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.
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 🦄)
Get your API key from Jotform
Install the JotForm integration in AppointmentGuru
AppointmentGuru and Jotform should now be connected. If you've already created forms in Jotform, they will be visible. If not, you'll need to create forms and refresh the AppointmentGuru Jotform page to view them. The next step will be to link the required forms to AppointmentGuru (link below).
Learn how to create appointments for dependents. They will be attached to the account of the main customer, but can be invoiced separately.
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.
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.
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 a statement showing a list of invoices.
How to edit an invoice you've already created.
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 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).
Quickly create an invoice from a single appointment. Useful if you want to quickly invoice a customer right after their appointment.
This article will outline how you can keep track of a client's account when they've paid in advance for several appointments.
Invoice settings allow you to personalise your invoices.
Connect your Yoco and AppointmentGuru accounts to accept payments for your invoices.
You can easily add ICD-10 diagnosis codes to your appointments so that you can create invoices that the medical aids will accept.
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.
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.
A quick overview showing how the JotForm integration works.
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 🦄)
Clone (copy) an appointment to duplicate the appointment information to various new dates or clients.
Save time with automatic ICD10 and process coding. Have AppointmentGuru add codes to new appointments based on the client, or the appointment type
Quickly add repeating appointments and save time.
A quick overview showing how the JotForm integration works.
Use flexible appointment types for home visits or appointments where the location is not a fixed address.
Clone (copy) an appointment to duplicate the appointment information to various new dates or clients.
Appointments can be canceled or rescheduled easily.
Quickly add repeating appointments and save time.
You can block off time in your calendar so that you're unavailable for online bookings.
Use online meeting types to automatically manage your video calls with Zoom.
It's quick and easy to add an appointment in your AppointmentGuru account.
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.
Learn how to create appointments for dependents. They will be attached to the account of the main customer, but can be invoiced separately.
Merge two clients together, porting all their appointments, invoices, notes and medical aid information.
AppointmentGuru provides a free website or booking page to all AppointmentGuru clients.
You can block off time in your calendar so that you're unavailable for online bookings.
Seamlessly create Zoom meetings right from AppointmentGuru using our Zoom integration.
Physitrack is the world leader in remote patient engagement. Install the integration and access your Physitrack programs and data directly from AppointmentGuru.
Physitrack is the world leader in remote patient engagement. Install the integration and access your Physitrack programs and data directly from AppointmentGuru.
Use online meeting types to automatically manage your video calls with Zoom.
Integrate your account with [Zoom Video Conferencing](https://zoom.us) to create and manage your Zoom calls right from AppointmentGuru.
Automatically include your online meeting URLs in your AppointmentGuru notifications.
Connect your Yoco and AppointmentGuru accounts to accept payments for your invoices.
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.
A quick overview showing how the JotForm integration works.
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.
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.
Add your operating hours and clients won't be able to book appointments outside of that time.
Personalise your AppointmentGuru account with your logo and profile pic.
Appointment types will show the appointments you offer, and specify the cost and duration.
Invoice settings allow you to personalise your invoices.
Save time, do less admin with AppointmentGuru's automatic notifications.
Automatic notifications can be customised to suit your business and clients.
Appointment types will show the appointments you offer, and specify the cost and duration.
It's quick and easy to add an appointment in your AppointmentGuru account.