Account Setup
Quick start guide
- Step 1: Adding a location to your ClinicSense practice
- Step 2: Adding a practitioner to your ClinicSense practice
- Step 3: Adding services to your ClinicSense practice
- Step 4: Picking you scheduling settings in ClinicSense
- Step 5: Picking your payment settings in ClinicSense
- Step 6: Setup completion checklist for ClinicSense
Customization guides
Importing into ClinicSense
- Which data can be imported into your ClinicSense practice
- Importing Acuity information and data into ClinicSense
- Importing Genbook information and data into ClinicSense
- Importing Jane information and data into ClinicSense
- Importing Massagebook information and data into ClinicSense
- Importing MindBody information and data into ClinicSense
- See all 9 articles
Help Guides
Manage your calendar
- How to customize your calendar view in ClinicSense
- How to change your regular working hours in ClinicSense
- How to change work hours for a specific day in ClinicSense
- How to add cleanup time after appointments in ClinicSense
- How to schedule repeating appointments in ClinicSense
- How to perform an appointment cancellation in ClinicSense
- See all 12 articles
Manage online booking
Managing practitioners and office staff
- How to add and edit Practitioner profiles in ClinicSense
- How to add and edit Office staff profiles in ClinicSense
- Understanding Practitioner permissions in ClinicSense
- Understanding Office staff permissions in ClinicSense
- How to remove Practitioners from your ClinicSense practice
- How to remove Office staff from your ClinicSense practice
Reminders and confirmations
Forms
- How to automatically send forms to clients from ClinicSense
- How to fill out a form in office
- How to create and customize form templates in ClinicSense
- How to view and print completed forms in ClinicSense
- How to attach forms to treatment notes in ClinicSense
- How to complete sensitive area consent forms in ClinicSense
Treatment notes
- How to create and write treatment notes in ClinicSense
- How to view and copy previous treatment notes in ClinicSense
- How to create treatment note templates in ClinicSense
- How to set a default treatment note template for a service
- How to use treatment note short codes in ClinicSense
- What happens when you finalize a treatment note
- See all 8 articles
Client files
Invoicing
- How to add business, license, and tax numbers to invoices
- How to individually add tips to invoices in ClinicSense
- How to individually add discounts to invoices in ClinicSense
- How to create promo codes for clients in ClinicSense
- How to apply promo codes to invoices in ClinicSense
- How to individually add payments to invoices in ClinicSense
- See all 10 articles
Payments and refunds
- How to connect a Square account to a ClinicSense account
- Using on-file credit cards to pay invoices in ClinicSense
- How to manage a client’s stored credit cards in ClinicSense
- How to add or redeem client account credits in ClinicSense
- How to refund a payment on an invoice in ClinicSense
- How to refund client account credits in ClinicSense
- See all 8 articles
Treatment packages
Gift certificates
- How to individually sell gift certificates in ClinicSense
- How to redeem gift certificates on invoices in ClinicSense
- How to refund and delete gift certificates in ClinicSense
- How to print and email gift certificates in ClinicSense
- How to sell ClinicSense gift certificates on your website
- How to add previously-sold gift certificates to ClinicSense
Communications tools
- Creating and sending Email Newsletters to your clients
- Automatically sharing upcoming availability with clients
- How to request Google Reviews
- Viewing private feedback from Google Reviews respondents
- Automatically requesting Client Referrals from your clients
- Automatically sending Wellness Check-ins to your clients
- See all 8 articles
Reports
- How to read and use Revenue reports in ClinicSense
- How to read and use Sales Tax reports in ClinicSense
- How to read and use Appointments reports in ClinicSense
- How to read and use Payments reports in ClinicSense
- How to read and use Receivables reports in ClinicSense
- How to read and use Win-Backs reports in ClinicSense
- See all 7 articles
Account and subscription
- How to change your account’s email address in ClinicSense
- How to change your account’s password in ClinicSense
- How to change your Auto log-out settings in ClinicSense
- How to update your own Payment method in ClinicSense
- How to download receipts for your ClinicSense subscription
- Removing add-on features from a ClinicSense subscription
- See all 9 articles
Mobile app
- Adding new clients in the mobile app for ClinicSense
- Scheduling appointments in the mobile app for ClinicSense
- Adding invoice payments in the mobile app for ClinicSense
- Emailing receipts in the mobile app for ClinicSense
- Canceling appointments in the mobile app for ClinicSense
- Marking no-shows in the mobile app for ClinicSense
- See all 9 articles
Troubleshooting & FAQ
Troubleshooting
General FAQs
- How do the "Add display logic", "Required", and "Office use only" settings work?
- How can I learn more about the upcoming waitlist feature?
- How do I download the ClinicSense mobile app for my phone?
- How can I complete treatment notes using my phone?
- What happens to a practitioner's data when they’re deleted?
- Can the Calendar show me an entire month at one time?
- See all 9 articles
Billing FAQs
Square FAQs
- How do I connect my Square account to ClinicSense?
- Can I connect more than one Square account to ClinicSense?
- How do I connect my Square Terminal to ClinicSense?
- How do I buy a Square Terminal and how much does it cost?
- How do I connect my Square Reader, Register, or Stand?
- When does Square make deposits to my bank account?
- See all 8 articles