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Square + Cliniko Integrations

Appy Pie Connect allows you to automate multiple workflows between Square and Cliniko

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

About Cliniko

Cliniko is a practice management system for clinics and allied health practitioners.

Cliniko Integrations
Connect Square + Cliniko in easier way

It's easy to connect Square + Cliniko without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Square & Cliniko Integrations Work

  1. Step 1: Choose Square as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Square with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Cliniko as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Cliniko with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Square and Cliniko

Business and medical practices have become increasingly digital in the 21st century. Therefore, it is no surprise that more clinics are requiring their patients to pay by debit card or credit card. However, the use of Square, a mobile payment service, is changing the way these clinics are managing their finances.

Square is an application that allows merchants to process credit card payments using a mobile device. Although the application was designed to be used for mobile phones, it can be used on tablet devices as well. Unlike other credit card processing services, Square does not require the merchant to pay any set-up fees or monthly costs. Instead, merchants are charged 2.75% of each transaction, no matter how small or large it is. This has allowed many smaller businesses to take advantage of this service.

However, Square is not limited to being used by small business owners. Many large corporations have begun using the service as well. The service makes it easier for corporate executives to travel without having to carry multiple credit cards or cash with them. Because Square is integrated with popular accounting software programs, it is easy for executives to track their expenses on their mobile devices. Because Square is easy to use, it requires little training on the part of employees.

Another reason why Square has become increasingly popular is because it is easy to integrate with other systems. For example, Square is partnered with Cliniko, a cloud-based practice management software program for healthcare providers. This partnership allows patients to make payments on line with their credit cards through Cliniko’s website or through their mobile devices with Square. At the end of the patient’s appointment, the receptionist enters the amount due into Cliniko and the Square app will send an e-mail to the patient listing the amount they owe. They then click on “Pay Now” and enter their credit or debit card information into their phone or tablet device. Upon completion of payment, they sign their name electronically on their device and submit the payment. The Cliniko system confirms the payment and sends an e-mail confirmation to both parties. This eliminates the need for receptionists to manually record payments and reduces errors in recording payments. It also reduces the amount of paper used in recording payments because all of the records are now digital.

The integration of Square and Cliniko has many benefits for medical practices. There are several reasons why it is important for medical practices to adopt these technpogies for their business practices. First, it makes it easier for office staff members to track and record financial transactions and reduce errors in recording payments. Second, it reduces the amount of paper and ink used in recording payment transactions and makes it easier for office staff members to do other tasks while waiting for patients to arrive at their appointments. Third, it allows clinical staff members to spend more time working with patients and less time recording financial transactions and reduces errors in recording payments. Overall, integrating Square and Cliniko allows medical practices to function more efficiently than ever before and provides a better overall patient experience for all concerned parties invpved in the transaction process.

The process to integrate Square and Cliniko may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.