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POST
Create a clinic client

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Body

application/json
clinic_id
integer
required

The ID of the clinic which this clinic client belongs to.

first_name
string
required

The first name of the clinic client.

last_name
string
required

The last name of the clinic client.

phone_number
required

The phone number of the clinic client.

client_notes
string
default:""

The notes on the client.

clinic_patients
ExternalClinicClientCreatePatientSchema · object[] | null

A list of clinic patients associated with this clinic client.

email
string<email>
default:""

The email address of the clinic client.

metadata
Metadata · object | null

User-set metadata related to this client.

pim_id
string
default:""

The ID of the clinic client in the clinic's PIMS.

primary_address
ExternalClinicClientAddressCreateSchema · object | null

The primary address of the clinic client.

Response

201 - application/json

Created

can_be_called
boolean
required

Whether the clinic can call the client.

client_notes
string
required

The notes on the client.

clinic_id
integer
required

The ID of the clinic this client belongs to.

clinic_patients
ExternalClinicClientDetailPatientSchemaList · object
required

A list of all clinic patients associated with this clinic client.

created
string<date-time>
required

The datetime this object was created.

deleted
string<date-time> | null
required

The datetime this record was soft deleted.

external_id
string | null
required

The ID from a clinic's legacy PIMS system, if the data was imported from there.

has_multiple_users
boolean
required

Whether this client has multiple users (co-owners) associated with it. The first_name and last_name fields on this Client represent the primary ClientUser only. Use the /clinic-client-users/ endpoints to view and manage all ClientUsers for this Client.

has_unread_messages_for_clinic
boolean
required

Whether there are unread inbound messages from the client (for clinic's perspective)

id
integer
required

The ID of the clinic client

is_active
boolean
required

Whether the client is active.

is_deleted
boolean
required

Whether this record is soft deleted or not.

is_email_unsubscribed
boolean | null
required

Whether the client has unsubscribed from marketing emails, if they have an email on file. A null value indicates they do not have an email on file.

is_subscribed
boolean
required

Whether the client is subscribed to receive info from the clinic.

last_visit_date
string<date-time> | null
required

The date of the client's most recent appointment or invoice.

metadata
Metadata · object
required

User-set metadata related to this client.

modified
string<date-time>
required

The datetime this object was last modified; changes to related entities will not update this field.

organization_client_id
integer | null
required

The organization client ID corresponding to this clinic client.

pim_id
string | null
required

The ID of the clinic client in the clinic's PIMS.

primary_client_user_id
integer | null
required

The ID of the primary ClientUser (account owner) for this client. This is the 'main' owner whose name is reflected in the Client's first_name and last_name fields.

sms_preference
enum<string>
required

Client's SMS preference:

  • NA: Not applicable or unknown.
  • ALL: Receive all SMS notifications.
  • TRANSACTIONAL: Only critical transactional notifications (e.g. password reset, onboarding, checkout).
  • UNSUBSCRIBED: Do not send any SMS messages.
Available options:
NA,
ALL,
TRANSACTIONAL,
UNSUBSCRIBED
email
string | null

The primary email address for this client account. This is selected from the available contact methods across all ClientUsers. When updating via the Client update endpoint, changes are applied to the primary ClientUser.

first_name
string | null

The first name of the primary clinic client user. For clinic clients with multiple clinic client users (has_multiple_users=true), this represents only the primary clinic client user's name.

last_name
string | null

The last name of the primary clinic client user. For clinic clients with multiple clinic client users (has_multiple_users=true), this represents only the primary clinic client user's name.

phone_number
integer | null

The primary phone number for this client account. This is selected from the available contact methods across all ClientUsers. When updating via the Client update endpoint, changes are applied to the primary ClientUser.

primary_address
ExternalAddressSchema · object | null

The primary address of the clinic client.

primary_payment_method_id
integer | null

The ID of the primary payment method of the clinic client