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Cliniko

Let your agent check availability and book, reschedule, or cancel appointments in your Cliniko  account — practice-management software for allied-health clinics (Australia, New Zealand, the UK, and Canada).

Health-data note. Cliniko records are patient health information, and call transcripts can contain patient names. Ciaomatic encrypts your Cliniko API key per workspace and never returns patient details to the browser; transcripts follow the platform’s security posture. Only enable the tools your clinic needs, and confirm your obligations before booking patients by phone.

Setup

  1. In Cliniko, open My Info → Manage API Keys and create an API key. The key ends in a region shard (e.g. -au1); Ciaomatic reads your region from it, so you don’t set a base URL.
  2. Integrations → Add integration → Cliniko.
  3. Name it (e.g. “Cliniko booking”).
  4. Paste the API key. It’s stored encrypted and never shown again.
  5. Optionally set default business, practitioner, and appointment type IDs so a call doesn’t have to specify them. You can read these IDs with the list_offerings tool once connected.
  6. Click Add & discover tools.

Tools

Once connected, the agent can (prefixed with your integration’s slug):

  • …_list_offerings — list the clinic’s businesses, practitioners, and appointment types (with their ids)
  • …_get_available_times — open times for a business + practitioner + appointment type (max 7 days ahead)
  • …_create_appointment — book an appointment; if the caller isn’t a patient yet, a patient record is created from their details
  • …_reschedule_appointment — move an existing appointment to a new time
  • …_cancel_appointment — cancel an appointment
  • …_find_patient — find an existing patient by name, email, or phone

Enable the ones you want per agent version in the builder’s Integration tools card.

Booking flow

A Cliniko booking needs a business, a practitioner, an appointment type, and a patient. The first three come from list_offerings or your configured defaults; the patient comes from find_patient. If a caller isn’t a patient yet, create_appointment creates one from their name (and optional phone and email) as part of booking.

Cancellation reason

Cliniko records a numeric cancellation reason on every cancellation. The default is 50; if your account expects a different code you can override it in the integration config. Verify the correct value against your live Cliniko account.

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