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
While logged into Peptalkr, click on Settings (Note: you must have an active subscription to access this page).
Fill in your Primary business name and timezone
Enter your Cliniko API key (and read the red box below) - here are the instructions from Cliniko's help centre.
Finish filling in your preferences (see below for a reference of what they do)
Hit Update
🚨 Your Cliniko API key is critical to the functioning of Peptalkr. You must generate an API key from the logged in Cliniko account who has both these user permissions:
Administrator
Practitioner
If you do not have the necessary permissions, certain functionalities of Peptalkr will not work.
Explanation of each setting
Setting name | What it does | 💡Tips |
Active Patient Limit * | Controls how many clients are imported into the Peptalkr email marketing list. | This helps you to control the price you pay for Peptalkr. During free trial, this is limited to 250. |
Online booking link | This will ensure you can update the booking link that is in your email templates from one, handy place. | Use the [bookinglink] variable to insert it into your appointment emails and SMS. |
Reception email | This will ensure you can update the reception email that is in your email templates from one, handy place. | Use the [businessreplyemail] variable to insert it into your appointment emails and SMS. |
Custom SMS Sender Name | If you are sending SMS with Peptalkr, this will control the name the SMS is sent from. | *This setting does not apply to users in Australia. Australian users must complete this form due to Australian Law requirements. |
Mobile Contact Number | If you are sending SMS with Peptalkr, this number will be used to send you test copies of your SMS. | *You can change this number at any time if you'd like a different mobile number to receive a test SMS. |
Communication Log | Enable or disable a simple log of SMS and non-marketing email Peptalkr sends to a client. | *You don't need to enable this - you can always open Peptalkr to see what has been sent. It's just for those who want the extra logging. |
Patient Intake Form Settings | If you are using Peptalkr's intake forms, this controls how the form response is saved into Cliniko. | *This only applies to 'additional' questions you ask outside of the default patient details questions - which will automatically map into the corresponding field in the Cliniko patient file. |
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. |
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Video tutorial of settings