How to

How Better Clinics key features work, and how to access them.

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51 articles in this collection
Written by Adam, Trentenn, and Olivia
Calendars

Calendar Controls Explained

Understand how to move around the calendar with ease.
Olivia avatar
Written by Olivia
Updated over a week ago

Add an Appointment (Add a client booking to the Better Clinics calendar)

Learn how to add client appointments to calendars
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Written by Adam
Updated over a week ago

Other Appointment Types

Create unlimited 'other appointments' your own, to use when making non-client appointments.
Olivia avatar
Written by Olivia
Updated over a week ago

Rosters

Set & manage team member Rosters for clinic hours and online booking availability
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Written by Adam
Updated over a week ago

Team Member Availability for Bookings

Set Team Member availability daily - blocking out time slots and don't double book clients when client's are not available
Olivia avatar
Written by Olivia
Updated over a week ago

Manage Team Member (staff) Leave in Calendars

Keep a squeaky clean appointment book - manage team member leave to avoid appointment mishaps
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Written by Adam
Updated over a week ago

Waitlists

Never turn clients away again. Capture new or existing clients when your calendar is full, quickly add them to back fill cancellations
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Written by Adam
Updated over a week ago

Group & Class Bookings Online

Create & schedule classes, allow clients to book into classes online
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Written by Adam
Updated over a week ago

Multi Bookings

Need a group of appointments or services under the single client booking? You can do this with Multi Bookings
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Written by Adam
Updated over a week ago

Show Calendar on sign in

Set your Calendar as your default sign in page!
Olivia avatar
Written by Olivia
Updated over a week ago

Turn on Appointment Reminders - SMS & Email

Keep your cash flow healthy and ensure your customers remember their appointment with automated SMS and email appointment reminders.
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Written by Adam
Updated over a week ago

Recurring Appointments

Same time, learn how to set up recurring appointments
Olivia avatar
Written by Olivia
Updated over a week ago

Customise your Appointment display in Calendar

Easily access Appointment information straight from your Calendar
Olivia avatar
Written by Olivia
Updated over a week ago

Show Client Address on Appointment Popup

Would it be helpful to have a client's address quickly viewable from the calendar? Turn this setting on
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Written by Adam
Updated over a week ago

Cancellation Reasons

Turn on Cancellation Reasons to track how and why clients cancel their appointments
Olivia avatar
Written by Olivia
Updated over a week ago

Appointment arrival status

Single-click client check-in. Has the client arrived, or are they a no-show?
Adam avatar
Written by Adam
Updated over a week ago

Using colours for appointments

Set appointment colours based on confirmation status, paid status, type of appointment or team member
Adam avatar
Written by Adam
Updated over a week ago
Clients

Client Information

Learn how to navigate through the Clients List screen and access Client details.
Olivia avatar
Written by Olivia
Updated this week

Import Clients

Add Clients to your Better Clinics account quickly and with ease.
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Written by Adam
Updated over a week ago

Clinical Notes, Bodycharts, Attachments & Appointment Notes

Learn how to take notes in Better Clinics
Trentenn avatar
Written by Trentenn
Updated over a week ago

Forms

How to build and share online forms
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Written by Adam
Updated over a week ago

Customise your client database fields

Custom Fields allows you to completely customise the data you collect from your clients!
Olivia avatar
Written by Olivia
Updated over a week ago

Segment Clients using Tags

Add tags to clients for unprecedented insight & filtering
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Written by Adam
Updated over a week ago

New Client Welcome Email

Construct an automated email welcoming your clients to your business!
Olivia avatar
Written by Olivia
Updated over a week ago

Medical Alerts

Set & view Medical Alerts for Patients
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Written by Adam
Updated over a week ago

Message Delivery Status

Track the status of your email and SMS messages to your clients!
Olivia avatar
Written by Olivia
Updated over a week ago

Merging Clients

Merge two clients into one with ease.
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Written by Olivia
Updated over a week ago

Link your Clients

Link your clients by their relationship to each other.
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Written by Olivia
Updated over a week ago

Client Lead Source

Track and report how clients find you with lead source.
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Written by Olivia
Updated over a week ago

Archive Clients

Learn how to archive your clients.
Olivia avatar
Written by Olivia
Updated over a week ago