Better Clinics

Luke Sorbara

Trentenn

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

How to

Get insights into your business from the Insights

Insights - How It Helps You

Get insight into Clinic & Team performance with real time reporting

Reports in Better Clinics

Insights

Understand how to move around the calendar with ease.

Calendar Controls

Booking Changelog

Learn how to add client appointments to calendars

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

Learn how to add non-client appointments to your calendar

Add a Non-Client Appointment (Add other/personal bookings to the Better Clinics calendar)

Create unlimited 'other appointments' your own, to use when making non-client appointments.

Other Appointment Types

Set & manage team member Rosters for clinic hours and online booking availability

Rosters

Keep a squeaky clean appointment book - manage team member leave to avoid appointment mishaps

Manage Team Member (staff) Leave in Calendars

Never turn clients away again. Capture new or existing clients when your calendar is full, quickly add them to back fill cancellations

Waitlists

Create & schedule classes, allow clients to book into classes online

Group & Class Bookings Online

Need a group of appointments or services under the single client booking? You can do this with Multi Bookings

Multi Bookings

Turn on Cancellation Reasons to track how and why clients cancel their appointments

Cancellation Reasons

Single-click client check-in. Has the client arrived, or are they a no-show?

Appointment Arrival Status

Calendars

Send an Immediate Notification for any new or edited appointments.

Immediate Notification

Set your Calendar as your default sign in page!

Show Calendar on Sign In

Easily access Appointment information straight from your Calendar

Customise your Appointment display in Calendar

Set appointment colours based on confirmation status, paid status, type of appointment or team member

Using Colours for Appointments

Keep your cash flow healthy and ensure your customers remember their appointment with automated SMS and email appointment reminders.

Turn on Appointment Reminders - SMS & Email

Would it be helpful to have a client's address quickly viewable from the calendar? Turn this setting on

Show Client Address on Appointment Popup

Calendar Settings

Open your doors 24/7. Start accepting online client bookings within minutes.

Online Booking Setup

Online Booking Messages

Create a custom form for clients to complete when making a booking online.

Custom Online Booking Form

Get clients to pay for appointments when they make a booking online

Accept Credit Cards in Online Booking

Learn how to confirm and edit online booking appointments.

Pending Online Bookings

Online Booking

Learn how to navigate through the Clients List screen and access Client details.

Client Information

Add Clients to your Better Clinics account quickly and with ease.

Import Clients

Medical Alerts

Add tags to clients for unprecedented insight & filtering

Segment Clients using Tags

Merging Clients

Link your clients by their relationship to each other.

Link your Clients

Archive Clients

Track and report how clients find you with lead source.

Client Lead Source

Clients

Construct an automated email welcoming your clients to your business!

New Client Welcome Email

Track the status of your email and SMS messages to your clients!

Message Delivery Status

Messaging 

Learn how to take notes in Better Clinics

Clinical Notes, Bodycharts, Attachments & Appointment Notes

Custom Fields allows you to completely customise the data you collect from your clients!

Customise your Client Database Fields

Notes

Forms

Learn what you can do with Better Clinics Invoicing

Overview of Better Clinics Invoicing

Create client invoices in minutes and customise them to your brand

Create an Invoice - Paid or Unpaid

Pay an Invoice

Accept partial payment on invoices - useful for managing deposits or installments

Part Payments on Invoices

Request payment from clients with a professional PDF Invoice that includes sale items, provider numbers, custom content and your brand

Create an Outstanding Invoice ready for client payment

Send pre-made invoices to clients via email.

Email Invoices

Create invoices in PDF form to be saved or distributed with ease.

Export an Invoice

How to delete a paid or outstanding invoice

Delete an Invoice

Add Provider Numbers that can then be selected to appear on PDF Invoices

Add a Provider Number to Invoices

Learn how to invoice someone other than your client

Invoice a 3rd Party

Need to invoice a 3rd party? Learn how to add them

Add a Billing Contact for 3rd Party Invoicing

Invoicing

Add, Sell and Manage your Appointment Packages.

Appointment Packages

Manage Expenses; understand money going out

Add Expenses

Sales

Features

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Australian Physiotherapy Association Partnership

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