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Cliniko Integration: Practitioner Sync Checklist

Use this checklist to verify that your Cliniko practice management system is correctly connected with the Avaana platform.

Written by Avaana Team

Important Information

A successful API connection does not necessarily mean that all practitioners will synchronise correctly with Avaana.
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Practitioner profiles, business and location associations, and relevant user permissions must also be configured correctly.
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If a practitioner is still missing from Avaana or appears under the wrong location after completing these checks, please contact the Avaana Support Team for further assistance.
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1. Cliniko Account Settings

Ensure your Cliniko account and API settings are correctly configured.

  • Your Cliniko account is active.

  • API access is enabled.

  • A valid API key has been generated.

  • The correct Cliniko account URL has been provided.

  • The API user has the required permissions.

2. Practitioner Profiles

Check that all practitioner profiles are correctly set up in Cliniko.

  • All practitioners have been created in Cliniko.

  • Practitioner profiles are active.

  • Practitioner details are complete and accurate.

  • Each practitioner is associated with the correct business and location.

  • Practitioner user accounts are correctly configured, where required.

3. Practitioner Availability

Check that practitioner calendars and availability are correctly configured.

  • Working days and hours are set up.

  • Breaks and holidays are up to date.

  • Future availability has been configured.

  • Practitioner calendars are active and up to date.

4. Online Booking Settings

Check that the relevant online booking settings are enabled in Cliniko.

  • The business/location is enabled for online bookings.

  • Practitioners are enabled for online bookings.

  • Appointment types are enabled for online bookings.

  • Booking restrictions and advance booking settings have been checked.

6. Final Sync Verification

Once the above settings have been checked, verify that the integration is working correctly on Avaana.

  • The API connection is successful.

  • All practitioners are retrieved successfully on the Practitioners page.

  • Practitioner IDs are available.

  • Practitioner availability is synchronising correctly, where applicable.

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