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How can I add a practitioner?
How can I add a practitioner?

Here's a clear step-by-step guide for adding a practitioner on Cliniq Apps:

Flori avatar
Written by Flori
Updated over a week ago

This guide will walk you through the simple process of adding a practitioner to Cliniq Automations. Whether you're new to the system or just need a refresher, these clear steps will help you get started quickly.

Steps to Add a Practitioner:

  1. Go to Settings
    Start by navigating to the settings menu within Cliniq Apps.
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  2. Select 'Practitioners' Under Clinic
    Within the settings menu, locate the clinic section and click on the 'Practitioners' option.
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  3. Refresh the List
    Click the 'Refresh List' button. This initiates the syncing process to update the list of practitioners.
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    Next, when the pop-up appears, click 'Yes, refresh practitioners list' to confirm the action.
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  4. Wait for the Sync to Complete
    The syncing process may take some time. Once it is complete, you will see the new practitioner's names appear on the left column.
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  5. Select the Practitioner(s)
    Tick the checkbox next to the practitioner's name(s) you wish to add.
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  6. Add to Cliniq Automations
    Finally, click on 'Add to Cliniq Automations' to finish the process.
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That's it! By following these simple steps, you've successfully added a practitioner to Cliniq Automations. Enjoy the streamlined process and enhanced workflow within your Cliniq Apps.

Need Assistance?

If you have any questions or require further support with Cliniq Apps, please chat with us via the Cliniq Apps messenger.

Enjoy growing your practice with Cliniq Apps! 🚀

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