Articles starting with the letter H

Home visits or flexible appointment types

Use flexible appointment types for home visits or appointments where the location is not a fixed address

How do I add an appointment?

It's quick and easy to add an appointment in your AppointmentGuru account

How do I add the appointment types that I offer?

Add appointment types - show what you offer and specify the cost and length

How do I delete or archive an appointment type

How to delete or archive an appointment type

How do I export my invoicing data

Download your invoicing data

How do I get help from AppointmentGuru?

We want our customers to succeed, we're here to help

How do I give a client a discount for an appointment?

Give clients discounts when creating their invoice

How do I know when a client has booked an appointment with me?

AppointmentGuru makes sure you keep up-to-date with SMS or email notifications when new appointments are made

How do I login?

Log into your AppointmentGuru account easily and manage your appointments and clients

How do I pay for my AppointmentGuru subscription?

AppointmentGuru makes it easy to pay for your monthly subscription

How do I refer someone to AppointmentGuru

Refer your network to AppointmentGuru and earn credit towards your monthly subscription

How do I see which client has a birthday today?

View a list of birthdays for the day and month

How do my clients book appointments with me?

AppointmentGuru makes it easy for your clients to book and manage their appointments with you

How do notifications work?

Save time, do less admin with AppointmentGuru's automatic notifications

How does invoicing work?

AppointmentGuru's invoicing is generated from appointments and can include codes for medical aid submission

How does reporting work?

AppointmentGuru includes a reporting dashboard so that you can get insight into your business

How does the SnapScan integration work?

Make it easier for your clients to pay you, use the SnapScan AppointmentGuru integration

How long is the free trial?

AppointmentGuru offers a 30-day free trial

How the JotForm integration works

A quick overview showing you how the JotForm integration works from your client filling out the forms online though AppointmentGuru connecting the form submission to their profile

How to change permissions for a member of your team

AppointmentGuru gives you granular control over what actions can be performed by team members. It's easy to update a team member's permissions

How to change space, location or practitioner information on an AppointmentGuru by changing the appointment type

You can: transfer an appointment to another practitioner, change an appointment's location and change the space where it is saved by changing the appointment's type

How to change your banking details

Each space has its own banking details which will be displayed on your invoices so that your clients can pay via EFT. Editing banking details is simple

How to create a multi-form process flow with JotForm

• How to redirect from one form to another form: For example, if you have a consent form and want to send the client to a patient information form.
• We'll show you how to redirect a form in JotForm and pass the relevant information to the second form.
• This will ensure that the second form is linked to the client's profile.

How to delete a payment

Remove a payment from an appointment you have accidentally marked as paid

How to delete or archive a client

If you no longer need a client in your database, you can either delete or archive them.

How to fix a missing calendar on iOS

Refresh your subscribed AppointmentGuru calendar by refreshing your calendars on iPhone

How to fix incorrect client data on your invoices

When editing information on an appointment, you may notice inconsistent information appearing on your invoices. This is sometimes a result of information relating to dependants or client details that have changed. With AppointmentGuru, you have granular control over all your data and how it is displayed. This article will help you to understand how data on a client and appointment is used and how you can edit it.

How to grant customer support access to your account

In some cases, to help us debug a particularly complicated issue, we may require temporary access to your account. Here is how you can grant temporary access to your account to a AppointmentGuru customer support

How to password protect your invoices

With AppointmentGuru you can password protect your invoices. This will encrypt the pdf files that are sent via email as well as adding an additional layer of security to the invoice view webpage

How to record a credit for a client

Sometimes you need to record a client credit. While this is not currently directly supported in AppointmentGuru, there is a workaround

How to reschedule an appointment

Appointments can be canceled or rescheduled easily