Information

Customisable Client Information

Your Cloud Appointments system will be created with standard data fields.
And your Cloud Appointments system will enable you to maintain information about;

But no package system will, initially, be a perfect fit in terms of data or procedures.

That’s why we’ve designed the Cloud Appointments to be flexible with customisable client information.

Using custom fields, of all types, you can customise the data stored for customers and session notes.

Customer and Notes Templates

Cloud Appointments also provides general and discipline-based customer and notes templates.
We’ve developed data templates for standard procedures with the help of our clients and national training bodies.

So, when a client comes in for a treatment, you can include the appropriate template in their session notes.  Enter their treatment notes and other information and save.

All the information is stored electronically so you’re not going to drown in paper.
(Plus you can upload scanned documents or images as needed.)

Your information is accessible wherever you are, see Cloud, will remain secure.

You can create your own templates using custom fields.
Or get in touch with us, we’re always open to adding standard procedure templates.

Available Customer & Notes Templates;

  • Bookings / Appointments
  • Appointment Reminders
  • Customers
  • Customer Notes, documents, files and tasks
  • Consultants and their tasks
  • Products and Stock
  • Invoices and Payments
  • Website bookings
  • and more….

custom fields

All System Types

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

Cosmetic Medicine

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

Podiatry

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

Audiology

  • Aids Specifications
  • Order Details
  • Repairs

Document Templates

Customer and notes templates

Often you’ll find yourself writing almost the same letter, prescription, or other document but for a different client.
To help with this we’ve provided a series of default document templates for commonly printed or emailed output.

When a document template specified for an output it determines the format, text and the data used to create the output.
So by changing the document template used you can change the ouput to be what you want.

The supplied default document templates can be copied and customised to suit.
Or you can create your own templates from scratch, perhaps based on your current reports ?

For instance, the default invoice document template specifies how your invoices will look (as over).
It determines what business and invoice information is included in the invoice and more.
If you want to redesign how your invoices look then you can.

Available Document Templates;

  • Invoices
  • Consent Forms (can be signed electronically)
  • GP Letters
  • Subsidy Invoices (ACC, MOH, etc)
  • Email Headers and Footers
  • Before and After Appointment Messages
  • Customer Credit Receipts
  • Lab Tests
  • Prescriptions