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Managing Practitioner Profiles in Avaana (Based on Your PMS Setup)

How you manage practitioner profiles in Avaana depends on the practice management software (PMS) your business uses. Follow the relevant section below for your setup.

Written by Avaana Team

Scenario 1: Using Cliniko, Nookal, or Coreplus

If your business uses Cliniko, Nookal, or Coreplus, you can connect your PMS to Avaana to automatically sync your practitioner's details.

ℹ️ What Happens During the Sync

Once a full sync is completed with your PMS:

  • All practitioners linked to your clinic locations will be imported into Avaana

  • Practitioner roles and service modalities will be automatically included

  • Practitioner profiles will appear on the Practitioners page located in the left-hand menu.

ℹ️ Managing Synced Practitioners

After syncing, you can:

  • Show or hide practitioners on your dashboard

  • Remove practitioners if they should no longer appear


Scenario 2: If You Do Not Use Cliniko, Nookal, or Coreplus

If your business uses a different PMS, you can connect it to Avaana through Google Calendar.

Steps to Follow

  1. Add Practitioners in Avaana First
    Create a profile for each practitioner in your Avaana dashboard.
    This ensures bookings and referrals are correctly assigned.
    How to Create a Practitioner Profile for Google Calendar Sync

  2. Sync Google Calendar
    Once all practitioner profiles are set up, proceed with connecting your Google Calendar.
    Sync External Calendars with Google Calendar (If Yours Isn’t Listed Here)

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