Joshua Jordan

📖 <a href="https://github.com/hsojhsoj/client-sync-monorepo/wiki" rel="nofollow ugc">Full Documentation</a> — Setup guides, shortcode reference, payment configuration, and more.
Client Sync transforms your WordPress site into a complete client and appointment management powerhouse. Designed for service-based businesses, clinics, consultants, and professionals, this plugin provides a robust, scalable, and flexible system to handle the entire client journey.
Whether you need simple one-on-one appointment booking, multi-day resource rentals, or complex group classes, Client Sync’s unique “Dimension” architecture and a single, powerful <code>[clisyc_booking_form]</code> shortcode can handle it all intelligently. The system automatically detects whether to show a time-slot calendar, a multi-day rental search, or a single property’s booking calendar based on the context of the page.
Built on a high-performance architecture using custom database tables, Client Sync ensures your site remains fast and responsive, even with complex schedules and high appointment volumes.
<h4>Core Features</h4>
<ul>
<li>
Flexible Booking Modes:
<ul>
<li>Time Slots: Perfect for standard appointments, coaching calls, and consultations.</li>
<li>Group Bookings (Multi-Capacity): Easily manage classes, workshops, or tours by setting a capacity for any service. The system automatically tracks spots left.</li>
<li>Multi-Day Bookings: Ideal for rentals (equipment, rooms, vehicles) where clients select a start and end date. Features an intuitive drag-to-select date range picker.</li>
</ul>
</li>
<li>
Powerful & Intersecting Schedules:
<ul>
<li>Availability Dimensions: Create schedules based on service type, location, or practitioner for dynamic booking systems.</li>
<li>Resource Scheduling (Pro): Designate dimensions like “Rooms” or “Equipment” as Resources. A time slot is only bookable if the service, practitioner, AND the required resource are all available at the same time.</li>
<li>Visual Availability Management: “Paint” available or blocked time on an admin calendar for one-off changes and overrides.</li>
</ul>
</li>
<li>
Availability Search Tool:
<ul>
<li>Add a powerful search form to your site with the <code>[clisyc_availability_search]</code> shortcode.</li>
<li>Allows users to search for available items (rooms, boats, properties) across a specific date range, ensuring they only see results that are open for their entire trip.</li>
</ul>
</li>
<li>
Dynamic Conditional Fields: Show or hide appointment fields based on the service selected. If a “House Rental” service is chosen, show “Bedrooms”. If “Car Rental” is chosen, show “Vehicle Type”. This creates a clean, relevant booking experience for any service.
</li>
<li>
Flexible Payment Options:
<ul>
<li>Stripe Direct Integration: Accept payments directly through Stripe Checkout — no WooCommerce required. Just add your API keys and you’re ready to go.</li>
<li>Deep WooCommerce Integration: Link each service to a unique WooCommerce product for accurate pricing, dynamic pricing rules (weekend surcharges, weekly discounts), and automatic totals for group and multi-day bookings.</li>
<li>No Payment Mode: Accept bookings without any payment gateway for free consultations or internal scheduling.</li>
</ul>
</li>
<li>
