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Connect PracSuite and Robyn can read your patients and your diary. She uses them to find real times, book, move and cancel within your rules, and work out who’s due back.

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Before you start

  • In Routiq, you need to be an owner or admin of your clinic. Only they can open the Integrations page.
  • In PracSuite, you need access to the API settings.

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Make an API key in PracSuite

The connect panel in Routiq gives the path: “In PracSuite: Settings → Integrations → API. Turn on Enable API Integrations, then add a key for Routiq with the access below.” Give the key this access. Routiq shows the same list under the key field. Save the key in PracSuite, then copy it.
PracSuite’s screens can vary, which is why the app says billing items are “usually” under Financial Data. If your screen looks different, give the key the closest match and tell us.

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Connect it in Routiq

1

Open PracSuite in Integrations

In Routiq, open Integrations in the sidebar, then PracSuite.
2

Paste the key

Paste it into Your PracSuite API key, where it says “Paste it here”.
3

Press Connect PracSuite

Routiq checks the key with PracSuite before it saves it. It’s “stored sealed — nobody here can read it back.” You’ll see “PracSuite connected. The first import is queued.”
If PracSuite refuses the key, Routiq shows the reason, with PracSuite’s own words underneath. The key isn’t kept when that happens, so paste it again to retry. A green banner says “Robyn is importing your patients from PracSuite now.” The first import usually takes a minute or two, and the page updates itself. Under What Robyn has read, each row shows how much came through and when: patients, appointments, practitioners, locations and appointment types. The Import log lists every pass Robyn has made, newest first.

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If you see “Prices hidden”

If the key can’t read billing items, the PracSuite card says “Prices hidden.” and the appointment types row says “Prices hidden: your PracSuite key can’t read billing items.” To fix it, edit Routiq’s key in PracSuite (Settings → Integrations → API) and let it read billing items, usually under Financial Data. Prices come through on the next import.

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Set up booking

Robyn can read PracSuite as soon as it connects. She can’t book into it until an owner or admin saves the booking review settings on the PracSuite page.
1

Check the booking timezone

Under Booking timezone, check PracSuite tenant timezone. PracSuite doesn’t name a timezone, so Routiq starts from your clinic’s own. Most Australian clinics can leave it as it is. To change it, pick another and press Use this timezone.
2

Save the AI booking review settings

Under PracSuite AI booking review settings, choose a PracSuite review status and enter your Allowed appointment columns (up to 32 column numbers, separated by commas). Check both in PracSuite first. Tick “I have verified this review status and these allowed columns in PracSuite.” and press Save PracSuite booking settings.
Robyn only books into the columns you allow. Every booking she makes or moves in PracSuite carries the review status you chose and a note your team can see. A new booking’s note starts:
AI CHAT BOOKING (Robyn): PLEASE REVIEW & CONFIRM.
As the panel says, saving these settings “does not enable automatic booking or send an SMS”. Robyn only replies to patients on her own when your clinic is Live.
Robyn books, moves and cancels for patients who are already in PracSuite. She never creates new patients in PracSuite. Every appointment type that isn’t archived in PracSuite can be offered, unless you switch it off in Settings, then Services.

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After you connect

  • Robyn keeps up on her own. “Robyn checks it for changes every fifteen minutes on her own.” To check sooner, press Check for changes on the PracSuite page.
  • Prices. The price of each visit comes from PracSuite’s billing items. You can type over a price in Settings, then Services.

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Change the key or disconnect

There’s no separate “update key” step. To use a new key, disconnect, then connect again with the new one. On the PracSuite page, press Disconnect, then confirm. Robyn stops checking, and the key you pasted is destroyed. Nothing already imported is deleted. Press Keep it if you change your mind.

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Next

See who's due back

What Robyn found in your appointment book.

Booking by text

What Robyn may book, move and cancel.