Add your invoicing settings

Add the correct practice name, number and bank details:

In your account, from the sidebar, under settings, click Spaces. For the relevant space, under Invoice details, click on Edit.
Add your business-specific details and click on Save. They will appear on your invoices by default.

To include your logo on your invoices:

Go to the Advanced Settings > Brand and pick the relevant Space.
Click on Edit on the banner image to access the logo settings.

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

Go to the Advanced Settings > Brand (pick the relevant Space) > Invoice Settings.
Invoice notes can be information like Use the invoice number as a payment reference.
Receipt notes can something like Thank you for your payment!.
The billing address is your own billing address.
Selecting Show online booking details will show a link at the bottom of your invoice where they can book their next appointment with you.
Selecting Include medical information will add the client medical aid details for submission to medical aids.

INVOICES

Invoicing

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.

Using Yoco with AppointmentGuru

Connect your Yoco and AppointmentGuru accounts to accept payments for your invoices.

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.

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.

Add your invoicing settings

Invoice settings allow you to personalise your invoices.

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.

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.

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.

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.

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 🦄)

How the JotForm integration works

A quick overview showing how the JotForm integration works.

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.

Automation

Cloning (or duplicating) appointments

Clone (copy) an appointment to duplicate the appointment information to various new dates or clients.

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.

Online meeting appointment types

Use online meeting types to automatically manage your video calls with Zoom.

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.

Appointments

How to reschedule an appointment

Appointments can be canceled or rescheduled easily.

Make automatically repeating appointments

Quickly add repeating appointments and save time.

Block off time during your operating hours

You can block off time in your calendar so that you're unavailable for online bookings.

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.

Automation

Cloning (or duplicating) appointments

Clone (copy) an appointment to duplicate the appointment information to various new dates or clients.

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

Connect your Zoom account

Integrate your account with [Zoom Video Conferencing](https://zoom.us) to create and manage your Zoom calls right 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.

Create a video call meeting with the Zoom integration

Seamlessly create Zoom meetings right from AppointmentGuru using our Zoom integration.

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.

Integrations

Physitrack

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

Forms

How the JotForm integration works

A quick overview showing how the JotForm integration works.

Appointments

Online meeting appointment types

Use online meeting types to automatically manage your video calls with Zoom.

Invoicing

Creating an invoice for a client who was treated by multiple practitioners

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.