Extensible Custom Fields:
<ul>
<li>Unlimited fields for clients and appointments, including text, dropdowns, checkboxes, and a unique Image Map field (Pro).</li>
</ul>
</li>
<li>
Client & Manager Dashboards:
<ul>
<li>Clients view appointment history and update details via a dedicated account page.</li>
<li>Manager shortcodes create frontend dashboards for staff to view/edit appointments without full admin access.</li>
</ul>
</li>
<li>
Automation & Reminders:
<ul>
<li>Auto-generate future availability from templates.</li>
<li>Reduce no-shows with configurable email reminders.</li>
</ul>
</li>
<li>
iCal Export: One-click <code>.ics</code> file downloads for adding appointments to Google Calendar, Outlook, or Apple Calendar.
</li>
</ul>
<h3>External Services</h3>
This plugin includes optional integrations with the following third-party services.
<h4>Stripe Payments</h4>
<ul>
<li>
Purpose: This service provides direct payment processing through Stripe Checkout. When enabled, clients are redirected to a secure Stripe-hosted payment page to complete their booking payment. This feature is disabled by default and must be explicitly enabled and configured by the site administrator in the plugin’s Payments settings tab.
</li>
<li>
Data Sent:
<ul>
<li>Backend (Your Server): When a booking requires payment, your server sends the appointment details (amount, currency, description, and client email) to Stripe’s API to create a Checkout Session. A webhook endpoint receives payment confirmation events from Stripe, which are verified using HMAC-SHA256 signature validation.</li>
</ul>
</li>
<li>
Service Policies:
<ul>
<li>Use of Stripe is subject to the Stripe Services Agreement and Privacy Policy.</li>
<li>Privacy Policy: https://stripe.com/privacy</li>
<li>Terms of Service: https://stripe.com/legal/ssa</li>
</ul>
</li>
</ul>
<h4>Google reCAPTCHA v3</h4>
<ul>
<li>
Purpose: This service analyzes user interactions to distinguish between human users and automated bots, helping to prevent spam submissions. This feature is disabled by default and must be explicitly enabled and configured by the site administrator in the plugin’s settings (Client Sync > Settings > Style & Behavior > Spam Protection).
</li>
<li>
Data Sent:
<ul>
<li>Frontend (User’s Browser): When reCAPTCHA is enabled, a JavaScript file is loaded from Google’s servers. The user’s browser sends hardware and software information, including device and application data and the results of integrity checks, to Google for analysis. The user’s IP address is also collected.</li>
<li>Backend (Your Server): When a user submits a form, a verification token generated on the frontend is sent from your server to Google’s API for validation. This request includes the user’s IP address.</li>
</ul>
</li>
<li>
Service Policies:
<ul>
<li>Use of Google reCAPTCHA is subject to the Google Privacy Policy and Terms of Use.</li>
<li>Privacy Policy: https://policies.google.com/privacy</li>
<li>Terms of Use: https://policies.google.com/terms</li>
</ul>
</li>
</ul>
<h3>Copyright</h3>
Client Sync uses the following third-party libraries:
<ul>
<li>FullCalendar Scheduler
<ul>
<li>Source: https://fullcalendar.io/scheduler</li>
<li>License: GNU General Public License v3 (GPLv3)</li>
<li>Copyright: 2023 Adam Shaw</li>
</ul>
</li>
</ul>

