Help Guides
Manage your calendar
- Navigating your Calendar view and options 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 13 articles
Manage online booking
- How to choose scheduling settings for your entire practice
- How to choose scheduling settings for specific Practitioners
- How to choose scheduling settings for specific services
- How to add ClinicSense scheduling to your own website
- How to add ClinicSense scheduling to your social media
- How to block a specific client from booking online
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 immediately fill out forms for clients in ClinicSense
- How to automatically send forms to clients in ClinicSense
- How to manually send forms to clients in ClinicSense
- How to create intake form templates in ClinicSense
- How to view, print, download, and email completed forms
- How to attach forms to treatment notes in ClinicSense
- See all 7 articles
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
- Finalizing treatment notes to prevent accidental edits
- See all 7 articles
Client files
- How to import clients and other data into ClinicSense
- How to individually send an email message to a client
- How to view and print a client file in ClinicSense
- How to merge duplicate client files in ClinicSense
- How to add, view, edit, and delete memos in ClinicSense
- Managing family members who use the same email address
- See all 9 articles
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, redeem, and refund client account credits
- How to refund a payment on an invoice in ClinicSense
- How to remove cancelation or no-show fees from invoices
- See all 7 articles
Treatment packages
- How to redeem treatment packages for a different service
- How to redeem a treatment package for a different client
- How to create new treatment package options in ClinicSense
- How to sell an individual treatment package in ClinicSense
- How to redeem treatment packages on invoices in ClinicSense
- How to refund treatment packages sold in ClinicSense
Gift certificates
- How to individually sell gift certificates in ClinicSense
- How to redeem gift certificates on invoices in ClinicSense
- How to refund and remove gift certificates in ClinicSense
- How to download, email and print gift certificates
- 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
- Automatically requesting Google Reviews from your clients
- How client ratings work in the Google Reviews tool
- Viewing private feedback from Google Reviews respondents
- Automatically requesting Client Referrals from your clients
- See all 9 articles
Reports
- How to use and read Revenue reports in ClinicSense
- How to use and read Sales Tax reports in ClinicSense
- How to use and read Appointments reports in ClinicSense
- How to use and read Payments reports in ClinicSense
- How to use and read Receivables reports in ClinicSense
- How to use and read Wellness Check-In reports in ClinicSense
- See all 8 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
- How do I download the ClinicSense mobile app for my phone?
- 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
- See all 10 articles