Our Cliniko integration allows you to automatically collect feedback from your Contacts on a daily basis and understand how your practitioners and/or locations are performing using our powerful Dashboard & Leaderboards.
🧠 Before You Start
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In AskNicely, all individuals you survey are referred to as Contacts—regardless of whether they are patients, clients, or customers.
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As soon as the integration is complete, any customer marked “Attended” today will be emailed tomorrow.
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Make sure your Survey Start page and Survey body are fully configured and tested before activating the integration.
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Set your Global Contact Rule on the Send Page to control how often a Contact is surveyed and prevent over-surveying.
⚙️ Setting Up Your Cliniko Integration
🔐 Generate Your API Key in Cliniko
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Click your name in the bottom left corner of Cliniko.
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Go to My Info.
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Scroll to the API Keys section and click Generate a new API key.
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Copy the full character string—this is your API key for AskNicely.
🔌 Add Your API Key to AskNicely
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In AskNicely, go to App Store > Integrations > Cliniko.
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Click Add and name your clinic (used to identify your AskNicely segment).
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Paste your Cliniko API key.
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Click Save—and you’re done!
🕒 The system will begin syncing the next day at 9:00 AM local time. No data will sync on the day of setup.
🔁 Contact Import Sync Details
Each day at 9:00 AM, AskNicely will import all Contacts who were marked as Attended the day before. Historical Contacts must have a completed event to be eligible.
📨 We Import These Fields from Cliniko:
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Email
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First name
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Last name
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Gender
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Arrived
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State & City
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Cliniko appointment ID
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End time
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Practitioner name
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Practitioner email (used for Workflow alerts)
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Service booked
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Appointment name
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Appointment category
✅ Eligibility for Survey Sending
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The Contact must be marked as “Attended.”
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The Contact must have a valid email address.
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The Contact must pass the Global Contact Rule set in AskNicely.
🔄 If you'd like to survey past Contacts who recently had appointments, but won't return within the Contact Rule window, use the CSV Importer to bring them in and send surveys manually.
📊 Viewing Feedback Results
Once surveys are sent and responses begin to come in, AskNicely's Dashboard will provide a high-level overview of your scores. These will be broken down by all the Custom Data Fields imported from Cliniko—allowing you to track performance by practitioner, service type, location, and more.
🙋 Need Help?
Reach out via the in-app chat bubble or email us at support@asknice.ly — we’re happy to assist!