Client Sync

Manage client registrations, appointments, payments, and appointment notes from a single, integrated system.

Simpma

<a href="https://simpma.com/emc/" rel="nofollow ugc">EMC Scheduling Manager</a> makes it easy to embed Calendly scheduling pages into your WordPress website.
EMC is designed not only to embed scheduling pages, but also to help businesses improve booking completion and understand how visitors interact with their scheduling pages.
<a href="https://simpma.com/emc/#demo" rel="nofollow ugc">Watch Demo</a>
Add Calendly booking forms anywhere on your site using a simple shortcode. Display your scheduling page inline, open it in a popup, or trigger it from a button — all without writing code.
Whether you’re a consultant, coach, agency, or business owner, this plugin helps you turn website visitors into scheduled meetings quickly and easily.
Upgrade to <a href="https://simpma.com/emc/pricing/" rel="nofollow ugc">EMC Pro</a> to unlock powerful tools for tracking bookings, improving conversion, upsell rates, and managing scheduling workflows more efficiently.
<h3>Free Version Features</h3>
The free version includes everything you need to start embedding Calendly scheduling pages in WordPress:
<ul>
<li>Import Calendly event types directly into WordPress</li>
<li>Embed scheduling pages with a shortcode</li>
<li>Inline embed, popup button, and popup text widgets</li>
<li>Visual widget customizer to generate embed shortcodes</li>
<li>Prefill booking fields for logged-in users</li>
<li>Customizable embed appearance</li>
<li>Quick setup with no coding required</li>
</ul>
Perfect for anyone who simply wants to add a Calendly booking widget to WordPress.
<h3>Pro Version Features (Advanced Scheduling Tools)</h3>
<a href="https://simpma.com/emc/pricing/" rel="nofollow ugc">EMC Pro</a> expands the plugin from a simple embed solution into a booking optimization toolkit, helping you increase completed bookings and understand what drives scheduling activity.
<h3>Business Integrations & Marketing Tracking</h3>
<ul>
<li>WooCommerce integration for booking after purchase</li>
<li>Redirect users after scheduling to custom pages</li>
<li>Track marketing campaigns Pass common UTM parameters like utm_source, utm_medium, utm_campaign, utm_content, and utm_term directly to your booking pages.</li>
<li>CRM-friendly leads Integrate booking data with your CRM to see exactly which campaigns are converting into booked calls.</li>
</ul>
<h3>Analytics & Booking Insights</h3>
<ul>
<li>Track booking activity and engagement</li>
<li>Know which channels, pages, and campaigns drive appointments and revenue growth.</li>
<li>Export analytics data for reporting</li>
</ul>
<h3>Scheduling Workflow Tools</h3>
<ul>
<li>View and manage bookings from your WordPress dashboard</li>
<li>Send automated and manual email reminders from WordPress</li>
</ul>
<h3>Advanced Embedding Features</h3>
<ul>
<li>Dynamic embed options for flexible booking layouts</li>
<li>Enhanced shortcode customization</li>
<li>Elementor integration</li>
</ul>
EMC Pro helps turn your booking widget into a powerful scheduling and conversion tool.
Upgrade to EMC Pro to unlock powerful features designed to help you increase bookings and manage scheduling more effectively.
<a href="https://simpma.com/emc/pricing/" rel="nofollow ugc">Learn More >></a>
<h3>Shortcode</h3>
To simply embed a scheduling page, use:
<pre><code>[calendly url="https://calendly.com/example/call" type="1"]
</code></pre>
Example with customization:
<pre><code>[calendly url="https://calendly.com/example/call" type="2" text="Book Now" text_color="#ffffff" text_size="14" button_style="1" button_size="1" button_color="#2694ea" branding="false" hide_details="false" style_class="custom_form_style"]
</code></pre>
Use the dynamic embedder when you want to display multiple Calendly event types on a single page, allowing visitors to switch between them without reloading the page.
<pre><code>[calendly_dynamic_embedder url="https://calendly.com/example/call" form_height="600px"]
</code></pre>
(Pro Feature) Customize your dynamic embedder with these options
<ul>
<li><code>form_height</code> – Calendar height</li>
<li><code>style</code> – 1 for Horizontal tab display, 2 for Vertical tab display</li>
<li><code>tab_color</code> – Tab color</li>
<li><code>tab_active</code> – Active tab color</li>
<li><code>text_color</code> – Text color </li>
<li><code>text_size</code> – Text size </li>
<li><code>show_slots</code> – 1 Yes, 0 No</li>
<li><code>slots_max</code> – Maximum slots available</li>
<li><code>slots_text</code> – Eg “Only %d slots left” where %d is automatically replaced with booking slots left</li>
</ul>
(Pro Feature) Display your availability slots with
