If you use Cliniko or Nookal as your practice management system and run group classes or group appointments, PatientNotes can automatically sync those class diary appointments — including all participants — directly into the Classes feature in your dashboard.

Without this toggle on, group class appointments won't appear in PatientNotes Classes and participants will need to be added manually. With it on, everything syncs automatically so your classes and attendee lists are ready to go.

In your PatientNotes dashboard, navigate to patientnotes.app/dashboard/integrations, or click Integrations in the sidebar.

Your connected practice management system will be listed on this page. Click into it to open the integration settings, then scroll down to the Preferences section.

Find the Sync class participants toggle and set it to your preference:

The change takes effect immediately — no need to save or refresh.

Does this affect my one-on-one appointments?
No — this toggle only applies to class diary appointments in your PMS. Individual appointments are synced separately and are unaffected by this setting.

What happens to participants if I turn this off after it was on?
Turning the toggle off stops future syncing. Classes and participants already synced to PatientNotes will remain, but any new class appointments added in your PMS after that point won't be pulled through automatically.

Does this work for both Cliniko and Nookal?
Yes — the Sync class participants toggle is available for both integrations. The steps are the same regardless of which system you use.

I don't see this toggle — what should I check?
This setting only appears if your Cliniko or Nookal integration is connected. If you haven't set up your integration yet, contact [email protected] for help getting started.

Chat with us via the help widget inside PatientNotes, or email [email protected].