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?
Appointment types will show the appointments you offer, and specify the cost and duration.
How do I delete or archive an appointment type
How to delete or archive an appointment type
How do I export my invoicing data?
Contact us to get an export of 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 a discount when creating their invoice.
How do I know when a client has booked an appointment with me?
AppointmentGuru's SMS or email notifications keep you up-to-date 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 by card.
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 long is the free trial?
AppointmentGuru offers a 30-day free trial.
How the JotForm integration works
A quick overview showing how the JotForm integration works.
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 bank details
Each space has its own bank details which will be displayed on your invoices so that your clients can pay via EFT. Editing bank details is simple.
How to create a multi-form process flow with JotForm
How to redirect from one form to another form, and pass the relevant information to the second form.
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 can result from information relating to dependents or changed client details. With AppointmentGuru, you have granular control over all your data and how it is displayed. This article will help you understand how data on a client and an appointment is used and how you can edit it.
How to grant customer support access to your account
In some cases, AppointmentGuru Support may require temporary access to your account to help debug a particularly complicated issue. Here's how to grant temporary access to your account.
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.