Summit AI x Cliniko Integration Guide

What is Summit AI?

Summit AI is an AI-powered virtual receptionist that answers inbound calls, books appointments,

syncs patient data, and provides real-time assistance tailored to your practice. With 24/7 availability,

Summit AI helps clinics save time, reduce missed calls, and ensure a seamless booking experience

for patients.

What the Cliniko Integration Does

Once connected, the Summit AI + Cliniko integration allows your virtual receptionist to:


  • ✅ Book appointments directly into your Cliniko calendar

  • ✅ Check real-time availability before confirming a booking

  • ✅ Create or update patient profiles in Cliniko

  • ✅ Log AI call summaries or notes into Cliniko for full visibility


No double handling. No manual data entry. Just smooth, automated scheduling.


Requirements

To connect Summit AI to your Cliniko account, you’ll need:


  1. A Cliniko account with admin permissions

  2. A Cliniko API key (from the user account you want the AI to act on behalf of)

  3. An active Summit AI subscription


How to Generate your Cliniko API key


  1. Log into Cliniko, then click on “My info” (under your name in the top right corner).

  2. Scroll to the API Keys section

  3. Toggle “Allow yourself to create and use API keys” to Yes.

  4. Scroll down and click “Update user” to save your settings.

  5. Cliniko will prompt you to confirm your identity using your password or passkey.

  6. Once verified, click “Manage API keys.”

  7. On the API Keys page, click “Add an API Key.”

  8. Give your key a unique name (e.g., Summit AI) to keep things organized.

  9. Click “Create API Key.”

    A long string of letters and numbers will appear — this is your API key.

  10. Provide this API key securely to our team using your onboarding form or secure channel.


If you ever want to revoke Summit AI's access, simply go back to the API Keys page and click “Archive”

next to the corresponding key.


What To Expect After Setup

  • 🗓️ Bookings made by Summit AI will appear in your Cliniko schedule in real time

  • 👤 New patients are automatically added to your Cliniko database

  • 📞 Call summaries (if enabled) appear in the patient’s Cliniko notes

  • 🔁 Your system syncs automatically every few minutes


Support

Need help? Contact us directly: