a user account to prevent access](https://help.cliniko.com/en/articles/3965977-restrict-a-user-account-to-prevent-access.md): Stop an existing user from accessing your Cliniko account.
- [Virtual reception & Cliniko: a guide for practice owners](https://help.cliniko.com/en/articles/4509349-virtual-reception-cliniko-a-guide-for-practice-owners.md): If you employ virtual receptionists and have questions on the best practices for them to access your account, read this guide.
- [Virtual reception & Cliniko: a guide for virtual receptionists](https://help.cliniko.com/en/articles/4513816-virtual-reception-cliniko-a-guide-for-virtual-receptionists.md): 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.
- [Make a practitioner inactive](https://help.cliniko.com/en/articles/10031573-make-a-practitioner-inactive.md): What to do when a practitioner leaves your practice.
- [Restrict financial details from practitioners](https://help.cliniko.com/en/articles/1666344-restrict-financial-details-from-practitioners.md): Restrict financial details from being visible to Practitioners.
- [Restrict treatment notes and letters](https://help.cliniko.com/en/articles/1666457-restrict-treatment-notes-and-letters.md): Make it so that only the practitioner who wrote the note or letter can see it.
- [Receptionist access to letters and file attachments](https://help.cliniko.com/en/articles/4513051-receptionist-access-to-letters-and-file-attachments.md): Depending on what you need, you can customise permission settings for receptionist access to letters and file attachments.
- [Automatically forward practitioner notifications](https://help.cliniko.com/en/articles/5351752-automatically-forward-practitioner-notifications.md): Right now, certain notifications are sent only to practitioners, but you can set up forwarding to send them to a central admin address.

## Booking appointments

- [Only show practitioners with availability \(1 day view only\)](https://help.cliniko.com/en/articles/5993192-only-show-practitioners-with-availability-1-day-view-only.md): Display practitioners on the calendar based on whether they are scheduled using the Smart 1 day view.
- [Booking an appointment](https://help.cliniko.com/en/articles/1024061-booking-an-appointment.md): Book an appointment for a patient or client.
- [Book repeating appointments](https://help.cliniko.com/en/articles/1777286-book-repeating-appointments.md): Learn how to schedule recurring appointments for your patients!
- [Automatically add a break at the end of each appointment](https://help.cliniko.com/en/articles/5401527-automatically-add-a-break-at-the-end-of-each-appointment.md): Add gaps between appointments to allow for some down time before you see your next patient.
- [Checking a patient in](https://help.cliniko.com/en/articles/1024062-checking-a-patient-in.md): Check a patient in to let practitioners know that they've arrived!
- [Cancel an appointment](https://help.cliniko.com/en/articles/1956318-cancel-an-appointment.md): Cancel a patient's appointment.
- [Recording no-shows](https://help.cliniko.com/en/articles/1161832-recording-no-shows.md): Did a patient not arrive for their appointment? Keep track of it!
- [Uncancel patient appointments](https://help.cliniko.com/en/articles/6948892-uncancel-patient-appointments.md): Restore an appointment cancellation.
- [Add a note to an appointment](https://help.cliniko.com/en/articles/1024074-add-a-note-to-an-appointment.md): Add a note to an appointment so your team can know what's going on!
- [Add a new location to your calendar](https://help.cliniko.com/en/articles/1023887-add-a-new-location-to-your-calendar.md): Add a new business location so that you can book patients in at more than one place!
- [Using the wait list](https://help.cliniko.com/en/articles/1402450-using-the-wait-list.md): Add patients to the wait list in Cliniko!
- [Setting the wait list expiry date](https://help.cliniko.com/en/articles/4059247-setting-the-wait-list-expiry-date.md): Specify how long patients should remain on the wait list.
- [Let patients cancel their appointments](https://help.cliniko.com/en/articles/1023945-let-patients-cancel-their-appointments.md): Allow patients to cancel their own appointments.
- [Colour coding your appointments](https://help.cliniko.com/en/articles/1023933-colour-coding-your-appointments.md): Give some colour to your appointments to make them stand out on your calendar!
- [A guide to the symbols on appointments](https://help.cliniko.com/en/articles/1023901-a-guide-to-the-symbols-on-appointments.md): Appointments will sometimes show little symbols. Find out what they mean!
- [Edit an appointment on the calendar](https://help.cliniko.com/en/articles/9143638-edit-an-appointment-on-the-calendar.md): Edit an individual booking on the calendar.
- [Reschedule an appointment](https://help.cliniko.com/en/articles/9492754-reschedule-an-appointment.md): Quickly change the time of a booking on the calendar.
- [View the log of changes to an appointment](https://help.cliniko.com/en/articles/1023924-view-the-log-of-changes-to-an-appointment.md): See all the details of changes made to any appointment!
- [Patient names are not showing on the calendar](https://help.cliniko.com/en/articles/1023853-patient-names-are-not-showing-on-the-calendar.md): Can't see patient names? The privacy setting is turned on!
- [View Saturday and Sunday on mobile](https://help.cliniko.com/en/articles/1355246-view-saturday-and-sunday-on-mobile.md): Trying to see the weekend on your mobile or tablet? We show you how here!
- [Archive a business](https://help.cliniko.com/en/articles/1691351-archive-a-business.md): Archive a business location if you're no longer using it!
- [Unarchive a business](https://help.cliniko.com/en/articles/1729254-unarchive-a-business.md): Restore an archived business and continue using it!
- [Group appointments: an overview](https://help.cliniko.com/en/articles/9668605-group-appointments-an-overview.md): Everything you need to know about group appointments \(such as a class, or anything where you'd be seeing more than one patient!\).
- [Create group appointment types](https://help.cliniko.com/en/articles/1023856-create-group-appointment-types.md): Set up appointment types for classes—or anything that would involve more than one patient!
- [Add group appointments to your calendar](https://help.cliniko.com/en/articles/1023903-add-group-appointments-to-your-calendar.md): Add group appointments to your calendar so that you can book patients in.
- [Book patients into group appointments](https://help.cliniko.com/en/articles/1023925-book-patients-into-group-appointments.md): Book patients into group appointments so that they can attend your classes!
- [Set up a fortnightly schedule](https://help.cliniko.com/en/articles/1023973-set-up-a-fortnightly-schedule.md): Do you work on an "every other week" schedule? Learn how to set up fortnightly availabilities!
- [Scheduling time off](https://help.cliniko.com/en/articles/1023892-scheduling-time-off.md): Schedule meetings, or a cheeky donut break using unavailable blocks. 🍩
- [Scheduling holidays](https://help.cliniko.com/en/articles/1124309-scheduling-holidays.md): Schedule a vacation using unavailable blocks.
- [Open up time on your calendar](https://help.cliniko.com/en/articles/1023946-open-up-time-on-your-calendar.md): Planning on seeing patients on a weekend or other time when you're normally not around? Open up time on your calendar to book them in!
- [Changing your permanent schedule](https://help.cliniko.com/en/articles/8543901-changing-your-permanent-schedule.md): You can amend your permanent schedule by following the steps in this guide!
- [Changing Your Calendar to Time Blocks](https://help.cliniko.com/en/articles/1024048-changing-your-calendar-to-time-blocks.md): Break your calendar into easy-to-view blocks of time.
- [Remove unavailable block types](https://help.cliniko.com/en/articles/10225136-remove-unavailable-block-types.md): Learn how to archive unavailable block types
- [Change the calendar time range](https://help.cliniko.com/en/articles/1738041-change-the-calendar-time-range.md): Need to change the hours that the calendar displays? Look no further!
- [Adjust your calendar's display](https://help.cliniko.com/en/articles/1738660-adjust-your-calendar-s-display.md): Change the display on your calendar, to make your appointment blocks bigger or smaller!
- [Change your calendar's weekly view](https://help.cliniko.com/en/articles/1825354-change-your-calendar-s-weekly-view.md): Adjust the number of days that your calendar displays!
- [Connect Cliniko to Google Calendar](https://help.cliniko.com/en/articles/12973253-connect-cliniko-to-google-calendar.md): Automatically import appointments from Cliniko into your Google calendar.
- [Connect Cliniko to iPhone Calendar](https://help.cliniko.com/en/articles/12988729-connect-cliniko-to-iphone-calendar.md): Import appointments from Cliniko into your iPhone's calendar.
- [Connect Cliniko to Apple/Mac Calendar](https://help.cliniko.com/en/articles/12989532-connect-cliniko-to-apple-mac-calendar.md): Import appointments from Cliniko into your Apple calendar on your Mac.

