Advice and answers from the Cliniko Team
Setting up your Cliniko account
New to Cliniko? Learn how to set up your account!
![Joe avatar](https://static.intercomassets.com/avatars/2836639/square_128/2021-04-22_12-21-450-1619065416.jpg)
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Clinton Beeken avatar](https://static.intercomassets.com/avatars/218571/square_128/10343490_758330190864455_6114842271238093052_n-1496629677.jpg)
Managing user settings
Are other admin staff or practitioners going to be using your Cliniko account? Learn how to set them up and manage their permissions.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Martina avatar](https://static.intercomassets.com/avatars/2847243/square_128/IMG-20221031-WA0006_Cropped-1669005443.jpeg)
Booking appointments
Book appointments for your patients, schedule your hours, and learn all sorts of nifty stuff about appointment management.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Clinton Beeken avatar](https://static.intercomassets.com/avatars/218571/square_128/10343490_758330190864455_6114842271238093052_n-1496629677.jpg)
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
Patient management
Add patients to your Cliniko account, manage their settings, and more.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
![Katie avatar](https://static.intercomassets.com/avatars/263567/square_128/intercom_pic-1484830082.jpg)
Telehealth
Use Cliniko's telehealth feature to have online-based, video chat appointments with your patients.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Jason Goncalves avatar](https://static.intercomassets.com/avatars/1508708/square_128/Jason-1581026404.png)
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
Invoicing & payments
Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
![Dara avatar](https://static.intercomassets.com/avatars/963030/square_128/me-1496736206.jpg)
Refunds & account credit
Learn how to refund a patient, manage prepaid funds, and more.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
Writing patient notes
Write treatment notes for your patients—you can mark up body charts, as well!
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
Switching to Cliniko
Here you'll find comprehensive guides that will walk you through the steps of migrating data from your existing practice management system to Cliniko!
![Marcus avatar](https://static.intercomassets.com/avatars/1232348/square_128/head-1568939326.jpg)
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Hagen avatar](https://static.intercomassets.com/avatars/3136548/square_128/mug800x800-1556764905.jpeg)
Patient forms
Create secure forms to send to your patients, which they can fill out and submit back to you, all online.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
Time zone management
If you see patients in time zones outside of your clinic's local time, read the guides in this section!
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
Let your patients book online
Allow your patients to book appointments from their computer, mobile phone, or tablet!
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
![Jason Goncalves avatar](https://static.intercomassets.com/avatars/1508708/square_128/Jason-1581026404.png)
Products and expenses
Enter expenses and sell, manage, and update stock levels in Cliniko.
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Katie avatar](https://static.intercomassets.com/avatars/263567/square_128/intercom_pic-1484830082.jpg)
Reporting
Get details on your appointments, finances, patients, and more.
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
Security
Your data is already super-duper secure in Cliniko, but there are extra measures that you can take to lock things down even further!
![Matthew Jones avatar](https://static.intercomassets.com/avatars/220906/square_128/me-1496729083.png)
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
![Katie avatar](https://static.intercomassets.com/avatars/263567/square_128/intercom_pic-1484830082.jpg)
Privacy
How your data is stored and handled in Cliniko and how we comply with data and privacy regulations.
![Jason Goncalves avatar](https://static.intercomassets.com/avatars/1508708/square_128/Jason-1581026404.png)
![Emily avatar](https://static.intercomassets.com/avatars/264270/square_128/photo-1499381876.png)
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Cliniko Community
The Cliniko Community is a safe and private space that lets you connect with others working in healthcare to discuss important topics, including all things Cliniko and more.
![Rachel Harkness avatar](https://static.intercomassets.com/avatars/263956/square_128/NATURAL_rachel-headshot-professional-1710189798.jpg)