Connecting Cliniko brings your locations, clients and bookings into HaltH. You keep managing availability, appointment types, prices and providers in Cliniko, and HaltH picks up the changes.
A Cliniko login that can create API keys. The key is created under your own Cliniko user.
Google Chrome, if you want to take payments and reconcile from inside Cliniko with HaltH Extend.
In Cliniko, select My info.
Scroll to the API keys section. If API keys aren't turned on for you yet, set the switch to Yes and select Update user.
Select Manage API keys, then Add an API key. Name it HaltH and create it.
Copy the key. Cliniko only shows it once.
In HaltH, go to Connections. Under Practice software, select Cliniko.
Paste your key into Your Cliniko API Key and select Connect Cliniko.
HaltH syncs your locations, clients and bookings. Leave the page open until it finishes.
On Select your locations, choose the Cliniko locations to include in HaltH, then select Continue.
Finish the remaining steps to set up your booking link and invite your team.
Locations, clients and bookings come across from Cliniko.
Availability, appointment types, prices and providers stay managed in Cliniko.
Credit balances don't sync. A client's Cliniko credit balance isn't available in HaltH.
Hide an appointment type from HaltH online booking. In Cliniko, go to Settings → Appointment types, open the appointment type and turn off Show in online bookings.
HaltH Extend puts HaltH inside Cliniko in Chrome. During Extend setup, the Payment types step adds two payment types to Cliniko: HaltH Payments for what the client pays, and HaltH Funding for health fund benefits. HaltH records payments against these when it reconciles. You can run the setup again from Settings in HaltH Extend.
See Install HaltH Extend in your practice software.
After a booking is paid through HaltH, reconcile it so Cliniko has a matching invoice and payment.
Open the appointment in Cliniko.
Select Reconcile with HaltH from the HaltH Extend buttons beside the appointment.
HaltH creates the invoice in Cliniko and records the payment. Wait for it to finish before you move on.
Select Reconcile with HaltH before you open the invoice. If an invoice has already been created for the booking, Reconcile with HaltH is no longer available.
To check a whole day, open Cliniko's Daily Payments report and select View daily reconciliation. HaltH compares your HaltH Payments and HaltH Funding totals in Cliniko with HaltH, and lists bookings still to reconcile. You can also find these in HaltH Extend under Activity → Reconcile.
If both HaltH and Xero are connected to Cliniko, reconciled HaltH payments flow to Xero through Cliniko like any other Cliniko payment. There's nothing extra to set up in HaltH.
Open the class in Cliniko and process each participant separately. Health fund claims can't be made for a class yet.
If HaltH can't reach Cliniko, you'll see a message that bookings and clients aren't updating, and Connections shows an alert. This usually means the API key was removed or changed in Cliniko.
Create a new API key in Cliniko (step 1 above).
In HaltH, go to Connections → Practice software.
Select Update API key to reconnect (or Manage). In Update API Key, paste the new key and select Update.
Select Sync to pull in the latest bookings.
Install HaltH Extend in your practice software
Take payments, send payment links and reconcile from inside your practice software in Chrome.
