Cliniko + Shedul

Connect Cliniko to Shedul: The Integration Healthcare & Allied Health Businesses Trust

With 12+ of integration experience and 98% client retention, Clever Ops builds Cliniko to Shedul integrations that mid-market Australian businesses can depend on.

8+ hours/week

Saved weekly

3 months

Post-launch support

Cliniko fields

One-way

Sync direction

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Why Connect Cliniko to Shedul?

Patients in Cliniko and clients in Shedul drift out of sync, leading to outdated details on invoices, emails, and reports

Product and pricing data diverges between Cliniko and Shedul, causing order errors and customer complaints

Shedul adds complexity: now part of the Fresha platform, with existing Shedul accounts being migrated, creating uncertainty about standalone feature availability

Reporting across Cliniko and Shedul requires painful manual exports and spreadsheet merges

Manually copying data between Cliniko and Shedul wastes hours every week that could be spent on revenue-generating work

No single source of truth when contacts live in two disconnected tools, so staff second-guess which system has the correct information

Bookings made in Cliniko are not visible in Shedul, creating scheduling conflicts and double-bookings

How We Help

Based in Gippsland, Victoria, Clever Ops understands the tools Australian Healthcare & Allied Health and Retail & E-commerce businesses depend on. We connect Cliniko to Shedul with purpose-built integrations that handle contacts and invoices sync reliably at scale. On the technical side, Cliniko uses a REST API with API key authentication, which our team handles as part of the build.

Faster Invoicing, Fewer Errors

Invoices flow between Cliniko and Shedul automatically with correct line items, GST rates, and payment terms. Month-end closes become predictable, and reconciliation discrepancies disappear.

Eliminate Manual Data Entry

Stop copying contacts between Cliniko and Shedul by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Consistent Product Data Everywhere

Product pricing, stock levels, and catalogue changes in Cliniko are mirrored in Shedul in real time. No more overselling, price mismatches, or outdated descriptions across channels.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Cliniko and Shedul in sync, even as your business doubles.

Cliniko to Shedul Use Cases

Sync Cliniko patients to Shedul clients

When a patient is created or updated in Cliniko, the corresponding client record in Shedul is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Sync appointments from Cliniko to Shedul

When a appointment is booked, rescheduled, or cancelled in Cliniko, the corresponding record in Shedul updates instantly. Prevents double-bookings and keeps all teams informed of schedule changes.

Scheduled reconciliation between Cliniko and Shedul

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

Automated error handling and retry for Cliniko/Shedul sync

When a sync between Cliniko and Shedul fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Cliniko and Shedul

Cliniko	→	Shedul	Notes
Cliniko Patients -> id	→	Shedul Clients -> id	Unique identifier stored as cross-reference for record linking
Cliniko Patients -> first_name	→	Shedul Clients -> first_name	Contact identity fields synchronised to maintain consistency
Cliniko Patients -> last_name	→	Shedul Clients -> last_name	Contact identity fields synchronised to maintain consistency
Cliniko Patients -> email	→	Shedul Clients -> email	Primary matching key for identifying existing records across both platforms
Cliniko Invoices -> id	→	Shedul Payments -> id	Unique identifier stored as cross-reference for record linking
Cliniko Invoices -> status	→	Shedul Payments -> status	Status values mapped between each platform terminology
Cliniko Invoices -> date	→	Shedul Payments -> date	Date fields converted with timezone handling for Australian Eastern Time
Cliniko Products -> id	→	Shedul Products -> id	Unique identifier stored as cross-reference for record linking
Cliniko Products -> name	→	Shedul Products -> name	Contact identity fields synchronised to maintain consistency
Cliniko Appointments	→	Shedul Appointments	Booking and scheduling data synchronised to prevent double-bookings and ensure calendar accuracy.

Cliniko + Shedul Integration FAQ

Yes. Cliniko supports webhooks for instant event notifications. Changes in Cliniko are reflected in Shedul within seconds. For high-volume scenarios, we implement queuing to handle peak loads without data loss.

We use a combination of direct REST API connections and automation platforms like Make, Zapier, or n8n, depending on your requirements and budget. For complex workflows, we build custom middleware. The right approach depends on your volume, sync frequency, and business rules.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

Yes. We routinely build conditional logic, field transformations, data enrichment, and approval workflows into integrations. For example, only sync contacts that meet certain criteria, or transform data formats before writing to Shedul. Your business rules drive the integration design.

Yes. Clever Ops has helped Retail & E-commerce businesses connect Cliniko to Shedul as part of their automation strategy. Each industry has unique data flows and compliance needs, and we tailor the integration accordingly. Based in Gippsland, Victoria, we understand the Australian market deeply.

By default, we configure Cliniko to Shedul as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

The most common data objects synced between Cliniko and Shedul include contacts, invoices, products. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.