Posts by adminjosh
Automatic Payment Subscriptions
Can Client Sync be set up for monthly automatic payment subscriptions? I have a client who wants a subscriber to get 4 meetings a month for a set price.
Yes, absolutely.
Based on the code structure we have been working with (specifically the Pro Memberships Module), this is exactly what that feature was designed to do.
You will need the Client Sync Pro add-on and the WooCommerce Subscriptions plugin.
Here is the exact workflow to achieve “4 meetings a month for a set price”:
1. The Setup Logic
You are going to create a Membership Plan in Client Sync that acts as a “rule set” (e.g., “Allow 4 bookings per month for free”). Then, you will link that rule set to a WooCommerce Subscription product that handles the recurring billing.
2. Step-by-Step Configuration
Step A: Create the Membership Plan
- Go to Client Sync > Memberships (or
Forms->Add New->Membership Plandepending on your menu structure). - Title: “Monthly Consulting Plan”.
- Add Rule:
- Apply To: Select “All Services” (or a specific service like “Consulting Call”).
- Rule Type: Booking Limit.
- Value: 4.
- Period: Per Month.
- (Note: Based on your
Membership_Rules_Enginecode, if a user is under their limit, the price automatically becomes $0.00 in the cart).
- Save the plan.
Step B: Create the WooCommerce Product
- Go to Products > Add New.
- Product Type: Simple Subscription (requires WooCommerce Subscriptions plugin).
- Price: Set the monthly fee (e.g., $200 / month).
- Publish the product.
Step C: Link Them
- Go back to your Client Sync Membership Plan from Step A.
- Look for the “WooCommerce Subscription Link” meta box in the sidebar.
- Search for and select the Subscription Product you created in Step B.
- Save.
3. How it works for the Customer
- Purchase: The client buys the subscription on your site via WooCommerce.
- Activation: The
WC_Subscriptions_Integrationclass in your code detects the payment and automatically tags that user account with the Membership Plan ID. - Booking:
- The user logs in.
- They go to the booking form.
- Bookings 1-4: The system sees they have a membership. It shows the price as $0.00 (Included in Membership) and lets them book instantly.
- Booking 5: The system checks the
_get_user_usage_for_periodlogic, sees they hit the limit of 4, and either blocks the booking or charges the full normal price (depending on how you set up additional rules).
- Renewal: Next month, WooCommerce charges the card. The membership stays active, and the usage counter resets to 0 automatically.
- Cancellation: If they cancel payment, the integration code removes the membership flag, and they can no longer book for free.
Client Sync Pro
Stop Wrestling with WordPress Bookings. Meet Client Sync Pro.
If you run a service-based business, you know the nightmare: You have a client who wants an appointment, a staff member who needs to be free, and a specific room or piece of equipment that must be available—all at the same time. And for medical practices, you have the added burden of keeping that data secure.
Most WordPress plugins crumble under that complexity. They either slow down your site, force you into a rigid box, or leave sensitive data exposed.
Enter Client Sync Pro.
Built on a high-performance architecture using custom database tables, Client Sync isn’t just a calendar—it’s a complete logic and security engine for your business.
Why Pro changes the game:
- 🧩 True Resource Scheduling: Do you rent boats? Manage a medical clinic? Run a salon? With our unique “Dimensions” system, a booking is only confirmed if the Service, the Staff Member, AND the Room/Equipment are all available simultaneously. No more double-booking your X-Ray room or your best pontoon boat.
- 🔒 HIPAA Compliance Suite: Secure your practice with enterprise-grade protection. Our new HIPAA Mode encrypts patient notes at rest, anonymizes data before it syncs to Google Calendar, and maintains a tamper-resistant audit log of every staff interaction.
- 🔄 2-Way Google Sync: Your staff lives in Google Calendar. Client Sync Pro pushes appointments to their phone instantly and blocks off time in WordPress if they add a personal event in Google—all while stripping sensitive patient names to keep you compliant.
- 💳 Dynamic WooCommerce Payments: We don’t just “support” WooCommerce; we integrate deeply. Charge different rates for weekends, offer membership discounts, or require deposits. The booking flow feels native and professional.
- 👥 Memberships & Packages: Turn one-off customers into recurring revenue. Sell membership tiers that grant booking credits or exclusive discounts automatically.
- 📊 Manager Timeline View: See your entire business at a glance. Our “Video Editor style” timeline visualization lets you spot gaps and overlaps across all your resources instantly.
Whether you need simple time slots, multi-day rentals, or a secure medical scheduling platform, Client Sync scales with you without bloating your database.
Client Sync
Tracking Your Client Appointments, Notes, Billing & Progress
Stop Juggling Multiple Systems. Start Managing Your Entire Client Lifecycle with Client Sync.
The Ultimate WordPress Appointment Plugin for Service Professionals
Tired of slow, clunky booking plugins that can't keep up with your business? Client Sync is a powerful, high-performance WordPress appointment plugin built from the ground up for service-based businesses, clinics, and consultants who demand speed, reliability, and total control.
From the first booking to the final payment, Client Sync provides a single, integrated system to manage client registrations, appointments, payments, and detailed notes—without sacrificing your website's performance.
[Button] Get Client Sync Now | [Link] View Live Demo
Why Choose Client Sync Over Other WordPress Booking Systems?
Other plugins rely on the standard WordPress post table, which slows to a crawl with thousands of appointments. Client Sync is different. We use a custom, optimized database architecture to handle massive appointment volumes, ensuring your booking calendar loads instantly, every time.
-
⚡ Blazing-Fast Performance: Our custom tables ensure your site remains fast and responsive, even with complex schedules and thousands of available slots. No more frustrated clients waiting for a calendar to load.
