Cliniko Automation Examples for Clinics
Automations Cliniko clinics set up first once patients and appointments sync into Gohighlevel.
- New patient welcome sequence
- First-visit follow-up the next day
- Recall and six-month checkup reminders
- Same-day cancellation recovery
- Waitlist fill when a slot opens
- Birthday and milestone messages from synced patient fields
- Reactivation of patients with no visit in nine to twelve months
The automations worth building first are the ones that act on events already happening in the clinic every week: reminders before a visit, recovery after a no-show or late cancellation, recalls when a treatment plan needs another appointment, and a review request once a patient has been seen.
Each is the same three pieces - a Cliniko diary event, a wait or condition, and a message built from appointment fields - so after the first one the rest are quick variations rather than new projects.
Start where events already happen
The automations worth building first act on things a busy clinic does every week anyway: appointments get booked, some get missed, treatment plans need another visit, and patients finish a course of care. Reminders, no-show recovery, recalls and review requests each attach to one of those events, which is why they produce results quickly instead of needing volume to be built up first.
The shared shape
Each example is the same three pieces: a Cliniko diary event starts the workflow, a wait or condition shapes the timing, and a message draws its detail from the appointment custom fields. Once the first one is built, the rest are variations - which is why the second automation takes a fraction of the time the first did.
Branch on appointment type where services deserve different treatment. An initial consultation, a review and a maintenance visit rarely warrant identical follow-up.
Sequencing the rollout
Build reminders first, then no-show recovery, then recalls, then review requests. That order matches how quickly each returns something: reminders protect appointments you already have, recovery refills slots this week, recalls affect the following month, and reviews compound over a quarter.
Leave each running for a fortnight before adding the next, so you can attribute the change in the diary to something specific.