## Patient management

- [Adding custom patient fields](https://help.cliniko.com/en/articles/6399827-adding-custom-patient-fields.md): Customise and create additional fields for the patient details page.
- [Add a new patient](https://help.cliniko.com/en/articles/1023867-add-a-new-patient.md): Add a patient to Cliniko account.
- [Edit a patient's details](https://help.cliniko.com/en/articles/1023888-edit-a-patient-s-details.md): Edit or update a patient's details.
- [Add a preferred name for a patient](https://help.cliniko.com/en/articles/2517842-add-a-preferred-name-for-a-patient.md): If any of your patients would prefer to be called something other than their legal first name, you can add a preferred first name for them.
- [Select a patient](https://help.cliniko.com/en/articles/1023904-select-a-patient.md): Select a patient and view or edit their details.
- [Archive or delete a patient](https://help.cliniko.com/en/articles/1024082-archive-or-delete-a-patient.md): Archive or permanently delete a patient.
- [Unarchive a patient](https://help.cliniko.com/en/articles/1024076-unarchive-a-patient.md): Make an archived patient active again!
- [Help! I can't find any of my archived patients.](https://help.cliniko.com/en/articles/5018796-help-i-can-t-find-any-of-my-archived-patients.md): Unable to see archived patients in your main list? They're just hidden—learn how to make them show up again.
- [Merge duplicate patients](https://help.cliniko.com/en/articles/1024106-merge-duplicate-patients.md): Accidentally have two versions of the same patient? Merge them together!
- [Create notes that appear on all appointments for a patient](https://help.cliniko.com/en/articles/2874400-create-notes-that-appear-on-all-appointments-for-a-patient.md): Set up notes and alerts that show up on each appointment for a patient.
- [Add notes to a patient](https://help.cliniko.com/en/articles/1024051-add-notes-to-a-patient.md): Add important notes and extra information to a patient.
- [Attach a file to a patient](https://help.cliniko.com/en/articles/1132946-attach-a-file-to-a-patient.md): Attach files \(images, PDFs, Word documents, even videos!\) to your patients.
- [Archive a file attachment](https://help.cliniko.com/en/articles/1024105-archive-a-file-attachment.md): Remove a file attachment.
- [Add a medical alert to a patient](https://help.cliniko.com/en/articles/1024063-add-a-medical-alert-to-a-patient.md): Add an alert that provides at-a-glance information about patients.
- [Relate patients to one another](https://help.cliniko.com/en/articles/1024123-relate-patients-to-one-another.md): Set up relationships \(siblings, parents, spouse, etc.\) between patients.
- [Assign a concession type to a patient](https://help.cliniko.com/en/articles/1023988-assign-a-concession-type-to-a-patient.md): Automatically give your patients concession discounts on services by assigning concession types.
- [Assign a recall type to a patient](https://help.cliniko.com/en/articles/1023942-assign-a-recall-type-to-a-patient.md): Assign recall types to your patients so that you can track when they need to be followed up with.
- [Assign a referral source to a patient](https://help.cliniko.com/en/articles/1024065-assign-a-referral-source-to-a-patient.md): Track where your patients are coming from by assigning referral sources.
- [Collecting patient consent for your privacy policy](https://help.cliniko.com/en/articles/1775384-collecting-patient-consent-for-your-privacy-policy.md): If you need your patients' consent for your privacy policy, you can keep track of it in Cliniko.
- [Recording patient sex and gender identity](https://help.cliniko.com/en/articles/6925739-recording-patient-sex-and-gender-identity.md): How to update patient's sex and gender identity fields within Cliniko.
- [Record a patient's pronouns in their details](https://help.cliniko.com/en/articles/5419778-record-a-patient-s-pronouns-in-their-details.md): You can specify what a patient's pronouns are in their account details.
- [Automatically include a patient's pronouns in letters](https://help.cliniko.com/en/articles/5419866-automatically-include-a-patient-s-pronouns-in-letters.md): Use placeholders to include a patient's pronouns in outgoing communications, such as referral letters.
- [Discharging a patient in Cliniko](https://help.cliniko.com/en/articles/9077154-discharging-a-patient-in-cliniko.md): How to handle patient files when a patient is discharged.
- [Archive your patients in bulk](https://help.cliniko.com/en/articles/12057800-archive-your-patients-in-bulk.md): Save time by archiving patients en masse instead of one by one
- [Getting started with patient cases](https://help.cliniko.com/en/articles/3420485-getting-started-with-patient-cases.md): Create cases to manage series of treatments for your patients.
- [Tracking packages with patient cases and account credit](https://help.cliniko.com/en/articles/6477363-tracking-packages-with-patient-cases-and-account-credit.md): Keep track of the number of sessions or appointments used for a pre-paid package
- [Understanding patient cases: unlimited, maximum appointments, or maximum invoiceable amount](https://help.cliniko.com/en/articles/5431201-understanding-patient-cases-unlimited-maximum-appointments-or-maximum-invoiceable-amount.md): When setting up a patient case, you have the option to choose based on appointments, invoiced amounts, or an unlimited combo of both.
- [Add appointments to patient cases](https://help.cliniko.com/en/articles/3427852-add-appointments-to-patient-cases.md): Relate specific appointments to cases—making it easier to track how many appointments have taken place.
- [Attach files to patient cases](https://help.cliniko.com/en/articles/3450380-attach-files-to-patient-cases.md): Keep track of specific files by adding them to patient cases.
- [Add referral details to patient cases](https://help.cliniko.com/en/articles/3450473-add-referral-details-to-patient-cases.md): Link referring doctors to cases, making it easy to see who referred the patient to you for this series of treatments.
- [Export all of a patient's information](https://help.cliniko.com/en/articles/1952935-export-all-of-a-patient-s-information.md): Export every single piece of information that has ever been entered about a patient.
- [Record communication notes](https://help.cliniko.com/en/articles/2445269-record-communication-notes.md): Jot down some notes about any type of communication you may have with a patient!
- [View the log of changes to a patient](https://help.cliniko.com/en/articles/12350077-view-the-log-of-changes-to-a-patient.md): See all the details of changes made to any patient's profile!
- [Add a contact](https://help.cliniko.com/en/articles/2133940-add-a-contact.md): Add a contact \(such as a referring doctor or third-party payer\) to Cliniko.
- [Import contacts into Cliniko](https://help.cliniko.com/en/articles/2151259-import-contacts-into-cliniko.md): Import a group of third-party contacts into Cliniko.
- [Add a referring doctor to a patient](https://help.cliniko.com/en/articles/2165856-add-a-referring-doctor-to-a-patient.md): If a patient has been referred by someone, you can link that person up with the patient as a referring doctor!
- [Send a letter to a referring doctor](https://help.cliniko.com/en/articles/2165903-send-a-letter-to-a-referring-doctor.md): Learn how to send letters to a patient's referring doctor.
- [Send a letter to a contact](https://help.cliniko.com/en/articles/9720199-send-a-letter-to-a-contact.md): Send a letter to a third-party payer or anyone else who may need communications regarding a patient's services.
- [Managing patient referrals: an overview](https://help.cliniko.com/en/articles/9748898-managing-patient-referrals-an-overview.md): A quick-start guide to handling patient referrals \(from doctors or other third-parties\) in Cliniko!
- [Integrate Cliniko with your Mailchimp account](https://help.cliniko.com/en/articles/1023931-integrate-cliniko-with-your-mailchimp-account.md): Connect your Cliniko database with Mailchimp to send newsletters out to your patients!
- [Enable double opt-in for your Mailchimp audience](https://help.cliniko.com/en/articles/1919583-enable-double-opt-in-for-your-mailchimp-audience.md): Send an automatic opt-in email to patients when added to your Mailchimp audience.

