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Add your invoicing settings

Invoice settings allow you to personalise your invoices

Add the correct practice name, number and bank details:

  1. Click on Settings and then Profile page in your AppointmentGuru account.
  2. Add your business-specific details and click on Save. They will appear on your invoices by default.

To include your logo on your invoices:

  1. Go to Settings > Media to upload your logo file.

Add invoice and receipt notes, billing address, medical aid info and other settings:

  1. On the Invoices page, click on the cog icon (top-right).
  2. Invoice notes can be information like Use the invoice number as a payment reference.
  3. Receipt notes can something like Thank you for your payment!.
  4. The billing address is your own billing address.
  5. Selecting Show online booking details will show a link at the bottom of your invoice where they can book their next appointment with you.
  6. Selecting Include medical information will add the clients medical aid details for submission to medical aids.
  7. Selecting Add SnapScan will enable the SnapScan integration (remember, you'll need to sign up for a SnapScan account first!)
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Invoicing

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) and 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

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 - e.g. if you want to invoice at month-end or on a weekly basis

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

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 fields on your client's profile

Create your form in JotForm

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

Install the JotForm Integration

Once you have created your form/s in JotForm, you will want to connect them with you AppointmentGuru account so that when a client submits a form, their form submission can be connected to their profile in AppointmentGuru (via magic 🦄)

JotForm Integration

An overview on how to set up your AppointmentGuru account to work with JotForm. You will learn how to create forms in JotForm, connect them to your client's AppointmentGuru profile and add the forms to your AppointmentGuru notificiations

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

Automation

Forms

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

Invoicing

Appointments

Create your first appointment

Learn how to create an appointment in AppointmentGuru and understand some of the extra functionality built around appointments - such as notifications, appointment types and recurring appointments

Automation

Appointments

Clients

Online presence, social media and branding

Appointments

Integrations

Appointments

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

Forms

Create your form in JotForm

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

Integrations

Physitrack

Physitrack is the world leader in remote patient engagement. Install the integration and access your Physitrack programs and data directly from AppointmentGuru

Invoicing

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.

Invoicing

Configuring your account

Notifications

Configuring your account

Appointments

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