Creating an appointment for a child or dependant
Learn how to create appointments for dependents. They will be attached to the account of the main customer, but can be invoiced separately.
Add online meeting information to your notifications
Automatically include your online meeting URLs in your AppointmentGuru notifications.
Before you start:
- If you have not customised your notifications at all, you do not need to do anything here.
- If you have customised your notifications, you will need to make changes to ensure your Zoom meeting URLs are included in your notifications.
Steps:
Go to the notifications page in your Advanced Settings.
The two notifications that you might want to edit are: 1. "Appointment Reminder", and 2. "Appointment confirmation message"
{% if appointment.is_online %}This appointment is online.{% endif %} {% if appointment.zoom_join_url %}You can join the meeting by clicking this link: {{appointment.zoom_join_url}} {% endif %}
Now, when you send notifications for "online" appointments, the following text will be added to your notifications:
This appointment is online. You can join the meeting by clicking this link: https://zoom.us/join/[meeting-id]
We're here if you need help
Editing notifications can be tricky! If you are not comfortable making these changes, please don't hesitate to contact us on [email protected] and we will be glad to update your notifications for you.
Invoicing
Creating an invoice for a client who was treated by multiple practitioners
If you have a practice with multiple practitioners and a client sees more than one practitioner during your billing period, it is easy to create an ethical invoice that details all the client's appointments and the practitioners they saw.
Generate a client history report
You can generate a client history report for any client. This will generate a print-friendly report detailing their appointments, diagnosis codes (ICD-10 and tariff codes) plus any notes that you have stored on their profile.
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.
Sending a statement
Create a statement showing a list of invoices.
Editing an existing invoice
How to edit an invoice you've already created.
Automating ICD-10 and process coding
Save time with automatic ICD10 and process coding. Have AppointmentGuru add codes to new appointments based on the client, or the appointment type
Create an invoice from multiple appointments
Create an invoice from a number of appointments. Useful if you want to generate an invoice for a client after a period of time (eg. if you want to invoice at month-end or on a weekly basis).
Create an invoice from a single appointment
Quickly create an invoice from a single appointment. Useful if you want to quickly invoice a customer right after their appointment.
Invoicing for appointments that have been paid in advance
This article will outline how you can keep track of a client's account when they've paid in advance for several appointments.
Add your invoicing settings
Invoice settings allow you to personalise your invoices.
Using Yoco with AppointmentGuru
Connect your Yoco and AppointmentGuru accounts to accept payments for your invoices.
Adding ICD-10 codes to your appointments
You can easily add ICD-10 diagnosis codes to your appointments so that you can create invoices that the medical aids will accept.
Forms
Link your forms and map fields
For JotForm to send the form submissions to AppointmentGuru, you will need to link the form and optionally map certain fields from your form to corresponding client profile fields.
Understanding Jotform forms
Some quick tips to help you get the most out of JotForm's capabilities. This article will make some suggestions to help you create your first forms.
How the JotForm integration works
A quick overview showing how the JotForm integration works.
Install the JotForm Integration
Link Jotform with your AppointmentGuru account so that when a client submits a form, their submission can be associated with their profile in AppointmentGuru (via magic 🦄)
Automation
Cloning (or duplicating) appointments
Clone (copy) an appointment to duplicate the appointment information to various new dates or clients.
Invoicing
Automating ICD-10 and process coding
Save time with automatic ICD10 and process coding. Have AppointmentGuru add codes to new appointments based on the client, or the appointment type
Automation
Make automatically repeating appointments
Quickly add repeating appointments and save time.
Forms
How the JotForm integration works
A quick overview showing how the JotForm integration works.
Appointments
Home visits or flexible appointment types
Use flexible appointment types for home visits or appointments where the location is not a fixed address.
Automation
Cloning (or duplicating) appointments
Clone (copy) an appointment to duplicate the appointment information to various new dates or clients.
Appointments
How to reschedule an appointment
Appointments can be canceled or rescheduled easily.
Automation
Make automatically repeating appointments
Quickly add repeating appointments and save time.
Appointments
Block off time during your operating hours
You can block off time in your calendar so that you're unavailable for online bookings.
Online meeting appointment types
Use online meeting types to automatically manage your video calls with Zoom.
How do I add an appointment?
It's quick and easy to add an appointment in your AppointmentGuru account.
Create your first appointment
Learn how to create an appointment using AppointmentGuru and understand some of the extra functionality built around appointments - such as notifications, appointment types and recurring appointments.
Invoicing
Creating an appointment for a child or dependant
Learn how to create appointments for dependents. They will be attached to the account of the main customer, but can be invoiced separately.
Clients
Merging two clients - safely removing a duplicated client
Merge two clients together, porting all their appointments, invoices, notes and medical aid information.
Online presence, social media and branding
What is the free website?
AppointmentGuru provides a free website or booking page to all AppointmentGuru clients.
Appointments
Block off time during your operating hours
You can block off time in your calendar so that you're unavailable for online bookings.
Integrations
Create a video call meeting with the Zoom integration
Seamlessly create Zoom meetings right from AppointmentGuru using our Zoom integration.
Physitrack
Physitrack is the world leader in remote patient engagement. Install the integration and access your Physitrack programs and data directly from AppointmentGuru.
Integrate AppointmentGuru with Physitrack
Physitrack is the world leader in remote patient engagement. Install the integration and access your Physitrack programs and data directly from AppointmentGuru.
Appointments
Online meeting appointment types
Use online meeting types to automatically manage your video calls with Zoom.
Integrations
Connect your Zoom account
Integrate your account with [Zoom Video Conferencing](https://zoom.us) to create and manage your Zoom calls right from AppointmentGuru.
Add online meeting information to your notifications
Automatically include your online meeting URLs in your AppointmentGuru notifications.
Invoicing
Using Yoco with AppointmentGuru
Connect your Yoco and AppointmentGuru accounts to accept payments for your invoices.
Forms
Understanding Jotform forms
Some quick tips to help you get the most out of JotForm's capabilities. This article will make some suggestions to help you create your first forms.
How the JotForm integration works
A quick overview showing how the JotForm integration works.
Invoicing
Creating an invoice for a client who was treated by multiple practitioners
If you have a practice with multiple practitioners and a client sees more than one practitioner during your billing period, it is easy to create an ethical invoice that details all the client's appointments and the practitioners they saw.
Configuring your account
Consolidate multiple locations into a single space
If you've created a number of different spaces, you might find that your account becomes a little difficult to manage. You might be able to simplify your setup by merging your spaces into a single space and then moving your locations to your new space.
Updating operating hours
Add your operating hours and clients won't be able to book appointments outside of that time.
Adding my logo and profile pic
Personalise your AppointmentGuru account with your logo and profile pic.
How do I add the appointment types that I offer?
Appointment types will show the appointments you offer, and specify the cost and duration.
Invoicing
Add your invoicing settings
Invoice settings allow you to personalise your invoices.
Notifications
How do notifications work?
Save time, do less admin with AppointmentGuru's automatic notifications.
Editing information on the automatic client notifications
Automatic notifications can be customised to suit your business and clients.
Configuring your 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.
Appointments
How do I add an appointment?
It's quick and easy to add an appointment in your AppointmentGuru account.
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