## Telehealth

- [An overview of how telehealth works with Cliniko](https://help.cliniko.com/en/articles/3821110-an-overview-of-how-telehealth-works-with-cliniko.md): Cliniko's telehealth feature lets you video chat with your patients. This guide will give you a quick overview on how it works!
- [Telehealth: frequently asked questions](https://help.cliniko.com/en/articles/3829066-telehealth-frequently-asked-questions.md): Some common telehealth-related questions, and their answers.
- [Telehealth security, explained](https://help.cliniko.com/en/articles/3821275-telehealth-security-explained.md): Cliniko's telehealth functionality is safe and secure—only you and the patients you invite can be a part of the meeting.
- [What kind of equipment do I need for telehealth appointments?](https://help.cliniko.com/en/articles/3821280-what-kind-of-equipment-do-i-need-for-telehealth-appointments.md): Learn what you'll need to get started with telehealth. \(It isn't much!\)
- [Telehealth: a guide for patients](https://help.cliniko.com/en/articles/3843932-telehealth-a-guide-for-patients.md): If you're a patient, this guide will help you get started with joining your telehealth appointment!
- [Troubleshooting common telehealth problems](https://help.cliniko.com/en/articles/3846970-troubleshooting-common-telehealth-problems.md): Not to worry! This guide will help you troubleshoot issues you might encounter during your telehealth calls.
- [Troubleshooting video and sound on a Mac](https://help.cliniko.com/en/articles/3860662-troubleshooting-video-and-sound-on-a-mac.md): If you're using an Apple computer, this guide will walk you through the steps to troubleshoot specific issues you might experience.
- [Troubleshooting video and sound on a Windows computer](https://help.cliniko.com/en/articles/3988118-troubleshooting-video-and-sound-on-a-windows-computer.md): If you're using a PC, this guide will walk you through the steps to troubleshoot specific issues you might experience.
- [Troubleshooting video and sound on an iPhone](https://help.cliniko.com/en/articles/3860665-troubleshooting-video-and-sound-on-an-iphone.md): If you're using an iPhone and running into problems with your telehealth appointments, this guide will help you out.
- [Troubleshooting video and sound on an iPad](https://help.cliniko.com/en/articles/3860666-troubleshooting-video-and-sound-on-an-ipad.md): If you're using an iPad and having problems with telehealth appointments, this guide will offer some solutions.
- [Troubleshooting video and sound on an Android phone](https://help.cliniko.com/en/articles/3882568-troubleshooting-video-and-sound-on-an-android-phone.md): If you're using an Android phone and running into problems with your telehealth appointments, this guide will help you out.
- [Enable telehealth appointment types](https://help.cliniko.com/en/articles/3824976-enable-telehealth-appointment-types.md): Turn on the "telehealth" setting in each appointment type so your patients can access their video with you.
- [Book a telehealth appointment](https://help.cliniko.com/en/articles/3821277-book-a-telehealth-appointment.md): Book a telehealth appointment so you can video chat with your patients online.
- [Add telehealth links to appointment reminders and confirmation emails](https://help.cliniko.com/en/articles/3821115-add-telehealth-links-to-appointment-reminders-and-confirmation-emails.md): Include a link for telehealth appointments in your reminders—patients will simply need to click the link to access their appointment!
- [Email telehealth appointment links to your patients](https://help.cliniko.com/en/articles/3821170-email-telehealth-appointment-links-to-your-patients.md): Send your patients a link to their telehealth appointment.
- [Create billable items for telehealth appointments](https://help.cliniko.com/en/articles/3848263-create-billable-items-for-telehealth-appointments.md): Set up specific items and prices to go along with your telehealth appointments.
- [Hide your business address from appointments in online bookings](https://help.cliniko.com/en/articles/4876961-hide-your-business-address-from-appointments-in-online-bookings.md): If you offer services remotely or where you travel to your patients' home, you can hide your clinic address on the online bookings page.
- [Remove your business address from telehealth reminders and confirmations](https://help.cliniko.com/en/articles/4877003-remove-your-business-address-from-telehealth-reminders-and-confirmations.md): If you offer telehealth appointments, you likely don't want to show your address to patients, especially if you're working from home.
- [Telehealth and Medicare claiming](https://help.cliniko.com/en/articles/3852179-telehealth-and-medicare-claiming.md): Details on how you can process bulk bill claims for teleheath appointments.
- [Offer telehealth appointments online](https://help.cliniko.com/en/articles/3846995-offer-telehealth-appointments-online.md): Include telehealth appointments on your online bookings page.
- [Let patients pay online for telehealth appointments](https://help.cliniko.com/en/articles/3846982-let-patients-pay-online-for-telehealth-appointments.md): Set up your telehealth appointments so that they can be booked—and paid for—through your online bookings page!
- [Share your screen with your patients](https://help.cliniko.com/en/articles/3821274-share-your-screen-with-your-patients.md): Share your screen with your patients during a telehealth appointment.
- [Send instant messages to your patients during a telehealth video call](https://help.cliniko.com/en/articles/3821296-send-instant-messages-to-your-patients-during-a-telehealth-video-call.md): You can use the telehealth chat function to share on-screen messages with your patients during their appointment.
- [Disable reactions during telehealth appointments](https://help.cliniko.com/en/articles/8460961-disable-reactions-during-telehealth-appointments.md): Turn off video effects and animations during video calls and appointments.
- [Customising backgrounds during telehealth appointments](https://help.cliniko.com/en/articles/10037418-customising-backgrounds-during-telehealth-appointments.md): Change or blur your background on a telehealth call! 🌆 📞
- [Getting started with group telehealth appointments](https://help.cliniko.com/en/articles/3821305-getting-started-with-group-telehealth-appointments.md): Schedule a three or four-way video call with multiple patients.

