From the start

Cloud Appointments will help you administer and maintain information about;

no package system installed from the box will be a perfect fit for your business.

That’s why we’ve built in flexibility in the way data can be stored and provide templates for standard procedures and routine documents.

Additional Data

Your Cloud Appointments system will be created with the standard fields for your clinic type to start with.

We can then add in additional customer and notes data fields as you need.

Customer detail and notes templates for standard procedures are included and a full list is shown below.

But if you need a standard form that’s not currently available then we’ll work with you to design and add it.

  • Bookings / Appointments
  • Appointment Reminders
  • Clients
  • Client Notes, documents, files and tasks
  • Consultants and their assigned tasks
  • Products and Stock
  • Invoices and Payments
  • and more….


Customer and Notes Templates

The following standard input forms, with a print facility, are available;

All systems

  • Annotate Images
  • Before and After Photos
  • Consent Form
  • Lab Test
  • Letters
  • Prescription

Cosmetic Medicine

  • Botulinum Toxin – Initial & Repeat
  • Cool Sculpting
  • Cooltech – Initial & Treatment
  • Filler – Initial & Repeat
  • IPL
  • Microsclerotherapy
  • Minor Surgery
  • Peel
  • Pelleve
  • PRP / Needling
  • Skin Check & Consult


  • BioMech Exam & Prescription
  • BioMech Repair
  • Diabetic Report
  • Referral Form


  • Aids Specifications
  • Order Details
  • Repairs

Document Templates

Often you’ll find yourself writing almost the same letter, prescription, lab test once again but for a different client.
So, in Cloud Appointments, we’ve provided a series of standard templates for commonly produced documents.

You can also create your own templates or change the supplied templates to suit.

When you use these templates your current data is merged into the template to produce a PDF file which can be printed or emailed and it is kept as part of the client’s records.

This means that when you’re updating a client’s notes you can create and email a PDF prescription similar to the one opposite;

Document templates are currently supplied for;

  • After Appointment Messages
  • Consent Form – can be signed electronically
  • GP Letter
  • Invoices
  • Lab Test
  • Prescription
  • Email headers and footers