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Add a WhatsApp button to your booking form

Add a WhatsApp button to your online booking form so that your clients can get in touch with you if they have any questions or perhaps can't find a slot to book

Deactivating an existing team mate

If someone leaves your practice, you need to deactivate their account. This will remove their access to the account and update your billing accordingly.

Manually share a link to a form with a specific client

Each client has a unique form link, which links their form submission to their profile. You must share the correct link for a form to be correctly linked to a client's profile.

Note: The links shared in your notifications will automatically have the correct URL

View your invoices from AppointmentGuru

For your records, you might want a copy of your invoices from AppointmentGuru. You can access these from the AppointmentGuru app

Updating the pricing on your appointments

Often, you will need to update the pricing on your appointments. You can very easily change the pricing for an appointment type, and this will apply to all new appointments. However, if you need to make a general change (for example, if you are changing your pricing at the beginning of the year) and want to apply this change to existing appointments, you will need to use our pricing tool.

How to delete or archive a client

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

Share an appointment with your client

You can easily share appointment details with your client via QR code, WhatsApp, Email, or anywhere you can send a link to

Find outstanding balance - appointments or invoices that have not been paid

AppointmentGuru gives you great insight into the state of your business. With AppointmentGuru, you can easily find invoices or appointments that have not been paid - making sure you collect all the money owed to you!

Send invoices from AppointmentGuru to Xero

AppointmentGuru provides you the tools to upload your invoices into Xero so that you can easily create Xero invoices from the invoices that you have created in AppointmentGuru

An overview of AppointmentGuru Teams

See a quick demo of how AppointmentGuru Teams works and how it can help you run your multi-user practice with your colleagues

Share a client with your colleagues

When you create a client, you share them with specific spaces. If you didn't get it right the first time, you can change the spaces with which they are shared.

Disable online bookings

If you do not want to have online bookings, you can disable the booking widget

Share a form with a client

When sharing a JotForm with a client, it is important to share it from AppointmentGuru so that it can successfully be linked to their profile

Only include a JotForm form for specific appointment types

Sometimes you only want to ask a client to fill out a form for specific appointment types. With AppointmentGuru you can specify that a form is only included in your notifications if the appointment is of the required appointment type

When to delete and when to cancel an appointment

Learn about the differences between cancelling and deleting an appointment and when to use each