My Appointments Help Centre
  • Recent Searches
All Categories
Clients
28

Clients

Last Update 2 months ago
View your clients files, set up reminders and leave treatment notes
My Appointments
Adding new clients
Last Update 2 years ago
Unmatched referral
Last Update 4 years ago
Opting in and out of email and/or SMS marketing
Last Update 2 years ago
Treatment notes
Last Update 4 years ago
Send recommendations to clients
Last Update 2 years ago
Finding your clients file
Last Update 4 years ago
Creating a Waitlist
Last Update 2 months ago
Importing client list
Last Update 2 years ago
Client accounts
Last Update 2 years ago
Adding additional provider numbers
Last Update 5 months ago

Other Categories

Calendar
Customise your calendar, set calendar intervals, blockout time and choose whether to display your waitlist or not
9 articles and other
Last Update 6 months ago
Booking online
Choose whether to accept bookings online, which services you allow to be booked online, how to customise your cancellation message, where to find the embed code to add a book now button to your website and where to find your personalised booking link
9 articles and other
Last Update 4 months ago
Services
Add or edit your services to set cost, code, duration, colour codes and which service providers and/or locations perform which services
1 article and other
Last Update 2 years ago
Products
Add or edit products, set GST, stock levels, low stock notifications, suggested use, whether re-orders are allowed, the number of times a product can be ordered without a consult, whether pickup or shipping is an option and set shipping costs
4 articles and other
Last Update a year ago
Telehealth
Choose whether to allow video consultations and which appointment types are available via video video consultations
5 articles and other
Last Update 8 months ago
Orders
Process orders from clients, add tracking numbers and tracking links and either ship or package for pick ups
1 article and other
Last Update 4 years ago
Intake forms
Choose whether to send intake forms to all clients, customise message to client, customise data fields and preview form
5 articles and other
Last Update 5 months ago
Import
Import your existing data via CSV file
5 articles and other
Last Update 8 months ago
General settings
Customise your personal and business details
14 articles and other
Last Update 2 months ago
Invoices
Customise your invoices , process overdue payments and view takings
13 articles and other
Last Update 2 months ago
Payment processing
Process payments online with our integrated payment gateway
18 articles and other
Last Update 2 months ago
Reminders
Send appointment reminders and confirmations to your clients
3 articles and other
Last Update a year ago