Cliniko Automation Use Cases
Walkthroughs and videos showing how clinics use the Cliniko and Gohighlevel sync in practice: appointment reminders, cancellation recovery, no-show follow-ups and booking confirmations.
These examples are the automations Cliniko clinics build first, in the order they usually pay for themselves: appointment reminders that cut no-shows, no-show and cancellation recovery that refills the slot the same day, treatment plan recalls that bring patients back at the right interval, and review requests sent after a completed visit.
Each example follows the same shape - a trigger from the Cliniko diary, a wait or condition, then a message that uses the appointment custom fields - so once you have built one, the rest are variations rather than new projects.
Start with reminders and no-show recovery. They act on events that already happen every week in the clinic, so results show up in the diary within the first month.
Appointment reminders
The first build for nearly every clinic. A confirmation at booking, a reminder a day or two before the visit, and a short message on the morning itself, each pulling practitioner, service, time and location from the synced appointment fields. Because reschedules and cancellations arrive as events, the sequence corrects itself instead of sending a message about a time that no longer exists.
No-show and cancellation recovery
When an appointment is marked as a no-show or cancelled late, the slot is worth refilling the same day. A short, non-judgemental message offering the next available times recovers a meaningful share of them, and because the trigger comes from the diary it fires whether the cancellation came by phone, email or online.
Recalls and review requests
Treatment plan recalls bring patients back at the right interval by waiting a set period after a completed appointment of a particular type, then inviting them to rebook. Review requests go out after a visit is marked complete, when the experience is still fresh and the response rate is highest.
All four examples share the same shape - a diary event, a wait or condition, then a message built from appointment fields - so once the first is built the others are variations rather than new projects. Start with reminders and no-show recovery; they act on events that already happen weekly, so the effect shows up in the diary within a month.