## Invoicing & payments

- [Create an invoice](https://help.cliniko.com/en/articles/1023907-create-an-invoice.md): Create invoices for your patients, and customise them to show exactly what you need.
- [Automatically add practitioner signature on invoices](https://help.cliniko.com/en/articles/6015906-automatically-add-practitioner-signature-on-invoices.md): Add or update your personal signature to include on documents.
- [Pay an invoice](https://help.cliniko.com/en/articles/1177719-pay-an-invoice.md): Enter payments against your invoices!
- [Create an account statement](https://help.cliniko.com/en/articles/1023832-create-an-account-statement.md): An account statement will summarise your patients' invoices and payments in one spot!
- [Understanding account statements](https://help.cliniko.com/en/articles/4782588-understanding-account-statements.md): Learn what the different parts of an account statement mean.
- [View the log of changes to invoices and payments](https://help.cliniko.com/en/articles/2635865-view-the-log-of-changes-to-invoices-and-payments.md): See the details of any changes made to invoices and payments!
- [Email an invoice to a patient](https://help.cliniko.com/en/articles/1666669-email-an-invoice-to-a-patient.md): Email invoices to your patients, directly from Cliniko!
- [Third party invoices and payments](https://help.cliniko.com/en/articles/8511087-third-party-invoices-and-payments.md): How to create and send invoices and payments to third parties.
- [Email or print outstanding invoices](https://help.cliniko.com/en/articles/4785704-email-or-print-outstanding-invoices.md): Print or email outstanding invoices directly from the outstanding invoices report.
- [Customise invoice emails](https://help.cliniko.com/en/articles/2784788-customise-invoice-emails.md): Personalise the invoice emails that are sent to patients and third parties.
- [Display extra business details on invoices](https://help.cliniko.com/en/articles/1662976-display-extra-business-details-on-invoices.md): Add your phone number, bank account details, email address \(or anything contact-related\) to your invoices!
- [Preload next appointment date on invoice](https://help.cliniko.com/en/articles/8801380-preload-next-appointment-date-on-invoice.md): Automatically include your patient's next upcoming appointment on their invoices.
- [Preload extra information onto an invoice](https://help.cliniko.com/en/articles/1023900-preload-extra-information-onto-an-invoice.md): Automatically include unique information on each patient's invoice.
- [Preload notes onto an invoice](https://help.cliniko.com/en/articles/8766302-preload-notes-onto-an-invoice.md): Automatically include default notes on each patient's invoice.
- [Edit an invoice](https://help.cliniko.com/en/articles/1405858-edit-an-invoice.md): Learn how to edit an invoice!
- [Archive an invoice](https://help.cliniko.com/en/articles/1359931-archive-an-invoice.md): Remove an invoice from Cliniko.
- [Edit a payment](https://help.cliniko.com/en/articles/1528876-edit-a-payment.md): Learn how to edit a payment.
- [Archive a payment](https://help.cliniko.com/en/articles/1405687-archive-a-payment.md): Remove a payment from Cliniko.
- [Delete or refund a patient's account credit](https://help.cliniko.com/en/articles/1023875-delete-or-refund-a-patient-s-account-credit.md): Remove an account credit from a patient's file.
- [Write off bad debts](https://help.cliniko.com/en/articles/1804760-write-off-bad-debts.md): Learn how to write off an outstanding debt.
- [Rename invoices & account statements](https://help.cliniko.com/en/articles/1808912-rename-invoices-account-statements.md): Change the terminology that shows up on invoices and account statements.
- [Add provider numbers to invoices](https://help.cliniko.com/en/articles/1810647-add-provider-numbers-to-invoices.md): Add different practitioner provider numbers to your invoices!
- [Set up gift vouchers](https://help.cliniko.com/en/articles/1023970-set-up-gift-vouchers.md): Sell gift vouchers or gift certificates, and let your patients redeem them when they come in for an appointment.
- [Payment errors & how to fix them](https://help.cliniko.com/en/articles/1655774-payment-errors-how-to-fix-them.md): If you're editing or creating a payment and running into trouble, check out these solutions!
- [Invoice errors & how to fix them](https://help.cliniko.com/en/articles/1452457-invoice-errors-how-to-fix-them.md): Are you trying to edit or create an invoice, but are encountering error messages? Check out some solutions here!
- [Preload promotions onto an invoice](https://help.cliniko.com/en/articles/8766375-preload-promotions-onto-an-invoice.md): Automatically include special offers and promotional information on each patient's invoice.
- [Decimal quantity support in invoices, products, and billable items](https://help.cliniko.com/en/articles/9996292-decimal-quantity-support-in-invoices-products-and-billable-items.md): No more splitting billable items into smaller blocks!
- [Payment allocation for invoices](https://help.cliniko.com/en/articles/9940654-payment-allocation-for-invoices.md): Have payments automatically apply to invoices the way you want them to! 💳
- [How to apply discounts](https://help.cliniko.com/en/articles/10326871-how-to-apply-discounts.md): Apply special prices to your invoices or for specific appointment types!
- [A guide to tax calculation methods in Cliniko](https://help.cliniko.com/en/articles/10055761-a-guide-to-tax-calculation-methods-in-cliniko.md): How to choose the right calculation method for your practice. 💰
- [Set up billable items for NDIS invoicing](https://help.cliniko.com/en/articles/11077841-set-up-billable-items-for-ndis-invoicing.md): Bill accurately with hourly rates and decimal quantities
- [How to add travel expenses to an invoice](https://help.cliniko.com/en/articles/13513108-how-to-add-travel-expenses-to-an-invoice.md): Here's how to account for travel expenses if you make house calls or off-site visits.
- [Why invoice totals can differ by 1 cent](https://help.cliniko.com/en/articles/13524560-why-invoice-totals-can-differ-by-1-cent.md): Learn why this happens and how to ensure your patients pay what they're supposed to
- [Transferring account credit between patients](https://help.cliniko.com/en/articles/14032917-transferring-account-credit-between-patients.md): Move a credit balance from one patient to another
- [Show appointment duration on invoices](https://help.cliniko.com/en/articles/15595405-show-appointment-duration-on-invoices.md): Automatically include the appointment start time and duration on your invoices.
- [An overview of online payments](https://help.cliniko.com/en/articles/3833646-an-overview-of-online-payments.md): Send your patients payment links and enable advanced payments via online booking.
- [Automatically email online payment receipts](https://help.cliniko.com/en/articles/6570812-automatically-email-online-payment-receipts.md): Send a Stripe or Cliniko receipt when your patients pay online.
- [Choose which appointment types should require online payments](https://help.cliniko.com/en/articles/4856535-choose-which-appointment-types-should-require-online-payments.md): Specify which of your appointment types should require the patient to pay before booking.
- [Require a deposit for online bookings](https://help.cliniko.com/en/articles/5315045-require-a-deposit-for-online-bookings.md): For patients booking online, you can require a deposit at the time of booking, and then take the final payment later.
- [Allocate online booking deposits as account credit, rather than payment on an invoice](https://help.cliniko.com/en/articles/5424130-allocate-online-booking-deposits-as-account-credit-rather-than-payment-on-an-invoice.md): If you take deposits for online bookings, they can be allocated towards account credit, which can be used towards any future service.
- [Add a "Powered by Stripe" badge to online payments](https://help.cliniko.com/en/articles/5078201-add-a-powered-by-stripe-badge-to-online-payments.md): Let your patients know that their online payments are being processed by Stripe, the secure payment processor that Cliniko uses.
- [Process online payments in Cliniko](https://help.cliniko.com/en/articles/8077978-process-online-payments-in-cliniko.md): Send invoices via email, SMS, or QR code so that patients can pay online.
- [Add online payment links to invoices](https://help.cliniko.com/en/articles/8078222-add-online-payment-links-to-invoices.md): Add links to your invoices so that patients can pay their invoices directly online.
- [Why can't I connect my Xero Cashbook or Ledger organisation?](https://help.cliniko.com/en/articles/5521845-why-can-t-i-connect-my-xero-cashbook-or-ledger-organisation.md): Xero no longer supports invoicing integrations with Cashbook and Ledger organisations.
- [Set up Xero for use with Cliniko](https://help.cliniko.com/en/articles/1023967-set-up-xero-for-use-with-cliniko.md): Get your Xero account set up so that you can connect to Cliniko!
- [Integrate Cliniko with your Xero account](https://help.cliniko.com/en/articles/1023891-integrate-cliniko-with-your-xero-account.md): Link Cliniko with Xero accounting software to get the most out of your financials!
- [Reconcile in Xero when using the Cliniko integration](https://help.cliniko.com/en/articles/1023944-reconcile-in-xero-when-using-the-cliniko-integration.md): Reconcile transactions in Xero.
- [Map Cliniko taxes to Xero's tax rates](https://help.cliniko.com/en/articles/1300186-map-cliniko-taxes-to-xero-s-tax-rates.md): Link taxes in Cliniko to corresponding tax rates in Xero.
- [An invoice failed to sync with Xero](https://help.cliniko.com/en/articles/1023855-an-invoice-failed-to-sync-with-xero.md): Some of the common reasons why Xero will give you an error message when syncing an invoice.
- [My Xero integration got disconnected. Help!](https://help.cliniko.com/en/articles/1805020-my-xero-integration-got-disconnected-help.md): If your Xero integration got disconnected, you can hook it back up. Learn how!
- [A guide to e-invoices](https://help.cliniko.com/en/articles/11847804-a-guide-to-e-invoices.md): How to stay compliant with e-invoicing regulations while using Cliniko
- [Sync billable items in Cliniko to specific sales accounts in Xero](https://help.cliniko.com/en/articles/15027612-sync-billable-items-in-cliniko-to-specific-sales-accounts-in-xero.md): Customise how your billable items are pushed to Xero when invoiced
- [Sync payment types in Cliniko to specific clearing accounts in Xero](https://help.cliniko.com/en/articles/15027548-sync-payment-types-in-cliniko-to-specific-clearing-accounts-in-xero.md): Customise how your payments are pushed to Xero
- [Sync products in Cliniko to specific sales accounts in Xero](https://help.cliniko.com/en/articles/15027647-sync-products-in-cliniko-to-specific-sales-accounts-in-xero.md): Customise how your products are pushed to Xero when invoiced
- [Sync practitioner invoice items in Cliniko to specific sales accounts in Xero](https://help.cliniko.com/en/articles/15027662-sync-practitioner-invoice-items-in-cliniko-to-specific-sales-accounts-in-xero.md): Customise how your practitioner's invoice items are pushed to Xero
- [Process claims for Department of Veterans' Affairs](https://help.cliniko.com/en/articles/6002537-process-claims-for-department-of-veterans-affairs.md): DVA claiming via Cliniko
- [An overview of Medicare & Cliniko](https://help.cliniko.com/en/articles/3416732-an-overview-of-medicare-cliniko.md): Process Medicare claims directly from Cliniko!
- [Department of Veterans' Affairs claiming including travel reimbursement](https://help.cliniko.com/en/articles/6021553-department-of-veterans-affairs-claiming-including-travel-reimbursement.md): Manage invoices that include DVA travel claims
- [Cliniko & Medicare: frequently asked questions](https://help.cliniko.com/en/articles/3420271-cliniko-medicare-frequently-asked-questions.md): Got questions about our Medicare integration? We have answers!
- [Set up Cliniko for Medicare claiming with Tyro Health](https://help.cliniko.com/en/articles/3738947-set-up-cliniko-for-medicare-claiming-with-tyro-health.md): Get your Cliniko account set up so that you can link it up with Tyro Health \(formerly Medipass\) and start creating Medicare claims!
- [Integrate Cliniko with Tyro Health](https://help.cliniko.com/en/articles/3401070-integrate-cliniko-with-tyro-health.md): Integrate Cliniko with Tyro Health \(formerly Medipass\), which will allow you to process Medicare, DVA, and Private Health Insurance claims!
- [Process patient claims for Medicare](https://help.cliniko.com/en/articles/3401695-process-patient-claims-for-medicare.md): Process patient claims through Cliniko.
- [Process bulk bill claims for Medicare](https://help.cliniko.com/en/articles/3397231-process-bulk-bill-claims-for-medicare.md): Bulk bill your patients through Cliniko.
- [Process health fund claims with HealthPoint](https://help.cliniko.com/en/articles/3397793-process-health-fund-claims-with-healthpoint.md): Process health fund claims with HealthPoint—but first, connect your account Cliniko to Tyro Health \(formerly Medipass\)!
- [Setting up your Cliniko account to help with NDIS claiming](https://help.cliniko.com/en/articles/11692657-setting-up-your-cliniko-account-to-help-with-ndis-claiming.md): If you're in Australia and have participants on the NDIS, you can use patient cases to help keep track of claims and remaining funds.
- [Providing confirmation of service delivery for My Aged Care](https://help.cliniko.com/en/articles/12855123-providing-confirmation-of-service-delivery-for-my-aged-care.md): Configure your invoices and send treatment notes to meet requirements.
- [Getting a Medicare Assignment of Benefit from your patients](https://help.cliniko.com/en/articles/15441297-getting-a-medicare-assignment-of-benefit-from-your-patients.md): What to do to ensure your Medicare claims are processed following the July 2026 updates.

