Help Center
Knowledge Base
Find setup and workflow guides for every core Appointa feature. This content is original and specific to the Appointa product experience.
16 guides
Getting started
Set up your clinic workspace
Create your clinic, complete onboarding, and prepare your workspace for bookings.
Calendar and bookings
Book and manage appointments
Create, reschedule, and update appointments from your clinic calendar.
Services
Add and manage services
Build a clean service catalogue with categories, durations, and pricing.
Team
Add and manage team members
Invite practitioners, define roles, and map services to each person.
Inventory
Manage products and inventory
Create products, track stock, and run stock adjustments confidently.
Packages
Create, sell, and redeem packages
Bundle services into prepaid packages, track partial payments as liability, and recognize revenue only when sessions are redeemed.
Invoices and accounting
Manage invoices and accounting exports
Track appointment and package invoices, record payments, and keep accounting export events ready for Xero reconciliation.
Notifications
Manage notification settings
Control what is sent to clients and team members, and when.
Notifications
Configure appointment reminders
Set reminder timing to reduce no-shows without over-messaging clients.
Clinic profile
Update your clinic profile
Keep your public-facing clinic profile complete and conversion-ready.
Clients
Manage clients and notes
Maintain clean client records, notes, and history in one place.
Forms
Manage client forms
Create intake and consent forms, link them to services, and collect completed responses online or in clinic.
Client portal
Use the client portal package view
Help clients see upcoming visits, package balances, remaining sessions, and package invoice status.
Settings
Configure clinic settings
Set operating rules, access controls, and defaults for daily operations.
Online booking
Set up public booking
Complete the required setup checklist before enabling and sharing your booking page.
Online booking
Share booking links on social media
Add Appointa booking links to Instagram, Facebook, campaigns, QR codes, and social posts.