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.

Planfy

Make your business future-proof and supercharge your visibility on the internet with online bookings. Improve your customers experience by allowing them to book your services 24/7. Confirm bookings automatically or manually – you are always in control.
Accept online payments that are made during the booking process or give your customers an option to pay at the point of sale, i.e., in person.
Find out more about how Planfy can help you run your business at <a href="https://www.planfy.com/business" title="Planfy Online Booking" rel="nofollow ugc">planfy.com/business</a>

Planfy Online Booking

Allow customers to book services online. Accept online payments, automate sms reminders and more.

Client Sync vs Planfy Online Booking