Click4Time Online Appointment Booking Training Guides

We want to make sure you have all the tools necessary to get the most from Click4Time. So, we’ve created a library of Training & How To Guides to help you explore and setup much of the system’s extensive features. If there are topics you feel need a guide, please let us know. We’re always looking to add content to our growing list.

Guides are added and updated often, so we recommend that you subscribe to our YouTube channel for all the latest content. Also you can return here to see what’s new.

Quick Setup Guide

We understand that new software with so many features can seem a bit overwhelming when you’re just getting started. We made this quick video to help you get your online booking calendar up and running in no time at all. This high level video covers the basic system setup. Check out our other videos for more specific in depth training.

Electronic Charting and SOAP Notes

If you are a health care provider, secure, flexible online charting is a must these days.
With electronic charting and SOAP notes, you can efficiently collect, manage and search patient treatment information and track your patient’s progress. Improve the fitness of your health and wellness business with our online clinic management system.

Managing Notifications

Online notifications are a critical feature of any online booking system. Click4Time has robust email and text message notification options to cover all your needs. This video walks you through the setup of notifications for clients and staff. We also cover how to edit the default email templates.

Managing Finances

Click4Time’s robust invoicing and receipt system has extensive financial and statistical reporting. To take advantage of these features, it’s important to fill out financial data like currency, taxes and invoice layout. This video will walk you through how to setup these options and more.

Creating and Managing Services

Services are the most basic component of Click4Time online booking system. In this video you’ll learn how to create services and categories. Also learn how to assign services to your staff or resources and setup current and future pricing. Click4Time allows you to require prepayment for bookings and flexible booking restrictions.

Creating and Managing Service Providers and Resources

Services are performed by either staff, Service Providers in our terms or Resources such as a tanning bed. Learn how to assign staff and resources to services and setup a basic recurring schedule. Click4Time has notification settings that allow each staff member to control what messages are important to them.

Creating and Managing Schedules

Each of your staff have their own availability which is set through their schedule.  In this video we will walk you through setting a basic recurring schedule as well as more complex irregular hours.  Our scheduling functionality allows for seasonal hours and even as granular as weekly availability.

Managing the Company Calendar

The heart of an Online Appointment Booking system is the company side Online Calendar. This video deals with features contained and the consideration associated with each feature. Features like booking and editing of appointments. Creating repeat appointments as well as appointment invoicing. We’ll discuss view filtering, conditional booking and unassigned booking lists and much much more…

Referral Network Builder Overview

This video walks you through setting up a business referral network. A referral network helps you fill your calendar with new clients referred by colleagues of synergistic businesses. We also cover how to create and manage Associates. Associate Referrals are one of the best ways to gain new clients from a quality source, another professional.

TheGiftCardCafe & Click4Time

Click4Time’s partnership with TheGiftCardCafe.com, the industry’s pioneer in online gift cards and gift certificates, makes it easy to sell online gift certificates, gift cards and promote special deals on your booking pages and website.  Take advantage of this amazingly powerful tool to boost sales and bring in more clients.

Email Marketing with MailChimp – Part 1 – Mailchimp Signup & Sync

MailChimp Integration with Click4Time Online appointment booking and clinic management software is a powerful and flexible dynamic duo for any health and wellness business or clinic. In this video we will discuss MailChimp Signup and Integration with your Click4Time Client contact list.

Email Marketing with MailChimp – Part 2 – Creating a Campaign

MailChimp Integration with Click4Time Online appointment booking and clinic management software is a powerful and flexible dynamic duo for any health and wellness business or clinic. In this video we will discuss creating an email marketing campaign with MailChimp to better promote your health and wellness clinic.

Email Marketing with MailChimp – Part 3 – Reports & Segments

MailChimp Integration with Click4Time Online appointment booking and clinic management software is a powerful and flexible dynamic duo for any health and wellness business or clinic. In this video we will discuss exporting Click4Time Reports to create a Segmented list in MailChimp.

How to Clear Your Browser Cookies – Chrome

Are you having difficulties logging into Click4Time? The first step is to clear your browser’s cookies. This video will walk you through the steps needed to clear your Google Chrome browser’s cookies.

How to Clear Your Browser Cookies – Firefox

Are you having difficulties logging into Click4Time? The first step is to clear your browser’s cookies. This video will walk you through the steps needed to clear your Firefox browser’s cookies.

How to Clear Your Browser Cookies – Safari

If you’re having difficulties logging in to manage your bookings on Click4Time, we recommend clearing your browser’s cookies. This video will walk you through the steps needed to clear your Safari browser’s cookies.

How to Clear Your Browser Cookies – Safari Mobile

If you’re having difficulties logging in to manage your bookings on Click4Time, we recommend clearing your browser’s cookies. This video will walk you through the steps needed to clear your Mobile Safari browser’s cookies.

How to Clear Your Browser Cookies – Chrome Mobile

If you’re having difficulties logging in to manage your bookings on Click4Time, we recommend clearing your browser’s cookies. This video will walk you through the steps needed to clear your Mobile’s Chrome browser’s cookies.

How to Clear Your Browser Cookies – Firefox Mobile

If you’re having difficulties logging in to manage your bookings on Click4Time, we recommend clearing your browser’s cookies. This video will walk you through the steps needed to clear your Mobile’s Firefox browser’s cookies.

How to Clear Your Browser Cookies – Internet Explorer 10 & 11

If you’re experiencing difficulties logging in to Click4Time to manage your bookings, we recommend first clearing your browser’s cookies. This video will walk you through the steps needed to clear your Internet Explorer 10 & 11 Browser

How to Clear Your Browser Cookies – Microsoft’s Edge Browser

If you’re having issues logging in to manage your online bookings with Click4Time, we recommend clearing your browser’s cookies. This video will walk you through the steps needed to clear the cookies of your Microsoft’s Edge browser.