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Help CenterCalendar & appointments

Topics

  • Getting started
  • Moving to CliniqSync
  • Calendar & appointments
  • Online booking
  • Client self-service
  • Clients & records
  • SOAP notes & AI
  • Invoices & payments
  • Insurance
  • Card payments
  • Services, add-ons & packages
  • Reminders & client emails
  • Reports
  • Your plan & account
  • Security & privacy
  • FAQs & troubleshooting

Calendar & appointments

Booking, rescheduling, completing visits and your Today page.

  • Booking an appointment Add an appointment for a client from the calendar.
  • Rescheduling and cancelling Move or cancel an appointment and keep the client informed.
  • Completing a visit and creating the invoice Close out an appointment, then invoice and take payment.
  • Your Today page Your day at a glance, with a brief for each client.
  • Using the waitlist ProFill cancellations by offering open spots to waiting clients.
  • Showing CliniqSync appointments in Google, Outlook or Apple Calendar See your bookings in the calendar on your phone.
  • Blocking busy times from your other calendars Work at another clinic? Clients can't book you when you're busy elsewhere.

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