How to Assign Template by Appointment
Assign a Treatment Note template to each Cliniko appointment type to automatically use the correct template for each appointment.
Before you begin
Before assigning templates, make sure you have:
Connected your Cliniko account to Arlo.
Created the Treatment Note templates you want to use.
Note: Appointment types are managed in Cliniko. The appointment types available in Template by Appointment are based on the appointment types in your connected Cliniko account.
Assign a template to an appointment type
Go to Settings.
Scroll to Template by Appointment.
Find the Cliniko appointment type you want to configure.
Click Select Template beside the appointment type.
Choose the Treatment Note template you want to use.
Repeat for any additional appointment types.
Click Save at the bottom of the Settings page.
Note: Template selections may update immediately, but we recommend clicking Save before leaving the page to ensure all settings are saved.
The next time you open a Cliniko appointment with that appointment type, Arlo will automatically select the assigned template before you start recording.
Share templates with your team
Administrators can share their template with the rest of the team, ensuring everyone uses the same template settings for appointments.
Note: You must have administrator permissions to share templates with your team.