Cliniko by Maxmel Tech

cliniko is a practice management platform for clinics and allied health professionals, offering scheduling, treatment records, invoicing, and secure data storage integrating with make com enables workflow automation, connecting cliniko data with other business tools for improved efficiency this is ai generated content based on official cliniko documentation the content may still contain errors—please verify important information if you have questions, contact cliniko support directly how to get support on cliniko cliniko is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=cliniko\&app slug=cliniko community\&app unique id=cliniko x7vdeu6 x2569w requirements to use the cliniko app in make, you must have an active cliniko account and an api key, create your account on cliniko app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect cliniko and {{product name}} to get started, you must first create a connection between cliniko and {{product name}} , allowing the two services to communicate you can connect using the following method api key,basic auth api key instructions you need to create and retrieve your api key from your cliniko account login to your cliniko account using your credentials go to the my info section located in the bottom left corner of the navigation within cliniko click the manage api keys button create a new api key if you do not already have one copy and securely store the generated api key basic auth instructions you need to generate your api key log in to your cliniko account go to the my info section located in the bottom left corner of the navigation click on the manage api keys button create a new api key from that page note the generated api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=cliniko\&app slug=cliniko community\&app unique id=cliniko x7vdeu6 x2569w create the connection in {{product name}} log in in your make account , add the cliniko module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your cliniko or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page cliniko modules after connecting to the cliniko app, you can choose from a list of available modules to build your {{scenario plural lowercase}} archive a contact archives a specific contact, moving them from your active contact list to your archive for better organization archive a patient archives a specific patient record, removing it from the active patient list while preserving the information for future reference archive a product archives a specific product, making it inactive and removing it from your active product listings archive an individual appointment archives a specific appointment, allowing you to store or remove it from your active schedule cancel an individual appointment cancels a specific appointment using its unique id, ensuring that the selected booking is removed from the schedule create a contact adds a brand new contact to your list, allowing you to store and manage their details easily create a patient adds a new patient record to your system, allowing you to store and manage their information easily create a product adds a brand new product to your inventory, allowing you to specify all the necessary details for the item create a product stock adjustment creates a new product stock adjustment, allowing you to either add to or subtract from the current stock quantity of a specific product create an individual appointment creates a brand new appointment for an individual, allowing you to schedule a specific meeting or event for one person get a booking fetches the details of a specific booking that already exists, allowing you to view all its information get a contact fetches detailed information about a specific contact using their unique id get a patient fetches detailed information about a specific patient using their unique id get a practitioner fetches detailed information about a specific practitioner using their unique id get a product fetches detailed information about a specific product using its unique id get an individual apppointment fetches detailed information about a specific appointment that already exists get an invoice fetches detailed information about a specific invoice using its unique id get an invoice item fetches detailed information about a specific invoice item using its unique id make api call allows you to make a custom api request to the service, using your authorized connection this lets you access endpoints or features that may not be covered by the standard modules search bookings searches for existing bookings based on your specified criteria, helping you quickly find the reservations you need search contacts searches your database to find contacts that match specific criteria you set search individual appointments finds and retrieves specific individual appointments based on your search criteria search invoice items finds and retrieves all items listed on a specific invoice, allowing you to view detailed information about each item included in that invoice search invoices searches for invoices based on your specified criteria, helping you quickly find the exact invoices you need search patients allows you to find patients in your system by specifying various search criteria, such as name, id, or other details search practitioners finds and retrieves information about available practitioners based on your search criteria search products searches your store’s catalog to help you find specific products based on your chosen criteria search treatment notes searches your account for specific treatment notes based on the criteria you provide unarchive a patient restores a specific patient’s record from the archive, making it active and accessible again update a contact updates the details of an existing contact, allowing you to modify information such as name, email, phone number, or other contact fields update a patient updates the details of an existing patient record update a product updates the details of an existing product, allowing you to modify information such as its name, description, price, or other attributes update an individual appointment updates the details of a specific appointment, such as the date, time, or other relevant information watch ended appointments monitors your calendar and notifies you whenever an appointment has ended watch new appointments monitors your calendar for any newly scheduled appointments and notifies you when a new appointment is created watch new contacts monitors your account for any newly added contacts and triggers when a new contact is created watch new invoices monitors your account for any newly created invoices and alerts you when a new invoice appears watch new patients monitors and notifies you whenever a new patient is added, helping you stay up to date with your latest patient registrations watch updated contacts monitors your contacts and triggers whenever any of their details are updated templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} cliniko resources you can have access to more resources related to this app on the following links cliniko topics on make community cliniko website cliniko documentation cliniko api documentation cliniko page on make