Joshua Jordan

<p>📖 <strong><a href="https://github.com/hsojhsoj/client-sync-monorepo/wiki" rel="nofollow ugc">Full Documentation</a></strong> — Setup guides, shortcode reference, payment configuration, and more.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<h4>Core Features</h4>
<ul>
<li>
<p><strong>Flexible Booking Modes:</strong></p>
<ul>
<li><strong>Time Slots:</strong> Perfect for standard appointments, coaching calls, and consultations.</li>
<li><strong>Group Bookings (Multi-Capacity):</strong> Easily manage classes, workshops, or tours by setting a capacity for any service. The system automatically tracks spots left.</li>
<li><strong>Multi-Day Bookings:</strong> 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>
<p><strong>Powerful & Intersecting Schedules:</strong></p>
<ul>
<li><strong>Availability Dimensions:</strong> Create schedules based on service type, location, or practitioner for dynamic booking systems.</li>
<li><strong>Resource Scheduling (Pro):</strong> 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><strong>Visual Availability Management:</strong> “Paint” available or blocked time on an admin calendar for one-off changes and overrides.</li>
</ul>
</li>
<li>
<p><strong>Availability Search Tool:</strong></p>
<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>
<p><strong>Dynamic Conditional Fields:</strong> 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.</p>
</li>
<li>
<p><strong>Flexible Payment Options:</strong></p>
<ul>
<li><strong>Stripe Direct Integration:</strong> Accept payments directly through Stripe Checkout — no WooCommerce required. Just add your API keys and you’re ready to go.</li>
<li><strong>Deep WooCommerce Integration:</strong> 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><strong>No Payment Mode:</strong> Accept bookings without any payment gateway for free consultations or internal scheduling.</li>
</ul>
</li>
<li>
<p><strong>Extensible Custom Fields:</strong></p>
<ul>
<li>Unlimited fields for clients and appointments, including text, dropdowns, checkboxes, and a unique <strong>Image Map</strong> field (Pro).</li>
</ul>
</li>
<li>
<p><strong>Client & Manager Dashboards:</strong></p>
<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>
<p><strong>Automation & Reminders:</strong></p>
<ul>
<li>Auto-generate future availability from templates.</li>
<li>Reduce no-shows with configurable email reminders.</li>
</ul>
</li>
<li>
<p><strong>iCal Export:</strong> One-click <code>.ics</code> file downloads for adding appointments to Google Calendar, Outlook, or Apple Calendar.</p>
</li>
</ul>
<h3>External Services</h3>
<p>This plugin includes optional integrations with the following third-party services.</p>
<h4>Stripe Payments</h4>
<ul>
<li>
<p><strong>Purpose:</strong> 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 <strong>disabled by default</strong> and must be explicitly enabled and configured by the site administrator in the plugin’s Payments settings tab.</p>
</li>
<li>
<p><strong>Data Sent:</strong></p>
<ul>
<li><strong>Backend (Your Server):</strong> 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>
<p><strong>Service Policies:</strong></p>
<ul>
<li>Use of Stripe is subject to the Stripe Services Agreement and Privacy Policy.</li>
<li><strong>Privacy Policy:</strong> https://stripe.com/privacy</li>
<li><strong>Terms of Service:</strong> https://stripe.com/legal/ssa</li>
</ul>
</li>
</ul>
<h4>Google reCAPTCHA v3</h4>
<ul>
<li>
<p><strong>Purpose:</strong> This service analyzes user interactions to distinguish between human users and automated bots, helping to prevent spam submissions. This feature is <strong>disabled by default</strong> and must be explicitly enabled and configured by the site administrator in the plugin’s settings (Client Sync > Settings > Style & Behavior > Spam Protection).</p>
</li>
<li>
<p><strong>Data Sent:</strong></p>
<ul>
<li><strong>Frontend (User’s Browser):</strong> 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><strong>Backend (Your Server):</strong> 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>
<p><strong>Service Policies:</strong></p>
<ul>
<li>Use of Google reCAPTCHA is subject to the Google Privacy Policy and Terms of Use.</li>
<li><strong>Privacy Policy:</strong> https://policies.google.com/privacy</li>
<li><strong>Terms of Use:</strong> https://policies.google.com/terms</li>
</ul>
</li>
</ul>
<h3>Copyright</h3>
<p>Client Sync uses the following third-party libraries:</p>
<ul>
<li><strong>FullCalendar Scheduler</strong>
<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.

