How to password protect your invoices

How it works

When an invoice is password protected, the following will happen:

PDFs sent to your clients will be password protected using the password that you set
The invoice webpage will be password protected with the same password
When sending the invoice to medical aid (using invoice -> send to medical aid), the PDF will not be password protected

Steps:

When creating an invoice:

When creating an invoice, on the confirmation screen
Expand the panel: "password protect"
- You can then enter a password
  - If the information is available, we will provide you with some useful options (e.g.: the client's ID number, phone number or email address)
- You can also provide a password hint to help the client know what password to use.

Password protect an existing invoice

Navigate to the invoice detail page (click on the three dots on the left of an invoice -> edit invoice)
At the top right of this page, you will see a button to "add password"
- Click the button and choose a password in the following dialog.
- Optionally add a password hint

Changing or viewing the password on an encrypted invoice

Navigate to the invoice detail page (click on the three dots on the left of an invoice -> edit invoice)
In the top right you can see the password protection details
Click the edit button to change the password and password hint

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Invoicing

Manage all invoice information for an appointment and create an invoice

The invoice details page lets you manage ICD-10 codes, pricing, discounts, line item descriptions, product sales and payment tracking - as well as creating an invoice

Creating an appointment for a child or dependant

Learn how to create appointments for dependants. They will be attached to the account of the main customer, but can be invoiced seperately

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

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 which practitioners they were with

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

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Quickly create an invoice from a single appointment. Useful if you want to quickly invoice a customer right after their appointment

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

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Create a statement showing a list of invoices

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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

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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

Cloning (or duplicating) appointments

Clone an appointment to duplicate the appointment information to various new dates or clients

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

Creating an appointment for a child or dependant

Learn how to create appointments for dependants. They will be attached to the account of the main customer, but can be invoiced seperately

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Appointments can be canceled or rescheduled easily

Make automatically repeating appointments

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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

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It's quick and easy to add an appointment in your AppointmentGuru account

Automation

Cloning (or duplicating) appointments

Clone an appointment to duplicate the appointment information to various new dates or clients

Appointments

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Online presence, social media and branding

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AppointmentGuru provides a free website to all AppointmentGuru clients

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Appointments

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

Integrations

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Accept payment via Yoco!

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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

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Invoicing

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

Configuring your account

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Add appointment types - show what you offer and specify the cost and length

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.