Connect Cliniko and SMS By Automate to reduce no-shows and keep patients engaged
Automate timely SMS reminders and follow-ups directly from your Cliniko appointments to improve patient retention and save administrative time.
Overview
Summary
Connecting Cliniko with SMS By Automate unlocks seamless communication between your practice management system and your patients’ phones. Whether you’re a solo practitioner or part of a growing clinic, this integration helps eliminate manual texting, reduces appointment no-shows, and keeps patient interactions consistent. As part of the broader Cliniko integrations ecosystem, this connection ensures your workflow stays streamlined without switching platforms.
Why integrate Cliniko with SMS By Automate?
Benefits
Manual appointment reminders and follow-ups eat up valuable time and increase the risk of human error. By syncing Cliniko with SMS By Automate, you automate these tasks with precision—sending personalized texts based on appointment status, patient type, or service booked. This integration benefits reception teams, practitioners, and patients alike: staff save hours, patients receive timely updates, and your clinic appears more professional and responsive.
Plus, automated SMS improves patient compliance. Studies show that reminder texts can reduce no-show rates by up to 30%, directly impacting your revenue and scheduling efficiency.
Use cases that actually matter
Real-world
Reduce no-shows
Automatically send SMS reminders 24 and 4 hours before each appointment in Cliniko, using patient-preferred contact info. This cuts down on last-minute cancellations and fills gaps in your schedule.
Sync post-visit feedback
After a consultation ends in Cliniko, trigger an SMS via SMS By Automate integrations asking patients to rate their experience or book their next visit—turning satisfaction into retention.
Follow up with referral partners
When a new patient is added through a referral from a partner clinic, use Cliniko GoHighLevel integrations to send them a personalized welcome message with next steps—building trust before they even step into your office.
💡 Pro Tip: Use Cliniko’s custom fields to tag patients by preference (e.g., “Text OK,” “Email Only”) and set filters in your automation to only send SMS to those who’ve opted in—keeping your practice compliant and respectful.
Step-by-step setup
No code
Workflow
Start by connecting Cliniko to SMS By Automate through the Cliniko GoHighLevel V2 integrations integration hub and selecting “New Appointment Created” as your trigger.
Map your Cliniko fields—like patient name, appointment time, and service type—to the SMS template fields in SMS By Automate to personalize each message.
Test the automation with a sample appointment, then enable it to run live. Expand later by adding delays, conditional logic, or connecting to your calendar tool.
Advanced automation ideas
Build a multi-step workflow that sends a post-visit SMS asking for a review, then if no response is received in 48 hours, automatically sends a follow-up email via Gmail. Or, use appointment type filters to send different messages for new patient onboarding versus routine check-ups. You can even sync SMS delivery logs back into Cliniko as notes for future reference.
No-code setup
Enterprise-grade security
Automate in minutes
Scales with your team
✨ Did You Know? Cliniko users who automate SMS reminders see an average 27% increase in patient attendance—and 92% of patients say they prefer text reminders over phone calls or emails.
FAQs
Helpful
Do I need technical skills to set this up?
Not at all. This integration is designed for non-technical users—you just need to click, select, and map fields. If you’ve used Google Sheets SMS By Automate integrations, you already know how intuitive this process is. No coding, no APIs, no IT team required.
Can I customize the SMS messages for different types of appointments?
Absolutely. You can create multiple workflows with different templates based on appointment type, provider, location, or even patient tags in Cliniko. For example, dental cleanings get a different message than physiotherapy sessions or consultation follow-ups.
What happens if an SMS fails to send?
SMS By Automate automatically retries failed deliveries and logs each attempt in your automation history. You’ll get alerts for persistent failures, and you can even set up notifications to your team if a critical reminder doesn’t go through.
Is patient data secure when synced between Cliniko and SMS By Automate?
Yes. All data transfers are encrypted end-to-end, and we comply with HIPAA, GDPR, and other regional privacy standards. You control exactly what data is shared, and no patient information is stored on our servers longer than necessary to complete the automation.
Built for reliability and privacy — automate smarter while staying in control.
Bringing it all together
Wrap-up
By linking Cliniko with SMS By Automate, you turn routine administrative tasks into silent, reliable engines of patient engagement. Whether you’re sending reminders, collecting feedback, or nurturing referrals, this automation keeps your clinic running smoothly—without adding overhead. And when you layer in tools like Formatter By Automate SMS By Automate integrations, you can transform simple texts into intelligent, data-driven patient journeys.
Build your first Cliniko–SMS By Automate automation
Set up your first workflow in under 5 minutes — no code required.
Start Automating
Page reviewed by Abhinav Girdhar | Last Updated on April 19, 2026, 7:03 pm
