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Appointment software · Cliniko

The AI receptionist for clinics on Cliniko

CAi answers your clinic’s calls and WhatsApp messages, checks free times in Cliniko and books the appointment there, with the right practitioner and appointment type. It connects through Cliniko’s own public API, with no middleman. Up and running in about 20 days.

Connected diary

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  • Reads available times
  • Books the right appointment type
  • Notes the reason for the visit
  • Confirms on WhatsApp

Who it’s for

For clinics that already run on Cliniko

Cliniko is practice management software for physiotherapists, osteopaths, chiropractors and other allied health clinics, used by clinics around the world, from Australia and New Zealand to the UK.

Cliniko publishes an API for other tools to read availability and create appointments. That is what CAi uses: you keep Cliniko exactly as it is, and the phone and WhatsApp start booking into it.

Cliniko
Where
  • Worldwide
  • Australia
  • New Zealand
  • UK
Specialties
  • Physiotherapy
  • Osteopathy
  • Chiropractic
  • Allied health
Connection
  • Cliniko’s public API
What you need
  • An API key from your Cliniko account

Step by step

A Saturday call becomes an initial assessment in Cliniko

A new patient rings on Saturday morning, when the clinic is closed, about a running injury. This is how CAi turns the call into a booking.

Call in progress
An example call

Ruth Hello, I’ve hurt my knee running and I’d like to book an assessment.

CAi Sorry to hear that. A first visit is an initial assessment. The earliest is Monday at 8.15 with Priya, or Tuesday at 5.30 with Tom.

Ruth Monday at 8.15 is great. It’s Ruth Hallam.

CAi Thanks, Ruth. You’re booked with Priya on Monday at 8.15. I’ll send the details and the address on WhatsApp.

Cliniko Monday

Priya

  • 08:15 R. Hallam · initial Booked by CAi
  • 09:00 Standard
  • 09:45 Standard

Tom

  • 08:15 Standard
  • 09:00 Free
  • 09:45 Rehab class
An example call · Cliniko

  1. Works out the appointment type

    CAi asks what the patient needs and picks the matching type from your Cliniko list, with its length.

  2. Asks Cliniko for free times

    It checks the available times for that type and those practitioners, the same openings your online booking shows.

  3. Books in Cliniko

    The appointment is created in Cliniko with the patient’s name, phone and the reason for the visit.

  4. Confirms on WhatsApp

    The patient gets the time, the practitioner and the address in writing.

What syncs

What CAi does in Cliniko, and what it leaves alone

CAi uses Cliniko for availability and appointments. Everything clinical stays where it is.

What CAi reads and writes

  • Available times by practitioner and appointment type
  • New appointments, with the reason for the visit
  • Moving and cancelling appointments
  • New patients’ name and phone number

What stays as it is

  • Treatment notes
  • Invoices and payments
  • Cliniko’s own SMS reminders: you decide whether to keep them or let CAi send WhatsApp ones

Your patients’ data

HeyCAi is the data processor; your clinic is the data controller. We comply with the GDPR and Spain’s data protection law (LOPDGDD).

How we look after patient data

Set-up

Setting up CAi with Cliniko

Up and running in about 20 days. Nothing goes live until you have tested it and signed it off.

Josep Lluís Morant Co-founder & Lead Developer What your clinic provides, and who does what, is on the pricing page.

  1. API key and mapping

    You create an API key in your Cliniko account and share it with us securely. We map your practitioners, locations and appointment types.

  2. Shadow mode

    CAi listens to real calls and reads real messages without booking anything, and your team checks what it would have done in the diary. Then, tests with real calls.

  3. Live, step by step

    First out of hours, then when the line is busy, then always if you want. You keep your number and choose when calls go to CAi.

Questions

Frequently asked questions

Anything else about your diary, we go through it with you on the video call.

How does CAi connect to Cliniko?

Through Cliniko’s public API, the official way Cliniko lets other tools read availability and create appointments. You create an API key in your Cliniko account during set-up, and there is no middleman in between.

Does CAi book the right appointment type?

Yes, from the list you already have in Cliniko. During set-up we agree which types CAi can offer, for example initial assessments and follow-ups, and which ones your team keeps, such as long or specialist sessions.

Will patients get Cliniko’s reminders and CAi’s as well?

Only if you want them to. We set it up with you so a patient never gets the same reminder twice: Cliniko’s SMS, CAi’s WhatsApp, or both at different times.

We have more than one location in Cliniko. Does that work?

Yes. CAi asks which clinic suits the patient and only offers that location’s times and practitioners.

Does CAi see treatment notes?

No. It works with availability, appointments and the patient’s contact details. Treatment notes, invoices and payments stay in Cliniko.

Keep exploring

Your specialty, and the other diaries

CAi works the same way for any health specialty. Here is how it works for yours, and with the other software it books into.

All appointment software

By specialty

Other appointment software

Live demo

Hear CAi answer as your clinic

Enter your clinic’s website and your mobile. CAi reads the site and calls you, as it would answer your patients.

  1. Type your clinic's website and your mobile.
  2. CAi reads your website and gets ready as your reception.
  3. It calls you: answer as if you were a patient.
  • The demo is free: no card, no sign-up, no commitment.
  • Your phone rings in about 30 seconds.

By requesting the demo you agree that we call you on this number and handle your data as set out in our privacy policy. The demo call is recorded and transcribed, and our team reviews it to get back to you.

After the demo

Book a video call with Josep