Anitha

davidfull

sankavi

<p>Setmore offers a free, online scheduling platform for you to connect with your customers. Manage all your appointments through one simple, sleek calendar system and give your business the freedom to grow.</p>
<p>Bring on more customers and sharpen your brand image, while taking charge of your working hours. By listing your availability online, your customers can self-book their desired services. Focus on providing an excellent customer experience and let Setmore handle the paperwork.</p>
<h4>How it works with WordPress</h4>
<p>Setmore helps you deliver your magic. Turn your online visitors into customers with the Setmore-Wordpress integration. Setmore provides a downloadable booking plugin that you can add to your WordPress website. Place a ‘Book Now’ on any page and encourage your online visitors to book an appointment. Don’t have a Setmore account? <a href="https://www.setmore.com/integrations-start-now?utm_source=wordpress%20plugin%20directory&utm_medium=integrations&utm_campaign=wp_plugin_startfree" rel="nofollow ugc">Sign up for free and get started in minutes</a></p>
<h4>What Setmore offers</h4>
<p>Every Setmore account comes with a free online Booking Page where your customers can schedule appointments with your business online. The Booking Page lists your staff, services, and availability, and is customizable with your company logo and contact information.</p>
<h4>Sign up for free</h4>
<p>Sign up for a free Setmore account at <a href="https://www.setmore.com/?utm_source=wordpress%20plugin%20directory&utm_medium=integrations&utm_campaign=wp_plugin_home" rel="nofollow ugc">www.setmore.com</a>, no credit card required. The Free version includes unlimited appointments, 100 email reminders per month, and the iOS and Android app. Upgrade to Setmore Premium at any time where you have access to advanced features such as SMS reminders, online payments with Stripe & Square, and more.</p>
<p>Please click here for more information on <a href="https://www.setmore.com/pricing?utm_source=wordpress%20plugin%20directory&utm_medium=integrations&utm_campaign=wp_plugin_pricing" rel="nofollow ugc">Pricing.</a></p>
<h3>Features</h3>
<p>A memorable and meaningful experience starts with a connection. Make it straightforward to connect with more customers by creating your <strong>free, customizable Booking Page</strong>. Display your availability, services and pricing online, and accept appointments 24/7. Your customers are kept in the loop with automated booking reminders. And, you receive instant updates across your desktop, tablet, <strong>iOS</strong> and <strong>Android</strong> devices.</p>
<p>Make the world your stage by adding <strong>1-click video meetings</strong> to your appointments. With Teleport.Video, you can connect with your customers from Anywhere. Ready for your social media to work a little harder? With Setmore, your followers can book appointments directly from your posts, at a time that suits them.</p>
<h3>FAQs</h3>
<h4>Does the Setmore plugin have any dependencies?</h4>
<p>The Setmore plugin uses jQuery, jQuery easing, and FancyBox’s JavaScript and stylesheet. We automatically register these scripts and stylesheets with WordPress as part of the plugin.</p>
<h4>Can I customize the way the ‘Book Now’ button looks?</h4>
<p>Yes. While Setmore offers a default visual for your booking button, it is simply an image file that links to your Booking Page. You can easily replace your button’s image. Click <a href="https://support.setmore.com/en/articles/490959-use-a-custom-book-now-button-image?utm_source=wordpress%20plugin%20directory&utm_medium=integrations&utm_campaign=wp_plugin_booknowbutton_article" rel="nofollow ugc">here</a> to learn how.</p>
<h4>How can I add my company logo and contact details to my Setmore Booking Page?</h4>
<p>Head to Apps & Integrations > Your Booking Page (Configure) > Company Details. Here, you’ll be able to customize your Booking Page with your logo and contact details.</p>
<h4>Can I remove the Setmore logo and branding from my Booking Page?</h4>
<p>Yes. You can remove Setmore brand elements from your Booking Page by upgrading to a Setmore Premium account. Once you upgrade, navigate to Apps & Integrations > Your Booking Page (Configure) > Booking Policies. Scroll down and turn off the switch for Setmore’s branding.</p>
<h3>Contributors & Developers</h3>
<p>Setmore Appointments was built by experts in the business productivity software industry.</p>


Setmore Appointments

The SetMore plugin enables your customers to book appointments with you online via your WordPress website.

Client Sync vs Setmore Appointments