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.

Amrit Anandh

Midhu

WPCal.io

Yuvaraj Senthil

Schedule Meetings in under 30 seconds without searching through your calendar and all the back-and-forth emails.
Check the website – <a href="https://wpcal.io/" rel="nofollow ugc">https://wpcal.io/</a>
Try a demo – <a href="https://demo.wpcal.io/" rel="nofollow ugc">https://demo.wpcal.io/</a>
<h4>FULLY NATIVE & SELF-HOSTED</h4>
This is a fully native, self-hosted plugin where all booking management is done completely inside the WP-Admin itself.
<h4>HOW IT WORKS:</h4>
<ol>
<li>Set your availability (One-time setup) – Let us know your availability by either setting it up yourself or by connecting your calendars.
</li>
<li>Send your clients a link to your booking page – To schedule a meeting with someone, share the link to your personalized booking page via email.
</li>
<li>They choose a convenient slot – Your clients can choose an available slot by selecting a preferred date and time.
</li>
<li>Voila! Your meeting is scheduled! – Your meeting is scheduled in just a few clicks. No checking calendars or sending emails back and forth.</li>
</ol>
Never ask “what time works for you?” again. Your clients can quickly view your real-time availability and self-book their own appointments—reschedule with a click, and eliminate all back-and-forth emailing.
<h4>WHAT YOU CAN USE IT FOR?</h4>
<ul>
<li>Consultation</li>
<li>Interviewing</li>
<li>Customer Engagement</li>
<li>Sales & Marketing</li>
</ul>
<h4>YOUR TIME. YOUR RULES.</h4>
<ul>
<li>Control the duration of meetings</li>
<li>Add multiple types of locations like in-person meeting, over the phone, web conferencing apps or even ask the invitee to enter a location etc from which invitees can choose one</li>
<li>Cap the number of bookings per day</li>
<li>Completely flexible availability – Choose particular days of the week, hours of the day etc. to be available/unavailable</li>
<li>Prevent last-minute bookings</li>
<li>Set aside time before or after events</li>
<li>Let invitees answer a question while booking an event</li>
</ul>
<h4>CALENDAR APPS INTEGRATIONS</h4>
2-way sync for Calendars – New meetings booked via WPCal will be added to your Calendar app and when an event is directly added to your Calendar app, that timeslot will be blocked from your WPCal availability.
<ul>
<li>Google Calendar</li>
<li>Outlook Calendar (coming soon)</li>
<li>Office 365 (coming soon)</li>
<li>iCloud Calendar (coming soon)</li>
</ul>
<h4>WEB CONFERENCING APPS INTEGRATIONS</h4>
<ul>
<li>Google Meet/Hangouts</li>
<li>GoToMeeting</li>
<li>Zoom</li>
<li>Microsoft Teams (coming soon)</li>
<li>Webex (coming soon)</li>
</ul>
<h4>>> ALL PREMIUM FEATURES ARE 100% FREE DURING THIS TIME OF CRISIS</h4>
Install this plugin and we’ll onboard you to use the Premium features for free.
<h4>PREMIUM FEATURES (RELEASED)</h4>
<ul>
<li>Unlimited admin users per site.</li>
<li>Unlimited Event types.</li>
<li>Unlimited calendar accounts per admin user.</li>
<li>Customizable email notifications and reminders.</li>
<li>Brand customization of booking page – Customize the fonts and accent colors of the booking widget to match your brand’s look and feel.</li>
</ul>
<h4>PREMIUM FEATURES (COMING SOON)</h4>
<ul>
<li>Recurring events – Invitees can book an event that recurs periodically.</li>
<li>Group events – Host multiple invitees at the same event for tours, webinars, trainings and more.</li>
<li>Team events – Pooled availability options for teams (round robin, collective scheduling, multiple team members on one page).</li>
<li>Make me look busy – If you have a lot of availability, you can appear a bit more booked up or busy to your clients.</li>
<li>Avoid meetings scattered throughout your day – If you offer slots throughout the day, you can avoid meetings scattered through your day.</li>
<li>Custom multi-type questions for invitees while booking (Answer type: Checkbox and Radio).</li>
<li>Stripe and PayPal integrations – Connect your payment accounts so invitees can submit credit card payments securely upon scheduling a meeting with you.</li>
<li>Custom integrations with webhooks – Build your own integrations using the plugin’s webhooks.</li>
<li>Over 700 app integrations with Zapier – Easily trigger actions in other apps after an event is scheduled or canceled. Zapier supports 700+ apps including Slack, ActiveCampaign, MailChimp, join.me and much more.</li>
</ul>
Take back control of your time! If you regularly schedule meetings with others, you should really check out the plugin.
A simple and more native alternative to Calendly for WordPress.

WPCal.io – Easy Meeting Scheduler

Your clients can quickly view your real-time availability and self-book their own slots, and eliminate all back-and-forth emailing.

Client Sync vs WPCal.io – Easy Meeting Scheduler