## Refunds & account credit

- [Recording refunds: an overview](https://help.cliniko.com/en/articles/4372587-recording-refunds-an-overview.md): Record a refund for a patient, either by refunding their money or applying what they paid towards a future service.
- [Recording a refund: giving money back to the patient](https://help.cliniko.com/en/articles/4392145-recording-a-refund-giving-money-back-to-the-patient.md): Record a refund and return the funds that were paid back to your patient.
- [Recording partial refunds](https://help.cliniko.com/en/articles/4527436-recording-partial-refunds.md): If you're only refunding part of an invoice, read this guide!
- [Undo a refund](https://help.cliniko.com/en/articles/4521200-undo-a-refund.md): If you've recorded a refund in error, don't worry—you can undo it!
- [Viewing refunds in reports](https://help.cliniko.com/en/articles/4520960-viewing-refunds-in-reports.md): Refunds will be recorded as negative balances in your payment reports.
- [Recording a refund: turn what was paid into account credit](https://help.cliniko.com/en/articles/4392146-recording-a-refund-turn-what-was-paid-into-account-credit.md): Rather than refund money back to your patient, convert the funds into account credit, to be used towards future services.
- [Understanding "opening balances"](https://help.cliniko.com/en/articles/4392147-understanding-opening-balances.md): If you're moving patients to Cliniko from another system, you can apply an "opening balance" to record funds they might still be owing.
- [Set up prepay patients and account credit](https://help.cliniko.com/en/articles/1023920-set-up-prepay-patients-and-account-credit.md): Take prepayments from patients so that they have credit on their account to use towards future services.
- [Pay an invoice with account credit](https://help.cliniko.com/en/articles/2316273-pay-an-invoice-with-account-credit.md): Pay an invoice using existing account credit.
- [My patient has a mystery credit that shouldn't be there. Help!](https://help.cliniko.com/en/articles/4702747-my-patient-has-a-mystery-credit-that-shouldn-t-be-there-help.md): If you're seeing an account credit listed against a patient profile that shouldn't be there, read this guide!

## Writing patient notes

- [Write a treatment note](https://help.cliniko.com/en/articles/1023881-write-a-treatment-note.md): Write treatment notes for your patients.
- [Link file attachments in treatment notes](https://help.cliniko.com/en/articles/9044590-link-file-attachments-in-treatment-notes.md): Add uploaded patient files into your notes.
- [Using an Apple Pencil or stylus to write treatment notes](https://help.cliniko.com/en/articles/4680778-using-an-apple-pencil-or-stylus-to-write-treatment-notes.md): Learn how to handwrite your patient notes instead of typing!
- [Voice dictation options for Cliniko](https://help.cliniko.com/en/articles/5395681-voice-dictation-options-for-cliniko.md): Learn how to use voice dictation instead of typing throughout Cliniko — including your patient treatment notes!
- [Save and print treatment notes](https://help.cliniko.com/en/articles/2357745-save-and-print-treatment-notes.md): Save your treatment notes as PDFs—and print them!
- [Download or print all of a patient's notes, forms, and appointment history](https://help.cliniko.com/en/articles/1271009-download-or-print-all-of-a-patient-s-notes-forms-and-appointment-history.md): Download a copy all of a patient's appointment history, treatment notes, and completed forms in one document!
- [Upload your own treatment note templates](https://help.cliniko.com/en/articles/10030583-upload-your-own-treatment-note-templates.md): Import an image or PDF file directly into Cliniko.
- [Sending treatment notes](https://help.cliniko.com/en/articles/15187146-sending-treatment-notes.md): Send treatment notes to patients, insurance companies, or doctors directly from Cliniko.
- [Using body charts in treatment notes](https://help.cliniko.com/en/articles/2348486-using-body-charts-in-treatment-notes.md): Learn how to set up body charts and use them in your treatment notes!
- [Add "body chart" questions to treatment note templates](https://help.cliniko.com/en/articles/2358149-add-body-chart-questions-to-treatment-note-templates.md): Include "body chart" questions in your treatment note templates!
- [Upload your own body chart templates](https://help.cliniko.com/en/articles/2357738-upload-your-own-body-chart-templates.md): Use your own images or diagrams for body charts!
- [Understanding the body chart editor](https://help.cliniko.com/en/articles/2351214-understanding-the-body-chart-editor.md): How to use the body chart editor in Cliniko.

