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Help CenterMoving to CliniqSync

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

Moving to CliniqSync

Bring your client list over from other software or a spreadsheet.

  • Importing clients from a spreadsheet or other software Bring your whole client list over in a few minutes.
  • Getting help moving your data ProWe'll move your data for you on the Pro plan.

Still need help?

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