Fynn books, moves and cancels appointments in Cliniko
Connect Cliniko with the API key of a Cliniko user, and Fynn offers the free times of your Cliniko online bookings in every conversation. He books, moves and cancels appointments right in Cliniko by the same rules as your booking page, and your team sees each patient's next appointments next to the chat.
Overview
Patients write to a practice on every channel: the website chat, email, WhatsApp. Many want an appointment, a later time or to cancel. With Cliniko connected, Fynn answers with real times from your Cliniko online bookings, up to 3 at once with the time zone of the location, and books the one the patient picks.
Cliniko stays in charge. Fynn offers only what your online bookings offer: the practitioners, locations and appointment types you show there, your notice and how far ahead patients can book. In Deskwoot you pick which practitioners and types Fynn offers. Group classes and types that need an online payment stay in Cliniko, and closer to an appointment than your notice for patient cancellations, your team decides.
Your team confirms each booking with 1 tap, or Fynn books on his own after the patient's yes. On his own he books only into the record your team linked to the contact, or for a patient whose email address Deskwoot verified: into the one Cliniko record with that address and name, or as a new patient when you allow that. For everyone else your team picks the patient record on the card first. Fynn asks for the first and last name, never for a date of birth, an insurance number or symptoms, and he never says whether someone is a patient.
Next to the conversation, your team sees the linked patient with the next and earlier appointments and can cancel one with Cliniko's reason and a note for Cliniko. A record with the contact's email address shows up as a possible match to link, and a new patient can be created from the conversation. Changes made in Cliniko, like a moved or cancelled appointment, reach the conversation within 5 minutes.
Deskwoot needs only the Scheduler role in Cliniko, which cannot see treatment notes, forms or invoices, and it never changes an existing patient record. Cliniko accounts set up for HIPAA compliance cannot be connected. You can connect Cliniko on every plan, the Free plan included, and Fynn books on every paid plan and in the 7 day trial.
What you get with the Cliniko integration
Your online booking times in the chat
Fynn offers the free times your Cliniko online bookings show, up to 3 at once, in the time zone of each location, on every channel.
Booked, moved and cancelled in Cliniko
After the patient's yes, the appointment is booked, moved or cancelled right in Cliniko, with a short note that links it to the conversation.
The right patient record
Fynn books on his own only into the record your team linked to the contact, or after the patient verified their email address. Otherwise your team picks the record on the card, with the date of birth to tell namesakes apart.
Patients next to the conversation
The linked patient's next and earlier appointments, with Cancel, Open in Cliniko, and Create patient for someone new.
Getting started
Connect Cliniko in 4 steps.
- 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.
- Sign in to Cliniko as that user, open My info → Manage API keys → Add an API key, name it Deskwoot and copy the key. Cliniko shows it only once.
- In Deskwoot, open Settings → Integrations, click the Cliniko card, then Connect Cliniko, and paste the key.
- Pick the practitioners and appointment types Fynn offers and click Save. Then turn on Fynn offers free times and click Save booking rules.
