How To Use Cliniko To Manage Your Online Bookings

November 7, 2023

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How To Use Cliniko To Manage Your Online Bookings

Cliniko is an online booking platform that simplifies the process of managing bookings for businesses. It enables its users to easily manage their appointments, track customer data, create custom forms and more. Through its intuitive design and powerful automation capabilities, Cliniko helps businesses save time and energy while providing a seamless customer experience.

In this article, we will explore the features of Cliniko and provide step-by-step instructions on how to use it to manage your online bookings.

Cliniko offers a comprehensive suite of tools for managing your bookings, from creating custom forms to tracking customer data. With these powerful features, you can easily streamline your booking process and provide an efficient service for your customers. You can also generate reports to gain valuable insights into customer preferences or trends in appointment demand. Additionally, you can use the mobile app to make managing your business even easier on the go.

We will discuss all these features in detail in this article.

Setting Up Your Cliniko Account

This section focuses on the process of establishing an account for a streamlined approach to appointment organization. Cliniko is a comprehensive online booking and practice management system that helps streamline all aspects of appointments, such as bookings, cancellations and rescheduling. With its user-friendly interface, it allows users to quickly set up their accounts and manage their clients’ appointments.

The setup process begins with creating an account with basic information about you or your business. This includes name, contact details and payment information.

Once the personal information is complete, users can then move onto setting up their appointment preferences. Here they have the ability to customize settings related to appointment types, time slots available for each type of appointment, number of attendees per session and more. All these settings are designed to make managing appointments easier by providing automated reminders for upcoming events and notifications when new bookings are made or cancelled.

Cliniko also offers reporting capabilities which allow users to generate reports about their daily activities or review data from past sessions in order to gain insight into overall performance trends over time.

Creating Custom Booking Forms

Streamline client onboarding by creating custom booking forms in Cliniko to effortlessly capture vital information.

With just a few clicks, you can easily create custom fields and design tailored forms that capture the exact data you need from new clients. This makes it simple to get all the right details ahead of time so that your team can be ready for their appointment when they arrive.

Cliniko's customizable booking forms also give you the flexibility to add additional questions or prompts such as COVID-19 screening questions or waiver forms. This way, you have all the information necessary to ensure a safe and secure environment for both your staff and clients before they even step foot in your office.

Plus, with pre-filled patient data fields, Cliniko eliminates repetitive typing so that your front desk staff can focus on what matters most: delivering excellent care.

Integrating Your Existing Calendar

Integrating an existing calendar with Cliniko can help streamline the process for managing online bookings.

By connecting a calendar such as Google Calendar to Cliniko, businesses can easily import their current booking information and ensure that all bookings are accounted for in one place.

This also makes it easy to update any changes or cancellations quickly and accurately, ensuring customers have up-to-date information about their appointments.

Using this integrated system also allows businesses to better manage resource scheduling and staff availability, providing customers with real-time updates on when the best time is to book an appointment.

With a seamless connection between Cliniko and existing calendars, businesses gain access to powerful automation tools that enable them to serve their clients more effectively while providing greater flexibility for both parties involved in the booking process.

Managing Your Bookings

Utilizing an automated system to keep track of appointments not only enables more efficient management of resources, but also provides customers with up-to-date information regarding available timeslots.

Cliniko is a comprehensive online booking platform that allows businesses to easily manage their bookings and appointments in real time. The intuitive interface makes it simple for users to customize the software according to their specific needs and preferences.

Along with this, Cliniko's built-in filters allow users to quickly search through all upcoming bookings and filter out any unnecessary details such as customer notes or appointment lengths. This makes it easier for teams to stay organized and ensure that all client requests are handled in a timely manner.

Additionally, Cliniko offers features like automatic email reminders which can be sent to both customers and staff members alike, helping them keep track of appointments and reducing the chances of no-shows or last minute cancellations.

By leveraging these features, users can gain greater control over their booking schedules and provide better customer service overall.

Generating Reports

Generating reports with Cliniko provides businesses with the ability to track and analyze trends in their appointment bookings, allowing for informed decision-making and improved customer service.

Businesses can use Cliniko to generate detailed reports on a variety of metrics such as patient demographics, revenue statistics, cancellation rates, and more. These reports can be used to identify patterns or trends in patient behavior so that businesses can make proactive adjustments or changes to their operations as needed.

Furthermore, these insights can be used to optimize customer service by making sure that staff are appropriately staffed during peak booking times.

Generating reports with Cliniko is an invaluable tool for any business looking to improve its online booking system.

Automating Your Booking Process

Automating the booking process can provide businesses with increased efficiency and improved accuracy in their appointment bookings. Cliniko, a cloud-based practice management software, offers businesses this opportunity to streamline their operations.

With features such as automated appointment reminders, online bookings and payment processing, Cliniko helps businesses save time by taking away manual processes and cutting down on administrative work. The automation of mundane tasks also reduces the risk of errors or missed appointments due to human error.

Cliniko allows for customization when it comes to setting up automated systems that match the unique needs of a business. This includes easily setting up custom booking forms tailored to specific services and procedures, allowing customers to select additional services during checkout, generating discounts or coupons codes for promotional campaigns, creating personalised confirmation emails and more.

On top of this there are numerous other integration options available that allow users to sync their existing calendars with Cliniko so all appointment information is kept in one place. Automation can be a beneficial tool when used correctly and Cliniko provides an easy-to-use platform designed specifically for managing online bookings.

Tracking Customer Data

By tracking customer data, businesses are able to gain valuable insights into their customers' preferences and habits, allowing them to better tailor services and offerings.

Using tools such as Cliniko, businesses can easily track customer data from the time they book an appointment. This information includes contact details, the type of service requested, and even any notes that have been taken during previous visits.

Using this information, businesses can create personalized experiences for customers by providing tailored content or offers based on past visits or preferences. This level of personalization helps build relationships with customers, offering a more positive experience that keeps them coming back for future services.

By having access to up-to-date customer data, Cliniko gives business owners the ability to provide exceptional customer service while keeping track of their most important asset - their customers!

Using the Mobile App

The Cliniko mobile app offers businesses a convenient way to access customer data and manage their bookings on the go.

It is an intuitive application that allows users to easily find, add and update information about clients in real time.

With its user-friendly interface and powerful features such as appointment scheduling, reminders, invoicing and payment tracking, it provides a comprehensive solution for managing online bookings.

The app can be used to track customer data including contact information, appointment history, billing details and more.

Additionally, it allows businesses to set up automated notifications for customers regarding upcoming appointments or other important events.

This helps ensure that customers are always kept informed of their upcoming engagements with the business.

By leveraging the mobile app’s capabilities, businesses can streamline their processes related to online bookings while ensuring that all customer data is securely stored and managed on a central platform.


Cliniko provides a comprehensive platform for managing online bookings.

It allows users to customize booking forms, integrate existing calendars, automate the booking process and track customer data.

With its mobile app, users are able to access their booking information anytime and anywhere.

Cliniko is an ideal tool for streamlining the process of handling bookings in a professional and efficient manner.

By using this platform, businesses can save time and resources while increasing customer satisfaction with better services.

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