Automation for Cliniko

Cliniko, with every course of treatment finished.

Cliniko's reminders get patients to the appointments they've booked. We automate the gap it leaves: patients who stop booking before their treatment is done, and enquiries that never reach the online booking page.

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Start from what’s there

What Cliniko covers, and what it leaves.

  • What Cliniko already does

    Practice management for allied health: diary, treatment notes, invoicing, SMS and email appointment reminders, recalls, follow-up messages and online bookings. Its connected apps directory covers booking, SMS and phone tools, among many others.

  • Where patients still slip

    The drop-off that's easy to miss in physio, osteopathy and chiropractic isn't the no-show. It's the patient who feels better after two sessions of a planned six and simply doesn't rebook. There's no missed appointment to flag, so nothing does. Meanwhile, an enquiry that arrives by email or web form rather than online booking waits for someone to reply.

What we automate

How it works, step by step.

  • 01

    Unfinished courses of treatment

    Starts when: a patient seen recently has no future appointment and hasn't been marked as finished.

    1. Cliniko is checked on a schedule for recent patients with nothing booked, using a finished marker agreed with you.
    2. Each practitioner gets a weekly list of their patients to confirm who should hear from the clinic.
    3. Confirmed patients get a short check-in email with a link to book online.
    4. A booking, a reply or an opt-out takes them off the list.
  • 02

    Enquiry, not yet booked

    Starts when: an enquiry arrives by website form or email rather than through online booking.

    1. The enquirer gets an email reply straight away with your online booking link.
    2. The enquiry is logged with the problem or service they asked about.
    3. If no matching new patient appears in Cliniko after a set time, reception is prompted to call.
    4. Once they're booked, nothing more is sent.
  • 03

    Review request at discharge

    Starts when: a practitioner marks a patient as finished.

    1. Discharged patients are picked up at the next scheduled check.
    2. A few days later, a thank-you with your Google review link goes out.
    3. Patients who've opted out of contact are skipped.
    4. Each request is logged against the patient.

What it connects to

Cliniko, wired into the rest.

  • Your website form and inbox

    Enquiries outside online booking get a reply and a booking link.

  • Practitioners' weekly list

    Patients to check in with, delivered by email or a shared sheet for a clinician to confirm.

  • Google Business Profile

    Discharge review requests point at your Google listing.

  • A retention report

    Patients who finished their course against those who dropped off, by practitioner and service.

The connection

Through Cliniko's API, checked on a schedule.

Cliniko publishes a REST API, with each user generating their own API key. It doesn't offer webhooks, so rather than reacting to events, the automation checks for changes on a schedule. That suits follow-ups measured in days, which these are.

Patient records are health data, so we agree exactly what is read and kept before a key is created, and practitioners approve who is contacted.

Who it suits

A good fit if…

  • You run a physiotherapy, osteopathy, chiropractic, sports therapy or podiatry clinic on Cliniko.

  • Patients often stop booking before their course of treatment is finished.

  • Enquiries come in by email or web form as well as through online booking.

If most of your work is one-off sessions with no planned course of treatment, the drop-off automation has little to catch.

FAQ

Cliniko automation, answered straight.

Cliniko automation

  • Cliniko already sends reminders and recalls. What's different?

    Reminders cover appointments that are booked, and recalls cover patients due back after a set time. Neither notices a patient who stops partway through a course, which is what this is for.

  • Will patients be contacted without a clinician knowing?

    No. The drop-off list goes to practitioners first, and only patients they confirm get a check-in.

  • Why doesn't it react instantly?

    Cliniko's API doesn't send webhooks, so changes are picked up on a schedule. For follow-ups measured in days, that makes no practical difference.

Keep reading

Ready to stop the leak?

Tell us where enquiries are slipping through, and we’ll show you what to build first.

Let’s talk

Reviewed September 2026.