Peptalkr is dependant on your Cliniko account configuration. So setting your Cliniko account up in a way that enables the most control from within Peptalkr is a good thing to do.
Particularly if:
You're new to Cliniko.
You have had Cliniko a while, but haven't given much thought to how you configured it.
Settings that matter
These settings affect your Peptalkr account - they are broken down by each area of Cliniko's settings:
📍Business information
Where in Cliniko:
Settings > Our Clinic > Business Information
Setting name in Cliniko | What it does in Peptalkr |
Business name  | If you use the |
Display name 
| If you use the |
Suburb  | If you use the |
All of the address fields | If you use the e.g 123 Fake Street, Fakeville, NSW 2000 |
Email reply to  | If you use the e.g [email protected] |
Contact information  | If you use the e.g Phone - 02 000 000 |
📅 Appointments
Where in Cliniko:
Settings > Appointments > Appointment Types
Setting name in Cliniko | What it does in Peptalkr |
Name  | If you use the
Appointment types are also Filters - you can target appointments by their name when building marketing list segments and appointment triggers.
💡Tip: Use appointment types to differentiate your 'initial' and 'return' appointment types (optional but helpful), as well as any specific appointment types you want to target with unique Peptalkr communications - such as DVA, Seniors, Children, Pre-natal and so on.
For example - if your 'Massage' comms need to differ from your 'Physio' comms - unique appointment types are a must. Categories make things even better (see below). |
Category 
| If you use the
Appointment category names names are also Filters - you can target appointments by their name when building marketing list segments and appointment triggers.
💡Tip: Use appointment categories to define your modalities or other 'top level' categorisations used to bucket your patients by. e.g. Acupuncture vs Chiropractic or Physio vs Pilates |
🩺 Practitioners
Where in Cliniko:
Settings > Appointments > Users & practitioners
Your Practitioners are relevant in the following ways:
Practitioner first and last names appear in several ways - e.g. if you use any of the practitioner variables.
Practitioner email addresses can also be used as a reply to email when using the
[practitioneremail]email.Practitioners are also Filters - you can target patients of (a) particular Practitioner(s) when building marketing list segments and appointment triggers.
🧾 Billable items
Where in Cliniko:
Settings > Finances > Billable items
Billable items can be created to:
Set up products that you sell/want to add to invoices in Cliniko.
Create Services that you render during appointments. For example, if someone comes in for a 'Standard Consultation' and you render a 'Vitamin C Injection' during that appointmet - adding it as a 'Service' in Cliniko means you can still add it to their invoice even though they booked an appointment type that doesn't at all specify they had this service renders.
This is useful to Peptalkr because:
You can send emails/SMS based on the Products/Services that appeared on their Cliniko invoice.
An example would be:
Sending aftercare instructions if they received a particular service.
Sending follow up emails to ask them about their experience with a particular product service.
Send them instructions on how to use a product they have purchased.
Many more things... this article tells you more about it.
💬 Communication preferences
This one is a little different to the others we've discussed.
In Cliniko - every patient has a 'Communication preferences' area on their profile:
These affect Peptalkr in the following ways:
Setting name in Cliniko | What it does in Peptalkr |
Automated reminder | Whatever is selected here for each patient will apply to your Peptalkr 'before the appointment' triggers if you have ticked the 'is this a reminder?' checkbox when creating an email or SMS trigger.
i.e. - if they are not opted in for SMS reminders, they will not receive Peptalkr SMS reminders either. |
Marketing messages | Whatever is selected here for each patient will apply to your Peptalkr SMS always. If you send a Peptalkr marketing SMS - we will only send it to those who are opted in.
However, Peptalkr marketing email will only respect this field if you force it to (see: this article). This is because most Cliniko users find this field too cumbersome to manage. You can choose to ignore it and let Peptalkr manage your client's subscription status entirely from within Peptalkr. |
Receives booking confirmation emails | Whatever is selected here for each patient will apply to your Peptalkr 'when an appointment is created' triggers if you have ticked the 'is this a confirmation?' checkbox when creating an email or SMS trigger.
i.e. - if they are not opted in for email confirmations reminders, they will not receive Peptalkr confirmations. |
Receives booking cancellation emails | No effect. Peptalkr does not look at this setting. |
🔔 Medical alerts
Medical alerts are an awesome little feature of Cliniko that can be used to vastly enhance the functionality of Peptalkr.
While typically you may seldom use these to marker something important about a patient - they can also be used to Tag patients - very handy if you want to:
Trigger an email/SMS to a patient on the fly (instructions)
Create segments of patients who share a particular medical alert (instructions)
To filter down who receives an automated email or SMS (instructions)
To exclude patients from receiving certain automated emails or SMS (instructions)
You may not know exactly how you'll use Medical Alerts with Peptalkr until you explore our tutorials or have a play - but as a starting point we recommend you follow our Medical Alert best practices and create a dummy patient file which you will use to keep a record of any Medical Alerts that 'do something' in Peptalkr.
Here's the best practice instructions:
A note on treatment notes: We've made the very conscious decision not to integrate with your patient treatment notes - i.e we cannot locate #tags in treatment notes. Doing so would require us to store all of your treatment notes on our server - which we think is pretty extreme and not in line with data security and privacy principles. We only deal with the minimum data possible from your Cliniko account - for your own safety, and that of your patients.