Integrations

Crm And Url

How to Integrate Cliniko CRM with RingQ

How to Integrate Cliniko CRM with RingQ

Integrating Cliniko CRM with RingQ allows for seamless communication and streamlined management of client information. Follow these steps to complete the integration:

Step 1: Access Cliniko

  1. Log into RingQ Web App: Start by signing into your RingQ account using your credentials.

  1. Reveal the Side Menu: Click on the Show Side Menu button, located in the top left corner of your dashboard. This action will display the side menu bar.

Step 2: Navigate to Settings

  1. Open the Settings Menu: Locate and click on the Settings option in the side menu.

 

  1. Access Global Settings: Click on the dropdown button next to Settings to view additional options.




  1. Select Global from the list.

 

Step 3: Integrate with CRM

  1. Go to Integrations: In the Global Settings section, find and click on Integrations to manage third-party connections.



  1. Select CRM: Within the Integrations menu, navigate to CRM and select Cliniko from the available options.

 

Step 4: Fill Out Required Details







You will need to provide the following information to complete the integration:

  • Username: Enter your Cliniko username.

 

  • Password: Input your Cliniko password for authentication.




  • App Vendor Name: Specify the name of the application or vendor (e.g., RingQ).

 

  • App Vendor Email: Provide the email address associated with the application vendor.





  • URL: Enter the URL for the Cliniko API (ensure it is the correct endpoint).

 

  • API Key: Paste your unique API key, which you can generate in your Cliniko account settings.





Step 5: Save Your Settings

Once all required fields are completed:

  1. Click Save: Ensure all entered information is accurate, then click the Save button to finalize the integration.



How to Set Up Cliniko Using Call Landing in RingQ

How to Set Up Cliniko Using Call Landing in RingQ

  1. Log into RingQ Web App: Start by signing into your RingQ account using your credentials.

  1. Reveal the Side Menu: Click on the Show Side Menu button, located in the top left corner of your dashboard. This action will display the side menu bar.

Step 2: Navigate to Settings

  1. Open the Settings Menu: Locate and click on the Settings option in the side menu.

 

  1. Access Global Settings: Click on the dropdown button next to Settings to view additional options.




  1. Select Global from the list.

 

   4.  Select Call Landing
Navigate to the Call Landing section within the RingQ Global. This section allows you to define how incoming calls are managed and routed.



   5.  Access the Call Landing Dropdown
Click on the Call Landing Dropdown button. This will reveal a list of available options for how to handle calls when they come in.

 

   6.  Choose Open URL or CRM
From the dropdown menu, select Open URL or CRM. This option enables you to specify which external application (in this case, Cliniko) will be opened during a call.

   7.  Select Cliniko
After selecting Open URL or CRM, you will see a list of integrated applications. Locate and select Cliniko from this list. This step ensures that the integration will redirect calls to your Cliniko account.

 

   8.  Save Your Changes
Once you’ve selected Cliniko, make sure to click the Save button to apply your changes. This action will ensure that the configuration is stored and that your calls will now interact with Cliniko as intended.

 

 

How to Set Up Cliniko Using Queue Settings in RingQ

How to Set Up Cliniko Using Queue Settings in RingQ

  1. Log into RingQ Web App: Start by signing into your RingQ account using your credentials.

  1. Reveal the Side Menu: Click on the Show Side Menu button, located in the top left corner of your dashboard. This action will display the side menu bar.




Step 2: Navigate to Settings

  1. Open the Settings Menu: Locate and click on the Settings option in the side menu.

 

  1. Access Global Settings: Click on the dropdown button next to Settings to view additional options.



  1. Access Call Flow Settings
    Begin by logging into your RingQ account. From the main dashboard, navigate to the Call Flow section in the menu. This is where you can manage how incoming calls are handled.

 

  1. Select a DID Number
    In the Call Flow section, locate and select a DID (Direct Inward Dialing) number that is assigned to a specific queue. Click on the DID number to open its settings. This will allow you to configure call handling for that specific number.

  1. Navigate to Queue Settings
    After selecting the DID number, scroll down to find the Queue Settings section. This area controls how calls are distributed within the queue.

 

  1. Open the Dropdown Menu
    Click on the dropdown button within the Queue Settings. This will reveal various options for call handling.

  1. Select Open External URL or CRM
    From the dropdown menu, choose Open External URL or CRM. This option enables you to redirect calls to an external application, allowing for enhanced functionality.

 

  1. Choose Cliniko from the Options
    After selecting the external option, click on the External URL or CRM Dropdown. This will display a list of integrated applications. Locate and select Cliniko from the list to ensure that calls are directed to your Cliniko account.

  1. Save Your Configuration
    Once you have made your selection, click the Save button to apply the changes. This step is essential to ensure that your new call handling settings are activated.

 

 

How to Set Up Cliniko with RingQ

How to Set Up Cliniko with RingQ

Follow these steps to seamlessly integrate Cliniko with RingQ:

  1. Access the Cliniko Login Page
    Open your web browser and go to Cliniko's login page.

  1. Log into Your Cliniko Account
    Enter your credentials to log in to your Cliniko account. Ensure you have the necessary permissions to manage API keys.

  1. Navigate to My Info
    Once logged in, locate the side menu bar on the left-hand side of the dashboard. Click on My Info.

 

  1. Manage API Keys
    In the My Info section, look for Manage API keys. API keys are crucial as they enable integration with external applications like RingQ.



  1. Add a New API Key

    • Click on Manage API keys to open the API key management section.

    • Then, click on Add an API Key.

 

  1. Enter the Webapp Name
    In the prompted field, enter a descriptive name for your Web App. This name should help you identify the API key later, especially if you plan to create multiple keys.

 

  1. Create the API Key
    After entering the name, click on Create API Key.

 

  1. Copy the API Key
    Once the API key is generated, it will be displayed on the screen. Make sure to copy this key immediately, as you won’t be able to view it again later. Store it securely.



  1. Finalize Your Changes
    After copying the API key, click the Done button to exit the API key management section.

 

  1. Next Steps for Integration
    You are now ready to proceed with integrating Cliniko CRM with RingQ. Follow the specific instructions provided by RingQ for the integration process.