[calendly_slots url=”https://calendly.com/example/call”] or [calendly_dynamic_embedder show_slots=”1″]
(Pro Feature) Customize how your availability slots is displayed with
<ul>
<li><code>text</code> – Eg “Only %d slots left” where %d is automatically replaced with booking slots left</li>
<li><code>text_color</code> – Text color </li>
<li><code>text_size</code> – Text size </li>
<li><code>max_slots</code> – Maximum slots available</li>
</ul>
<h3>Customization</h3>
Use the Widget Customizer under Dashboard > EMC > Customizer or configure the shortcode manually.
<h3>Available Options</h3>
<ul>
<li>
<code>type</code>
<ul>
<li>1 – Inline embed</li>
<li>2 – Popup button</li>
<li>3 – Popup text</li>
</ul>
</li>
<li>
<code>url</code> – Calendly scheduling page URL
</li>
<li><code>text</code> – Button or link text </li>
<li><code>text_color</code> – Button or link text color </li>
<li><code>text_size</code> – Text size </li>
<li><code>button_color</code> – Button background color </li>
<li>
<code>button_size</code>
<ul>
<li>1 – Small</li>
<li>2 – Medium</li>
<li>3 – Large</li>
</ul>
</li>
<li>
<code>button_style</code>
<ul>
<li>1 – Inline</li>
<li>2 – Floating</li>
</ul>
</li>
<li>
<code>branding</code> – Show or hide branding
</li>
<li><code>prefill_fields</code> – Prefill form fields for logged-in users </li>
<li><code>hide_cookie_banner</code> – Hide cookie banner </li>
<li><code>hide_details</code> – Hide event details </li>
<li><code>style_class</code> – Custom CSS class</li>
<li><code>redirection_url</code> – Page URL to redirect users to after booking completion (Pro)</li>
</ul>
<h3>Built for Booking Conversion</h3>
EMC Scheduling Manager is designed to do more than embed scheduling pages:
<ul>
<li>Encourage faster decisions with limited availability indicators (Pro) </li>
<li>Present multiple booking options without overwhelming visitors (Pro) </li>
<li>Track how visitors interact with scheduling widgets (Pro)</li>
<li>Optimize booking flows using real usage data (Pro)</li>
</ul>
If scheduling is part of your sales or lead generation process, EMC Pro helps you optimize your booking flow for conversion.
<h3>Why Use EMC Scheduling Manager</h3>
Designed for consultants, coaches, agencies, and business that rely on scheduled calls to generate leads & sales.
<ul>
<li>Turn website visitors into scheduled meetings by embedding your scheduling pages directly inside WordPress.</li>
<li>Reduce booking friction with inline widgets, popup buttons, and customizable scheduling layouts.</li>
<li>Increase booking completion rates by displaying limited availability (e.g. “Only 3 slots left”), encouraging faster decisions while remaining transparent.</li>
<li>Keep visitors on your website while they book, improving engagement and reducing drop-offs.</li>
<li>Offer multiple meeting options on one page using dynamic embeds so visitors can quickly choose the right event.</li>
<li>Upgrade to Pro to unlock booking insights, and conversion tools that help you understand and grow your scheduling activity.</li>
</ul>
Start with the free version and upgrade to EMC Pro when you’re ready to unlock advanced scheduling features.
<a href="https://simpma.com/emc/pricing/" rel="nofollow ugc">Learn More >></a>
<h3>Popular Use Cases</h3>
EMC is used by professionals and businesses that rely on scheduled meetings to generate leads, sales, or revenue:
<ul>
<li>Consultants & coaches offering paid or free strategy calls </li>
<li>Agencies booking discovery calls and client onboarding sessions </li>
<li>Freelancers managing availability without email back-and-forth </li>
<li>Online educators scheduling 1:1 sessions or onboarding calls </li>
<li>WooCommerce store owners linking products to post-purchase booking flows</li>
</ul>
Upgrade to Pro to unlock advanced analytics, availability tracking, and booking optimization features.
<h3>Disclaimer</h3>
This plugin is an unofficial integration for embedding Calendly scheduling pages in WordPress and is not affiliated with or endorsed by Calendly.
The free version may display optional promotional notices in the WordPress admin dashboard. These notices can be dismissed using the “Don’t show again” option.
You can also disable them using the following filter:
<pre><code>add_filter('emcs_promotions', 'emcs_show_promotions');

function emcs_show_promotions() {
 return false; 
}
</code></pre>

EMC – Easily Embed Calendly Scheduling

Instead of having to mess with all the Caldenly embed code, this plugin makes embedding easier.

Excellent plugin for Calendly

Embed Calendly scheduling pages in WordPress and optimize your booking flow with analytics, availability indicator, and conversion tools.

Client Sync vs EMC – Easily Embed Calendly Scheduling