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Help CenterGetting started

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

Getting started

Your trial, the setup wizard and your first week.

  • How your 14-day free trial works Every feature, free for 14 days, no credit card needed.
  • Using the setup wizard Four quick steps that get you ready for your first booking.
  • Your first-week checklist Everything to set up so your practice runs smoothly from day one.
  • Finding your way around What each part of the sidebar is for.

Still need help?

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Email support
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