Set up and manage Cliniko Appointments

1. 1

   Open Pages

   Select Add Page or Function in the app editor.

   
2. 2

   Choose Cliniko Appointments

   Search for Cliniko and select Cliniko Appointments.

   
3. 3

   Connect your Cliniko account

   In Cliniko, open My Info → Manage API keys; create a key and enter it in Connect. A successful connection shows the saved connection and booking settings, as pictured.

   
4. 4

   Choose what patients can book

   Use All or select particular locations, practitioners and appointment types; items must also be enabled for online booking in Cliniko.

   
5. 5

   Set notice and change rules

   Set minimum notice, days ahead and the change deadline; choose cancellation, rescheduling, phone and date-of-birth requirements, then Save booking settings.

   
6. 6

   Name the page

   After setup, select Next, name the page and choose its icon before Create Page; existing pages can be renamed in Page Settings.

   
7. 7

   Choose a clinic

   Patients open Book Appointment and choose their location.

   
8. 8

   Choose an appointment

   Select a service by its name, description and duration; enabled group classes also appear in this list.

   
9. 9

   Choose a practitioner

   Select a named practitioner or Any practitioner to find the earliest available appointment.

   
10. 10

    Choose a date and time

    Use the day strip or Next available, then select an available time.

    
11. 11

    Enter patient details

    Enter the patient name and required contact details; notes are optional and do not need to be filled to book.

    
12. 12

    Sign in before confirming

    Sign in or create an app account so the patient can view and manage their appointments later.

    
13. 13

    Check the confirmation

    A successful booking stays on this confirmation screen; use Add to calendar or View my appointments.

    
14. 14

    View and change appointments

    Open My appointments to see saved bookings; Reschedule opens the date/time picker and Move booking submits the new time, when your change rules permit it.

    
15. 15

    Confirm a cancellation

    Select Cancel on the appointment and confirm Cancel appointment; inside the change deadline, contact the clinic instead.

    
16. 16

    Check cancellation history

    The appointment leaves Upcoming and appears under Past and cancelled; this demo booking was really cancelled in Cliniko.

    
17. 17

    View bookings in Data Manager

    Open Data Manager → Cliniko Bookings, select your app, and use Upcoming, Past, Cancelled or Search to find app-booked appointments.

    
18. 18

    Check Cliniko for changes

    Select Check Cliniko for changes to refresh upcoming app bookings after clinic-side moves or cancellations; clinical management remains in Cliniko.

    

Booking and cancellation were verified using a fictional demo patient. Rescheduling instructions describe the available controls, not a completed move. No confirmation-email delivery was verified; check your Cliniko communication settings separately.