## Time zone management

- [Multiple time zones: an overview](https://help.cliniko.com/en/articles/6637940-multiple-time-zones-an-overview.md): View calendars and reports in multiple zones to offer convenient appointments.
- [Enable multiple time zones in your account](https://help.cliniko.com/en/articles/8400832-enable-multiple-time-zones-in-your-account.md): If you operate in different time zones, you can add specific time zones for individual clinics and practitioners.
- [Patient time zones & appointments: an overview](https://help.cliniko.com/en/articles/4386056-patient-time-zones-appointments-an-overview.md): If you service patients outside of your local time zone, you'll want to make sure you have a few key things set up in your account.
- [Set a patient's time zone](https://help.cliniko.com/en/articles/4442739-set-a-patient-s-time-zone.md): If your patients live outside your local time zone, you can set their own time in their details.
- [Send appointments in your patients' time zones](https://help.cliniko.com/en/articles/4442825-send-appointments-in-your-patients-time-zones.md): Add placeholders to your reminder and confirmation templates to ensure that patients get appointment details in their local time.
- [Offer online bookings in your patients' local time zones](https://help.cliniko.com/en/articles/4584804-offer-online-bookings-in-your-patients-local-time-zones.md): If you see patients outside of your local clinic's time zone, you can offer appointments in their time.
- [Disable patient time zones in online bookings](https://help.cliniko.com/en/articles/4584845-disable-patient-time-zones-in-online-bookings.md): Don't show available appointments in your patients' local time zones on your online bookings page.
- [My patient received an appointment reminder or confirmation with the wrong time zone. Help!](https://help.cliniko.com/en/articles/4442928-my-patient-received-an-appointment-reminder-or-confirmation-with-the-wrong-time-zone-help.md): Read this guide if your patient received a confirmation email with the incorrect time zone attached to their appointment.
- [My patient's confirmation email doesn't match the appointment time.](https://help.cliniko.com/en/articles/8400735-my-patient-s-confirmation-email-doesn-t-match-the-appointment-time.md): If your patient or client receives an appointment confirmation email with the wrong time, check their time zone settings!

## Let your patients book online

- [Create custom online bookings pages](https://help.cliniko.com/en/articles/1800855-create-custom-online-bookings-pages.md): Use the bookings URL builder to create unique pages for your online bookings!
- [Create a custom online bookings URL with specific appointment types \(advanced\)](https://help.cliniko.com/en/articles/3360316-create-a-custom-online-bookings-url-with-specific-appointment-types-advanced.md): Learn how to create a custom bookings URL that has a select group of appointment types.
- [Specify the number of available appointments shown online](https://help.cliniko.com/en/articles/1150502-specify-the-number-of-available-appointments-shown-online.md): Use "segments" to show how many appointments are offered.
- [Set the time between appointments in online bookings](https://help.cliniko.com/en/articles/2701586-set-the-time-between-appointments-in-online-bookings.md): Specify the time intervals for your online bookings page.
- [Add a logo to online bookings](https://help.cliniko.com/en/articles/1150158-add-a-logo-to-online-bookings.md): Include your logo on your online bookings page.
- [Specify lead time in online bookings](https://help.cliniko.com/en/articles/1150377-specify-lead-time-in-online-bookings.md): Select when the next available appointment is shown.
- [Restrict when a patient can cancel an appointment](https://help.cliniko.com/en/articles/1150562-restrict-when-a-patient-can-cancel-an-appointment.md): Prevent patients from making last-minute cancellations.
- [Add alerts to your online bookings page](https://help.cliniko.com/en/articles/5620124-add-alerts-to-your-online-bookings-page.md): Add notices to the top of your online bookings page, to keep patients aware of any news or requirements for booking.
- [Hide prices in online bookings](https://help.cliniko.com/en/articles/1150219-hide-prices-in-online-bookings.md): Hide the prices of the services you offer.
- [Hide an appointment's duration in online bookings](https://help.cliniko.com/en/articles/1024124-hide-an-appointment-s-duration-in-online-bookings.md): Hide the duration of your appointments so patients don't know how long they are.
- [Change the order of practitioners in online bookings](https://help.cliniko.com/en/articles/3469710-change-the-order-of-practitioners-in-online-bookings.md): Customise the order of practitioners in online bookings.
- [Change the order of appointment types in online bookings](https://help.cliniko.com/en/articles/8507325-change-the-order-of-appointment-types-in-online-bookings.md): Customise the order of classes and appointments offered in online bookings.
- [Require a patient's address when booking online](https://help.cliniko.com/en/articles/1150287-require-a-patient-s-address-when-booking-online.md): Capture your patient's address when they make an online booking.
- [Add extra information to online bookings](https://help.cliniko.com/en/articles/1150735-add-extra-information-to-online-bookings.md): Add some extra information to your online bookings page.
- [Add terms of use to online bookings](https://help.cliniko.com/en/articles/1150757-add-terms-of-use-to-online-bookings.md): Add terms of use that your patients will need to agree to before booking their appointment online.
- [Let patients consent to your privacy policy when booking online](https://help.cliniko.com/en/articles/1945036-let-patients-consent-to-your-privacy-policy-when-booking-online.md): Allow your patients to consent to your clinic's privacy policy when they book appointments online!
- [Limit how many individual online appointments a patient can book in a day](https://help.cliniko.com/en/articles/4600899-limit-how-many-individual-online-appointments-a-patient-can-book-in-a-day.md): Specify how many appointments you want a patient to be able to book in one day.
- [Can I block a patient from booking online?](https://help.cliniko.com/en/articles/4600740-can-i-block-a-patient-from-booking-online.md): While you can't outright block someone from booking online, we do have some best practices for maintaining your online bookings.
- [How to adjust the intervals in your online bookings](https://help.cliniko.com/en/articles/12937347-how-to-adjust-the-intervals-in-your-online-bookings.md): Change when your available appointments are shown online.
- [Set up online bookings](https://help.cliniko.com/en/articles/1023963-set-up-online-bookings.md): Use online bookings to let your patients book their own appointments!
- [A quick overview of online bookings](https://help.cliniko.com/en/articles/1023955-a-quick-overview-of-online-bookings.md): A quick guide to how online bookings work!
- [Help! My appointments aren't showing up in online bookings.](https://help.cliniko.com/en/articles/8412082-help-my-appointments-aren-t-showing-up-in-online-bookings.md): If your appointments should be in online bookings, but aren't showing up, there are a few settings to check!
- [Adding practitioner photos to online bookings](https://help.cliniko.com/en/articles/5467395-adding-practitioner-photos-to-online-bookings.md): Learn how to add profile photos within the 'More info' online booking descriptions for your practitioners.
- [Add online bookings to your Facebook page](https://help.cliniko.com/en/articles/1023972-add-online-bookings-to-your-facebook-page.md): Include a Call to Action \(CTA\) button to your Cliniko online bookings page!
- [Embed online bookings in your website](https://help.cliniko.com/en/articles/1023839-embed-online-bookings-in-your-website.md): Add your online bookings page directly to your website!
- [Embed online bookings into your Squarespace website](https://help.cliniko.com/en/articles/3693405-embed-online-bookings-into-your-squarespace-website.md): Using Squarespace? This guide will show you how to set up online bookings on your website!
- [Embed online bookings into your Wix website](https://help.cliniko.com/en/articles/3430782-embed-online-bookings-into-your-wix-website.md): How to embed your online bookings directly into your Wix site.
- [Embed Cliniko bookings with Go Daddy website builder](https://help.cliniko.com/en/articles/8468694-embed-cliniko-bookings-with-go-daddy-website-builder.md): This article helps you embed Cliniko bookings on your Go Daddy website
- [Connect Cliniko online bookings with Google Analytics 4 \(embedded\)](https://help.cliniko.com/en/articles/5946172-connect-cliniko-online-bookings-with-google-analytics-4-embedded.md): Connect Cliniko bookings with Google Analytics 4 \(GA4\) 📈
- [Connect Cliniko online bookings with Google Analytics 4 \(hosted\)](https://help.cliniko.com/en/articles/5945174-connect-cliniko-online-bookings-with-google-analytics-4-hosted.md): Connect online bookings with Google Analytics 4 using Google Tag Manager
- [Track conversion events with Google Analytics 4](https://help.cliniko.com/en/articles/5948302-track-conversion-events-with-google-analytics-4.md): Measure successful bookings by tracking Conversion events with Google Analytics 4 📊
- [Integrate Google Tag Manager with Cliniko online bookings](https://help.cliniko.com/en/articles/3470790-integrate-google-tag-manager-with-cliniko-online-bookings.md): Spice up your marketing efforts by integrating Google Tag Manager \(GTM\) with your Cliniko online bookings 📈
- [Tracking the "referral source" in Google Analytics with Cliniko online bookings \(embedded\)](https://help.cliniko.com/en/articles/4726326-tracking-the-referral-source-in-google-analytics-with-cliniko-online-bookings-embedded.md): Workarounds to track conversions \(Goals\) using Google Analytics when the online bookings portal is embedded on your website.
- [Connect Meta Pixel with online bookings](https://help.cliniko.com/en/articles/3471492-connect-meta-pixel-with-online-bookings.md): Using Meta Ads to promote your business? Connect your Meta Pixel with Cliniko online bookings via the Google Tag Manager \(GTM\) integration.
- [Troubleshooting tips for Google Tag Manager](https://help.cliniko.com/en/articles/3659983-troubleshooting-tips-for-google-tag-manager.md): Popular FAQ's and troubleshooting tips for common issues with Google Tag Manager \(GTM\) 🛠️ 📈
- [Testing Google Tag Manager integration using "Google Tag Assistant"](https://help.cliniko.com/en/articles/8140033-testing-google-tag-manager-integration-using-google-tag-assistant.md): Google Tag Assistant helps test the Google Tag Manager integration with Cliniko and see which tags are firing successfully.
- [Using Data Layer Variables with Google Tag Manager](https://help.cliniko.com/en/articles/9619940-using-data-layer-variables-with-google-tag-manager.md): Enhance tracking events using Data Layer Variables. Track specific appointment types, businesses and more! 🤓 📈

