Account management & billing

All about the web portal, your account, subscription and billing.

8 articles in this collection
Written by Brendan Kilfoil

Accessing the portal

Use the password you've previously set, or set a new password by first authenticating with your Cliniko API key.

Written by Brendan Kilfoil
Updated over a week ago

Accounts

Adding API keys to other practitioners

We've got a new button on the Users page in the portal, just for you!

Written by Brendan Kilfoil
Updated over a week ago

How do I close my account, or cancel my subscription?

Written by Brendan Kilfoil
Updated over a week ago

Subscriptions & billing

How do I know how many forms are being filled a month?

The Subscription page on the portal will tell you everything you need to know.

Written by Brendan Kilfoil
Updated over a week ago

How do I update my credit card details?

Updating a credit card is simple, after you've signed into the portal.

Written by Brendan Kilfoil
Updated over a week ago

How do I upgrade or downgrade my subscription plan?

You can easily switch between plans through the web portal.

Written by Brendan Kilfoil
Updated over a week ago

How do I see previous invoices?

They're right in there, when you sign into the web portal.

Written by Brendan Kilfoil
Updated over a week ago

COVID-19

I've been affected by COVID-19, what should I do?

Whether you're offering Telehealth services, reduced your visits, or closed your doors completely.

Written by Brendan Kilfoil
Updated over a week ago