Cliniko setup

Connecting your Cliniko account.

Every build runs on your own Cliniko account. This is how the connection is set up. Your part takes a few minutes.

01

Book a call

We talk through how your clinic runs today and what you want to stop doing by hand. Before anything is built, we agree what the connection will do and which Cliniko data it needs, usually appointments, patients and invoices.

02

Add us as a user in Cliniko

An administrator at your clinic goes to Settings, then Users & practitioners, and clicks Add user. Use affy@autolabclick.com, choose the security role we agreed on the call, select No under “Is this user a practitioner?” and click Create user.

Cliniko only charges for practitioners on the calendar, so this user does not add to your bill.

03

We connect

We accept the invitation, switch on API keys for that user in My info, and create a key named Autolabclick. The key is made on our side and kept in secure storage. You never have to send it to us, and it is never sent by email.

04

We test, then go live

We build and test on your own account, and go live once you are happy with what it does.

Disconnecting

You can disconnect at any time. Go to Settings, then Users & practitioners, select the Autolabclick user, set Active user to No and click Update user. Tell us, and we archive the API key on our side as well.

How we handle your data is in our privacy policy.

Start with the call.

Tell us how your clinic runs today. If a build does not make sense, we will say so.