Setting up your Account

Welcome To Cliniko!

Thanks for choosing Cliniko! Getting started with Cliniko can be as easy as clicking on the calendar, creating a new Patient, then booking them in.

However, you'll really want to personalise your account so that you can get the most out of Cliniko. In this article, we'll run through a couple of the basic settings that you can alter to make your account your own!

Account Information

You'll want to start with the really basic stuff: who you are, where you're from, and who will have access to your account. Here's some articles on where to get started with that info

  1. Enter your Business Information with your address and contact details, or set up multiple locations.
  2. Have more than one User and/or Practitioner? Here's how to set up Administrative Users and Practitioners.

Scheduling Details

Scheduling is the key to the Cliniko program! You'll want to make sure that you have all of the information put in before jumping in day-to-day so that your administrative team and your clients have the best information available to them.

  1. Set up your Practitioner Information with Availabilities, Provider Numbers and other details. 
  2. Create your Appointment Types.
  3. Want to use our Automated Appointment Reminders and Confirmations? Here's the guides on Confirmations, Email Reminders, and SMS Reminders!
  4. Set up Online Bookings.

Invoicing and Payments

After Scheduling, money is also pretty important! You'll want to establish the services you provide (Billable Items) and how you receive money for those services (Payment Types).

  1. Set up your prices in Billable Items.
  2. Need a Tax that we don't have as a default? Here's how to add your own.
  3. Payment Types are important in delineating how you receive your money! Learn how to add your own right here.

Importing Patients

Need to get a database of client details into Cliniko? Our Data Import process means that you can get thousands of Names in with just a couple of button pushes. Learn how right here.

Customising Treatment Notes

Will your Practitioners be using our Treatment Notes function? Here's how to set up unique templates so that you can create the Notes that you need.

Would You Like To Know More?

With those basics set up, you have your account personalised to your clinic now! However there's still plenty more settings that you can use to make Cliniko efficient to use, and even more personalised. Follow through to find more Advanced Settings with Cliniko.

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