## Products and expenses

- [Add a product](https://help.cliniko.com/en/articles/1682604-add-a-product.md): Add products and set their stock levels!
- [Import products into Cliniko](https://help.cliniko.com/en/articles/3491751-import-products-into-cliniko.md): Transfer stock or product lists into Cliniko.
- [Sell a product](https://help.cliniko.com/en/articles/1683209-sell-a-product.md): Sell a product by adding it to an invoice.
- [Adjust product stock levels](https://help.cliniko.com/en/articles/2327825-adjust-product-stock-levels.md): Update your stock levels in Cliniko.
- [Update stock levels using expenses](https://help.cliniko.com/en/articles/1024120-update-stock-levels-using-expenses.md): Automatically update the stock levels of your products by entering a new expense!
- [Edit a product](https://help.cliniko.com/en/articles/1683027-edit-a-product.md): Edit any of your products.
- [Archive a product](https://help.cliniko.com/en/articles/1683157-archive-a-product.md): Remove a product from Cliniko.
- [Check existing stock levels](https://help.cliniko.com/en/articles/2322977-check-existing-stock-levels.md): Use the products export to see your current inventory levels.
- [Using a barcode scanner in Cliniko](https://help.cliniko.com/en/articles/11131789-using-a-barcode-scanner-in-cliniko.md): Set up barcode scanning for faster invoicing and inventory management.
- [Add an expense](https://help.cliniko.com/en/articles/1691145-add-an-expense.md): Enter an expense into Cliniko!
- [Edit an expense](https://help.cliniko.com/en/articles/1691233-edit-an-expense.md): Edit any of your expenses in Cliniko.
- [Archive an expense](https://help.cliniko.com/en/articles/1691261-archive-an-expense.md): Remove an expense from Cliniko.

## Reporting

- [Understanding report figures](https://help.cliniko.com/en/articles/11203202-understanding-report-figures.md): Learn what each financial report shows, why the numbers might differ, and which reports to use for different needs.
- [Understanding the graphs on your reports page](https://help.cliniko.com/en/articles/11596221-understanding-the-graphs-on-your-reports-page.md): A deep dive into what each graph in the reports tab shows
- [Help! I'm trying to print a report and it looks bad.](https://help.cliniko.com/en/articles/5247842-help-i-m-trying-to-print-a-report-and-it-looks-bad.md): If you're trying to print a report from Cliniko but the edges cut off, you'll want to adjust the margins within the print settings.
- [Appointments schedule report](https://help.cliniko.com/en/articles/1781826-appointments-schedule-report.md): See a report of your daily, weekly, fortnightly, or monthly appointments.
- [See cancelled and missed appointments](https://help.cliniko.com/en/articles/1782604-see-cancelled-and-missed-appointments.md): Get a list of appointments that have been marked as "cancelled" or "Did not arrive".
- [Print a hard copy list of appointments to help if you don't have internet access](https://help.cliniko.com/en/articles/4952907-print-a-hard-copy-list-of-appointments-to-help-if-you-don-t-have-internet-access.md): If you know you might not have access to the internet, you can print out a list of appointments for the days ahead.
- [See which appointments have completed treatment notes](https://help.cliniko.com/en/articles/9016974-see-which-appointments-have-completed-treatment-notes.md): Use the treatment note completion report to see which appointments have finalised notes \(and which ones don't\).
- [Find your total number of patients](https://help.cliniko.com/en/articles/2341402-find-your-total-number-of-patients.md): Get the total number of patients in your Cliniko account.
- [View patient birthdays](https://help.cliniko.com/en/articles/1782659-view-patient-birthdays.md): See who has a birthday each month!
- [Find patients without upcoming appointments](https://help.cliniko.com/en/articles/1782688-find-patients-without-upcoming-appointments.md): Need to know who doesn't have anything in the books? This report will help you out!
- [Recalling patients](https://help.cliniko.com/en/articles/1023943-recalling-patients.md): Recall patients so that you can see when they should be coming back in!
- [See how much money patients have spent](https://help.cliniko.com/en/articles/1782756-see-how-much-money-patients-have-spent.md): See a list of patients based on how much they've spent at your clinic.
- [See which patients have account credit](https://help.cliniko.com/en/articles/1828439-see-which-patients-have-account-credit.md): Get a list of all your patients who have account credit on their file!
- [See which patients have accepted your privacy policy](https://help.cliniko.com/en/articles/2403927-see-which-patients-have-accepted-your-privacy-policy.md): Use data exports to get a list of all patients who have accepted your privacy policy.
- [View daily payments](https://help.cliniko.com/en/articles/1887439-view-daily-payments.md): See a list of all the payments from particular day to help balance your transactions!
- [View a summary of all payments](https://help.cliniko.com/en/articles/2009509-view-a-summary-of-all-payments.md): See the total amount \(and type\) of payments over a period of time.
- [View all outstanding invoices](https://help.cliniko.com/en/articles/2009631-view-all-outstanding-invoices.md): Run a report to see which invoices are still owing!
- [See which appointments haven't been invoiced yet](https://help.cliniko.com/en/articles/4196495-see-which-appointments-haven-t-been-invoiced-yet.md): If you need to see which appointments haven't yet had invoices created, this report is for you!
- [See your total practice revenue](https://help.cliniko.com/en/articles/2026119-see-your-total-practice-revenue.md): See exactly how much your clinic has invoiced over a certain period of time!
- [Calculate practitioner earnings](https://help.cliniko.com/en/articles/2026194-calculate-practitioner-earnings.md): See how much a particular practitioner has earned over a period of time.
- [Understanding the practitioner performance report](https://help.cliniko.com/en/articles/4260984-understanding-the-practitioner-performance-report.md): The practitioner performance report provides you with helpful metrics to see how your practitioners are doing. Learn how it works!
- [Service hours in the practitioner performance report: what are they?](https://help.cliniko.com/en/articles/4983104-service-hours-in-the-practitioner-performance-report-what-are-they.md): Service hours are defined as the total amount of hours that a practitioner sees patients.
- [Refresh the practitioner performance report to get the most recent data](https://help.cliniko.com/en/articles/4913219-refresh-the-practitioner-performance-report-to-get-the-most-recent-data.md): Update the performance report to get the most up-to-date information.
- [Export your data](https://help.cliniko.com/en/articles/1023831-export-your-data.md): Export all \(and we mean ALL\) of your data from Cliniko!
- [Exporting patients](https://help.cliniko.com/en/articles/1780957-exporting-patients.md): Get a spreadsheet of all your patients' details!
- [Export appointment calendar and attendees data](https://help.cliniko.com/en/articles/5167881-export-appointment-calendar-and-attendees-data.md): Get information about all the appointments on your calendar, as well as the patients who attended them.
- [Export wait list entries](https://help.cliniko.com/en/articles/4358101-export-wait-list-entries.md): Grab a list of all your wait list entries, or ones from a certain period of time.
- [Export patient cases](https://help.cliniko.com/en/articles/4420520-export-patient-cases.md): Get a list of all your cases so you can review all case information at a glance.
- [View archived records](https://help.cliniko.com/en/articles/1983903-view-archived-records.md): If you'd like to find a record of archived items, you can use the data exports function!
- [Find draft treatment notes](https://help.cliniko.com/en/articles/1983989-find-draft-treatment-notes.md): Find a log of treatment notes based on "draft" or "final" status.
- [Export appointment types](https://help.cliniko.com/en/articles/5167830-export-appointment-types.md): Export a spreadsheet that includes all of your appointment types and their related information.
- [View deleted data exports](https://help.cliniko.com/en/articles/6080459-view-deleted-data-exports.md): Need to see which data exports have been deleted? Just check out the list of exports!
- [Be notified when a data export is complete](https://help.cliniko.com/en/articles/5171216-be-notified-when-a-data-export-is-complete.md): You can opt to receive an email when a data export is done.
- [Getting a list of patients for a specific practitioner](https://help.cliniko.com/en/articles/13722662-getting-a-list-of-patients-for-a-specific-practitioner.md): Use data exports to see who's seen a practitioner

