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.

sagenda

This plugin display as list view and is our legacy module. Please considere switching to the new plugin : 
<a href="https://wordpress.org/plugins/sagenda-calendar/" rel="ugc">Sagenda Calendar</a> 
and use the shortcode : <code>[sagenda-calendar-wp]</code> 
We highly recommend you this new plugin version.
Sagenda is an online Scheduling software that helps your clients fix appointments and meetings with you online. The Sagenda allows you to manage an unlimited number of reservations and different calendars. You only pay for additional modules such as sending SMS, online payment for your customers, <a href="https://sagenda.net/ModuleCenter" title="Check the module center and pricing" rel="nofollow ugc">more information in your Module Center</a>. And the best thing about it is that you may have an unlimited history. Our users always come first; that’s why Sagenda doesn’t display ads!
<a href="https://iteration.atlassian.net/servicedesk/customer/portal/2" title="We love hearing from you!" rel="nofollow ugc">Contact & Support</a> | <a href="https://www.youtube.com/sagenda" title="Get a look at our tutorials!" rel="nofollow ugc">YouTube Chanel</a> | <a href="https://sagenda.net/Accounts/Register" title="Open an account now!" rel="nofollow ugc">Open an account</a>
<a href="https://apps.apple.com/lt/app/sagenda/id1475353588" title="Scheduling iOS" rel="nofollow ugc">Get our iOS app</a> | <a href="https://play.google.com/store/apps/details?id=info.iteration.sagenda" title="Scheduling Android" rel="nofollow ugc">Get our Android App</a>
This is an “Online Booking System” which gives customers the opportunity to choose the date and the time of an appointment according to one’s own preferences and the booking can now be done online.
Using this WP plugin is a better way to display your booking on your WP frontend than using an iFrame. Using this Plugin will required a Sagenda’s account. To create an account please visit: <a href="https://sagenda.net/Accounts/Register" rel="nofollow ugc">https://sagenda.net/Accounts/Register</a>
You can use PayPal as payment gateway to make your customers pay for bookings. They can pay via PayPal account but also via direct credit card payment (without creating a PayPal account). Following cards are accepted : Visa, MasterCard, American Express, Discover, JCB, Diner’s Club, EnRoute…
NOTE: You need to register an account on the Sagenda site and then you will get an authentication code which you will use to validate your Sagenda plugin.
Shortcode 
You can use Sagenda as shortcode in any page or plugin : 
 [sagenda-wp] 
in a page or an article, you can also display only one bookable item : <code>[sagenda-wp bookableitem="my bookable item name"]</code>.
If you want a Calendar view, then please install our new module <a href="https://wordpress.org/plugins/sagenda-calendar/" rel="ugc">Sagenda Calendar</a> and use the shortcode : <code>[sagenda-calendar-wp]</code>
Prerequisites 
SAGENDA WP PLUGIN REQUIRE ⚠️ PHP 5.6 or 7.x ! 
⚠️ FOR YOUR OWN SAFETY DON’T USE PHP VERSION OLDER THAN 7.3 THERE IS NO SECURITY PATCH ⚠️ 
<a href="https://php.net/supported-versions.php" rel="nofollow ugc">https://php.net/supported-versions.php</a>
Want to use PHP 8? Please switch to our new plugin <a href="https://wordpress.org/plugins/sagenda-calendar/" rel="ugc">Sagenda Calendar</a> and use the shortcode : <code>[sagenda-calendar-wp]</code>
Sagenda WP plugin require the PHP “Curl extension” to be activated on your hosting to call web services.

Sagenda – Scheduling List – LEGACY

PLEASE USE OUR NEW PLUGIN :
Sagenda Calendar

You will be able to use list view (Agenda style), Monthly, Weekly, Work week, Daily view.

Client Sync vs Sagenda – Scheduling List – LEGACY