Fynn now books appointments in Cliniko

It's Sunday evening, and a patient writes: "Do you have anything on Tuesday afternoon? My shoulder is still sore." The practice is closed, Cliniko shows 3 free times, and nobody is there to offer them. By Monday morning the patient has booked somewhere else, or the receptionist spends the first hour of the week typing times into replies.

From today, Deskwoot connects to Cliniko. Fynn offers the free times of your Cliniko online bookings in every conversation and, after the patient's yes, books, moves or cancels the appointment right in Cliniko. Your team sees each patient's next appointments next to the chat. You can connect Cliniko on every plan, and Fynn books on every paid plan.

Cliniko's rules, not new ones

Fynn offers exactly what your Cliniko online bookings offer: the practitioners, locations and appointment types you show there, your notice, and how far ahead patients can book. He offers up to 3 times at once, each with the time zone of its location, so a practice with clinics in 2 time zones gets every time in the right one. In Deskwoot you pick which practitioners and types Fynn offers. Group classes and types that need an online payment stay in Cliniko.

Closer to an appointment than your notice for patient cancellations, Fynn does not cancel or move it. He tells the patient that the practice will get back to them and hands the conversation to your team.

The right patient record, every time

A typed email address proves nothing, so Fynn never books into a patient record on its word. On his own he books only into the record your team linked to the contact, or for a patient whose email address Deskwoot verified, for example with the link Fynn sends to it: into the one Cliniko record with that address and name, or as a new patient when you allow new patients in chat. Every other booking waits for your team, which picks the record on the card in the conversation, with the date of birth to tell namesakes apart. Fynn never tells anyone whether a record was found.

To book, Fynn asks for the first and last name, nothing else. He never asks for a date of birth, an insurance number, symptoms or the reason for the visit, and invoices, receipts, payments, treatment notes, letters and referrals go to your team.

What your team sees

An appointment shows as a card in the conversation, with the practitioner, the location and the time in the location's zone. The Details tab shows the linked patient with their next and earlier appointments. Your team can cancel one there with Cliniko's reason and a note only Cliniko gets, link a record that matches the contact's email address, find one by name or email, or create a new patient. Open in Cliniko takes you straight to the appointment or the patient.

Changes made in Cliniko, like an appointment moved at the front desk, reach the conversation within 5 minutes. Copilot knows a linked patient's next 3 appointments, never their date of birth, email address or phone number.

What Deskwoot never does

Deskwoot never asks Cliniko for treatment notes, medical alerts, forms, letters, invoices or payments, and it never changes an existing patient record. A new record gets the first and last name, the email address and a mobile number, nothing more. Each appointment Deskwoot books carries a short note with a reference and a link to the conversation, never the content of a message.

Connect Cliniko in 3 steps

Deskwoot needs only the Scheduler role in Cliniko, which cannot see treatment notes, forms or invoices.

1. In Cliniko, open Settings > Users & practitioners, add a user for Deskwoot with the Scheduler role and set Allow (their first name) to create and use API keys to Yes.
2. Sign in as that user, open My info > Manage API keys > Add an API key, name it Deskwoot and copy the key.
3. In Deskwoot, go to Settings > Integrations, click the Cliniko card, then Connect Cliniko, and paste the key. Pick the practitioners and appointment types Fynn offers, click Save, and turn on Fynn offers free times.

The full walkthrough is in the help article Connect Cliniko. Connecting Cliniko works on every plan and costs nothing extra, and each workspace connects one Cliniko account. Fynn's booking comes with every paid plan, starting with Startup, and the 7 day trial includes it.