Connect Cliniko
Connect Cliniko practice management so a Voice Agent can list practitioners, check availability, and book, reschedule, or cancel appointments.
The Cliniko integration connects your Cliniko practice management account to Kipps.AI. A Voice Agent can then look up your practitioners, check open appointment slots, and book, reschedule, or cancel patient appointments during a call.
You need the manage_integration permission to connect Cliniko. If your plan does not include the Cliniko integration, selecting the card opens an upgrade prompt. See Plans and add-ons.
Connect Cliniko
- In Cliniko, create an API key under Settings > API Keys.
- In Kipps.AI, select Integration in the sidebar.
- On the Cliniko card, select Integrate. If a connection exists, the button shows Configure.
- In Cliniko Integration Setup, paste the key into Cliniko API Key. Kipps.AI detects your Cliniko region from the end of the key, for example
-au5. - Select Verify & Load Data. This is the connection test. When it succeeds, Kipps.AI shows Connected to with the name and role of the Cliniko user and the account time zone, and loads your clinic locations.
- In Clinic Location (Business), select the clinic location that your agent books into.
- In Clinic Timezone, select the clinic's time zone.
- Select Save Integration.
If verification fails, Kipps.AI shows the error from Cliniko, or Failed to verify Cliniko credentials. Please check your API key. Save Integration stays disabled until verification loads at least one clinic location.
To change the location or time zone, select Configure, edit the fields, and save. To remove the connection, select Disconnect.
Add Cliniko booking to a Voice Agent
The Cliniko Booking function appears only after you connect Cliniko.
- Open the Voice Agent and select its Functions tab.
- Select Cliniko Booking.
- Choose the Cliniko integration and the actions you want the agent to perform.
- Save.
| Action | What the agent can do |
|---|---|
| Lookup Doctors & Specialties | List the practitioners at the clinic, optionally filtered by specialty or condition. |
| Check Doctor Availability | Return open slots for a date, in 24-hour times. |
| Book Patient Appointment | Book an appointment. The agent asks for the date, time, patient's full name, phone number, and optionally an email and reason for the visit. |
| Reschedule Existing Appointment | Move an appointment to a new date and time, found by the patient's phone number. |
| Cancel Appointment | Cancel an appointment, found by the patient's phone number. |
| Lookup Patient Record | Find an existing patient by name or phone number. This action is not selected by default. |
By default, Kipps.AI selects the first five actions. For booking only, you can choose just Check Doctor Availability and Book Patient Appointment. Kipps.AI creates one function per action.
Each action has a short message that the agent speaks while it works, such as "Checking available slots, please hold on a moment."
Troubleshooting
The Cliniko Booking function does not appear. Connect Cliniko on the Integration page first.
Verification fails. Check that you copied the full key, including the region at the end, and that the key is active in Cliniko.
The agent offers slots in the wrong time zone. Open Configure and set Clinic Timezone.
An action already exists. Kipps.AI skips actions that the agent already has. Edit the existing function instead.
Frequently asked questions
Does the integration work with chat agents? The Cliniko Booking function is offered in the Voice Agent Functions tab.
Can I connect more than one clinic? The integration connects one Cliniko account with one clinic location. Use Configure to change the location.
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