## Security

- [Automatic session timeouts](https://help.cliniko.com/en/articles/3315157-automatic-session-timeouts.md): Specify the amount of inactive time before a user is automatically logged out.
- [Anonymise deleted patient records](https://help.cliniko.com/en/articles/3284892-anonymise-deleted-patient-records.md): If you delete a patient, ensure that their name or other identifying factors do not display on related information.
- [Restrict emailing financial information from Cliniko](https://help.cliniko.com/en/articles/3284842-restrict-emailing-financial-information-from-cliniko.md): Restrict users from emailing invoices and payment receipts directly from Cliniko.
- [Privacy settings for patient names](https://help.cliniko.com/en/articles/3375567-privacy-settings-for-patient-names.md): Restrict patient names from showing up in browser page titles and your external calendar feed.
- [Hide patient names in practitioner booking notifications](https://help.cliniko.com/en/articles/3375720-hide-patient-names-in-practitioner-booking-notifications.md): Prevent patient names from showing up in booking notifications that are sent to practitioners.
- [How to update your browser](https://help.cliniko.com/en/articles/2286767-how-to-update-your-browser.md): Keep things running smoothly by updating your browser.
- [How to disable Autofill](https://help.cliniko.com/en/articles/2030442-how-to-disable-autofill.md): Protect your patient's data by turning off your browser's Autofill feature!
- [2 factor authentication \(2FA\): general FAQs](https://help.cliniko.com/en/articles/4491134-2-factor-authentication-2fa-general-faqs.md): This guide goes over some general questions you might have about how 2FA works.
- [Using 2FA and the keep me logged in option](https://help.cliniko.com/en/articles/6882678-using-2fa-and-the-keep-me-logged-in-option.md): This guide covers 2FA codes and how the "keep me logged in" setting affects the log in process.
- [Require all users on your account to use 2-factor authentication](https://help.cliniko.com/en/articles/3378963-require-all-users-on-your-account-to-use-2-factor-authentication.md): Require each person who uses your Cliniko account to enable 2FA \(and use it when signing in\).
- [Why do I need to enable 2FA to use my Xero integration?](https://help.cliniko.com/en/articles/4357881-why-do-i-need-to-enable-2fa-to-use-my-xero-integration.md): Xero requires that all connected accounts have 2FA enabled.
- [Recovering your account if you lose your 2FA codes](https://help.cliniko.com/en/articles/4471892-recovering-your-account-if-you-lose-your-2fa-codes.md): Read this guide if you're having trouble logging in with your 2 factor authentication \(2FA\) codes.
- [How to switch from Twilio Authy desktop app to mobile](https://help.cliniko.com/en/articles/9028223-how-to-switch-from-twilio-authy-desktop-app-to-mobile.md): Authy no longer supports their desktop app as of March 19, 2024 here are the steps to transition to the mobile app.

## Privacy

- [How Cliniko helps you with patient privacy](https://help.cliniko.com/en/articles/5909460-how-cliniko-helps-you-with-patient-privacy.md): Learn how to make your account as secure as possible 🔐
- [How Cliniko helps you comply with the Australian Privacy Principles](https://help.cliniko.com/en/articles/4274054-how-cliniko-helps-you-comply-with-the-australian-privacy-principles.md): What the rules are, how we follow them, and how Cliniko can help you follow them too.
- [How Cliniko helps you with the New Zealand Privacy Act of 2020.](https://help.cliniko.com/en/articles/6609746-how-cliniko-helps-you-with-the-new-zealand-privacy-act-of-2020.md): Need to comply with the Privacy Act of 2020? Learn how to be compliant with Cliniko!
- [How Cliniko helps you with GDPR compliance](https://help.cliniko.com/en/articles/1908020-how-cliniko-helps-you-with-gdpr-compliance.md): The General Data Protection Regulation \(GDPR\).
- [How Cliniko helps you comply with UK GDPR](https://help.cliniko.com/en/articles/4792789-how-cliniko-helps-you-comply-with-uk-gdpr.md): An overview of UK's version of the General Data Protection Regulation and how Cliniko makes it easier for you to comply.
- [How Cliniko helps you with HIPAA compliance](https://help.cliniko.com/en/articles/3266884-how-cliniko-helps-you-with-hipaa-compliance.md): Health Insurance Portability and Accountability Act of 1996 \(HIPAA\).
- [What happens to my account when HIPAA is enabled?](https://help.cliniko.com/en/articles/3324377-what-happens-to-my-account-when-hipaa-is-enabled.md): If you enable the HIPAA setting on your account, a few key features will change.
- [Request a Business Associate Agreement \(BAA\) from Cliniko](https://help.cliniko.com/en/articles/3770069-request-a-business-associate-agreement-baa-from-cliniko.md): ​Request a BAA from directly within Cliniko.
- [How Cliniko helps you with Canadian national and provincial privacy laws](https://help.cliniko.com/en/articles/3952273-how-cliniko-helps-you-with-canadian-national-and-provincial-privacy-laws.md): PIPEDA, PIPA, PHIPA, HIA, PHIA, and PHIPAA. Learn about these, and find out how Cliniko can help your clinic be compliant with any of them.
- [Information Management Agreement \(IMA\) for practices in Alberta, Canada](https://help.cliniko.com/en/articles/5048851-information-management-agreement-ima-for-practices-in-alberta-canada.md): If your practice is in Alberta, Canada and you need an Information Management Agreement, Cliniko has made it super easy to get one!
- [Cliniko subprocessors](https://help.cliniko.com/en/articles/1877915-cliniko-subprocessors.md): Information about third-party programs that Cliniko uses to help process data.

## Cliniko Community

- [Getting started with the Cliniko Community](https://help.cliniko.com/en/articles/6616790-getting-started-with-the-cliniko-community.md): A comprehensive guide on how to set-up and use Discord