Recently Updated Pages
Services
Every schedule block is required to be assigned one or more Service choices; therefore you will n...
Waiting Lists
Each day / location combination can have a waiting list. Adding a patient to the waiting list F...
Checking In
Once an appointment is set by placing it on a block you are ready for patients to arrive. Upon ar...
Squeeze Appointments
Sometimes you have your schedule set, full of appointments and someone calls. What do you do? Squ...
Day Notification
You can use the Day Notification to alert your patients and staff to any pertinent information th...
Duplicate Patients
The Duplicate Patients page shows a list of patients with duplicate names. You can get to this pa...
Inactive Patients
Sometimes you need to prevent a patient from making appointments or for your receptionist from do...
Include or Omit Insurance Fields on Patient Portal
When a patient logs into the patient portal they are given a profile to manage. This profile enab...
Patient activity logs
All patient activity is logged on the Patient Profile page. Patient Log The Patient Log shows ...
Printable Transaction Statement for a Patient
From the patient's profile page you can print a styled and branded transaction statement for pati...
Appointment Notes on Invoices
When you check in a patient and record their transaction, any notes you record in the Add a Note ...
Adding a Patient's Credit Card
You can save multiple credit card payment method for each patient for applying payments for appoi...
Taking Payments with Stripe
Using a stored card A patient with a stored credit card will have a credit card icon next to t...
Charging Late Cancellation Fees with Stripe
If a patient has a stored card, you’ll see the option to charge a cancellation fee their stored...
Issuing Refunds with Stripe
Any refunds and checkin reversals are recorded as a new transaction that has a negative value. ...
Receipts
Send a receipt via email You can send a credit card receipt via email directly from the schedule...
Reader Unreachable?
If your Stripe Reader fails to take a payment and gives you this error. First check that the r...
Saving Block Styles and Using Them
Any block can be used as a template of sorts, saving that block as a block style. Block styles in...
Scheduling an appointment
If you have not created any blocks, please do so prior to scheduling any appointments. Open ACU l...
Service Report
The Service Report shows all appointments for a specific Service in given range. Here's a video...