Track all appointments effortlessly with the Cliniko Appointment Pipeline. Sync them as deals in HubSpot, categorized by status—Booked, Arrived, Did Not Arrive, or Cancelled.

Include telehealth URLs for practitioners and patients, allowing automated, branded HubSpot communications for virtual appointments. Automate follow-ups, assign optional deal values for revenue forecasting, and streamline appointment flow to boost efficiency and growth.

Easily assign a value to each appointment deal based on billable items. Just enable the feature in settings, and HubSpot will automatically calculate the amount for every session.

This provides clear insight into the financial value of appointments, helping you forecast revenue, set achievable income goals, and make smarter business decisions with confidence.

Sync all invoices as deals in HubSpot for a clear view of your clinic's financials. Each invoice deal includes key details like status, dates (created, closed, issued), invoice number, patient info, net amount, tax, discounts, and more.

Capture additional context with notes, payment URLs, and referral info. Use deal amounts to streamline financial planning and evaluate Advertising ROI by linking marketing campaigns directly to revenue outcomes

.With a comprehensive financial overview in HubSpot, you can forecast revenue, measure campaign success, and drive clinic growth confidently with data-backed insights.