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Help CenterClient self-service

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

Client self-service

How clients reschedule, cancel and fill in forms themselves.

  • How clients reschedule or cancel themselves Clients manage their own bookings from a link, without calling you.
  • Intake, consent and direct billing forms Which forms clients fill in online, and when they're sent.

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