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Guides for everything from your first booking to tax time.
Popular articles
How your 14-day free trial worksEvery feature, free for 14 days, no credit card needed.Your first-week checklistEverything to set up so your practice runs smoothly from day one.Sharing your booking link and QR codeWhere to find your link and the best places to share it.AI-drafted SOAP notesType a few quick points and AI drafts the full SOAP note. You review and sign.Recording a paymentLog cash, card, e-transfer or insurance payments on an invoice.Insurance-ready receiptsReceipts your clients can submit to their insurer as they are.Importing clients from a spreadsheet or other softwareBring your whole client list over in a few minutes.Turning on two-step verificationProtect your account with a code as well as your password.
Browse by topic
Getting startedYour trial, the setup wizard and your first week.
- How your 14-day free trial works
- Using the setup wizard
- Your first-week checklist
- Finding your way around
Calendar & appointmentsBooking, rescheduling, completing visits and your Today page.
- Booking an appointment
- Rescheduling and cancelling
- Completing a visit and creating the invoice
- Your Today page
Online bookingYour booking link, QR code, working hours and booking rules.
- Sharing your booking link and QR code
- Customizing your booking link
- Setting your working hours
- Minimum notice and how far ahead clients can book
Card paymentsConnect Stripe and get paid by card, straight to your bank.
- Connecting Stripe to take card payments
- Card payment fees and payouts
- Pausing card payments or disconnecting Stripe
Reminders & client emailsAppointment reminders, text reminders and automatic emails.
- Appointment reminder emails
- Text message reminders
- Birthday, rebooking and review emails
- Emails come from your practice
Your plan & accountPlans, pricing, your CliniqSync invoices and cancelling.
- Adding practitioners and front desk staff
- Plans and pricing
- Choosing or changing your plan
- Your CliniqSync invoices
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