You're signed up and ready to start using Peptalkr - awesome 🎉 There are just a few settings you need to fill in so we can connect to Cliniko.
Filling in your settings
Go to the Settings tab
(Note: you must have an active subscription to access this page).Enter your Cliniko API key
Fill in the rest of the fields
Press Update
🚨 Your Cliniko API key is critical to the functioning of Peptalkr. You must generate an API key in Cliniko, then add it to Peptalkr. For full functionality, the Cliniko user account that generates the API key should be both:
An administrator, and
a Practitioner
If you do not have the necessary permissions you will encounter issues.
Syncing your Cliniko data
Once you have entered an API key, it takes some time for us to sync your account data. Please wait between 15 minutes and up to a couple of hours depending on how big your patient and appointment database is.
Explanation of each setting
Setting name | What it does |
Primary Business Name * | Appears on your invoices |
Timezone * | Determines which timezone your pre-scheduled email and SMS will send in |
Active Patient Limit * | Controls how many clients are imported into the Peptalkr email marketing list. |
Your Cliniko API Key * | Connects Peptalkr to your Cliniko account so we can sync data and send messages to clients accurately. |
Online booking link | Links to your booking page anywhere you insert the |
Reception email | Inserts this email anywhere you use the |
Custom SMS Sender Name | If you are sending SMS with Peptalkr, this will control the name the SMS is sent from |
Mobile Contact Number
| This number will be used to send you test copies of your SMS |
Communication Log
| Enable or disable a simple log of SMS and non-marketing email Peptalkr sends to a client. |
Patient Intake Form Settings
| If you are using Peptalkr's intake forms, this controls how the form response is saved into Cliniko. |
Which modalities do you offer in your clinic?
| This is so we can better understand your business and unlock new templates relevant to your treatment modality to you in future. |
Save your settings
Once you've filled in all the fields, your account will start magically setting itself up. Please ensure you follow the instructions on-screen to be guided through the next steps. If you get stuck, click the chat bubble icon and check out your 'Tasks' for the next thing to do!