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💳 Seamless WooCommerce Integration: Go beyond simple booking. Require deposits, accept full payments, or even set up "Pay on Day" automatic charges for a professional, automated payment workflow.
-
🎨 Unmatched Customization: Create the exact booking experience you need. With unlimited custom fields—including our unique Image Map for visual annotations—and flexible availability rules, Client Sync adapts to your business, not the other way around.
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🤖 Powerful Automation: Set your availability generation and appointment reminders on autopilot. Reduce no-shows and administrative work so you can focus on what you do best: serving your clients.
(Image/Graphic: A visual comparison showing a fast-loading Client Sync calendar next to a slow, generic one.)
A Complete Feature Set for Professional Client Management
| Feature | Client Sync | Other Plugins |
| High-Performance Custom Tables | ✅ | ❌ |
| Availability Dimensions (Service, Location, etc.) | ✅ | Limited |
| WooCommerce "Pay on Day" Auto-Charge | ✅ | ❌ |
| Image Map Custom Field | ✅ | ❌ |
| Frontend Manager Dashboards | ✅ | Limited |
| Automated Slot & Reminder Cron Jobs | ✅ | ✅ |
| iCal/.ics Export | ✅ | ✅ |
[Button] View All Features
What Our Users Are Saying
"Client Sync transformed how we manage our clinic's bookings. The speed is incredible, and the WooCommerce payment options have streamlined our entire process. A must-have for any serious service business."
– Jane D., Clinic Owner
Ready to Upgrade Your Booking System?
Experience the difference a high-performance WordPress appointment plugin can make. Get started with Client Sync today and give your clients the seamless booking experience they deserve.
Get Client Sync Now - 30-Day Money-Back Guarantee!
Custom Admin CSS WordPress Plugin
Free! Like Speech.
It is so easy and useful that I thought I should pass it on.
This is the code that is in the file. Install this plugin like any other in your WordPress Administrator area.
- Navigate to Settings > Custom Admin CSS in the admin menu.
Features and Security
- Simple Interface: A straightforward textarea for CSS input.
- Admin-Only: The CSS only affects the backend, thanks to the admin_head hook.
- Secure: The wp_strip_all_tags function removes HTML tags from the input, ensuring no malicious code (like <script>) can be executed, while preserving CSS syntax.
- Permission Check: Only users with manage_options capability (typically administrators) can access the settings.
Notes
- The CSS applies globally to all admin pages. For specific pages, you’d need to add conditions using get_current_screen() (beyond this basic version).
- No preview is included, but you can test styles by saving and refreshing an admin page.
This plugin provides a simple, effective way to customize the WordPress admin area’s appearance with your own CSS!
<?php
/*
Plugin Name: Custom Admin CSS
Description: Allows adding custom CSS to the WordPress admin area.
Version: 1.0
Author: Your Name
*/
// Add settings page to the admin menu
function custom_admin_css_add_menu() {
add_options_page(
'Custom Admin CSS', // Page title
'Custom Admin CSS', // Menu title
'manage_options', // Capability required
'custom-admin-css', // Menu slug
'custom_admin_css_settings_page' // Callback function
);
}
add_action('admin_menu', 'custom_admin_css_add_menu');
// Render the settings page
function custom_admin_css_settings_page() {
?>
<div class="wrap">
<h1>Custom Admin CSS</h1>
<form method="post" action="options.php">
<?php
settings_fields('custom_admin_css_options');
do_settings_sections('custom-admin-css');
submit_button();
?>
</form>
</div>
<?php
}
// Register settings with sanitization
function custom_admin_css_register_settings() {
register_setting(
'custom_admin_css_options', // Option group
'custom_admin_css', // Option name
'custom_admin_css_sanitize' // Sanitization callback
);
add_settings_section(
'custom_admin_css_main', // Section ID
'Main Settings', // Section title
'custom_admin_css_section_text', // Callback for description
'custom-admin-css' // Page slug
);
add_settings_field(
'custom_admin_css_textarea', // Field ID
'Custom CSS', // Field title
'custom_admin_css_textarea', // Callback for field
'custom-admin-css', // Page slug
'custom_admin_css_main' // Section ID
);
}
add_action('admin_init', 'custom_admin_css_register_settings');
// Sanitize the CSS input
function custom_admin_css_sanitize($input) {
return wp_strip_all_tags($input); // Removes HTML tags, keeps CSS
}
// Section description
function custom_admin_css_section_text() {
echo '<p>Enter your custom CSS below to style the WordPress admin area:</p>';
}
// Textarea for CSS input
function custom_admin_css_textarea() {
$css = get_option('custom_admin_css', ''); // Load saved CSS or empty string
echo '<textarea name="custom_admin_css" rows="10" cols="50">' . esc_textarea($css) . '</textarea>';
}
// Output CSS in admin head
function custom_admin_css_admin_head() {
$css = get_option('custom_admin_css', '');
if (!empty($css)) {
echo '<style type="text/css">' . wp_strip_all_tags($css) . '</style>';
}
}
add_action('admin_head', 'custom_admin_css_admin_head');
?>
Image Marker
Image Marker for Gravity Forms
Ask about our discount bulk pricing here.
Interactively mark specific points on an image
We've developed a custom Gravity Forms field called Image Marker, designed to enhance form functionality by allowing users to interactively mark specific points on an image directly within a form. This field is perfect for scenarios where visual input is valuable-think marking pain points on a medical diagram, indicating locations on a map, or highlighting areas of interest in a photo. It's built to integrate seamlessly into the Gravity Forms ecosystem, providing an intuitive experience for both form administrators and end-users.
Doctors, for medical notes.
Medical Recording, Interactive Patient Form.
Medical Patient Onboarding Tool
Key Features
Here's what makes the Image Marker field stand out:
- Interactive Marking: Users can click on an image to place marks-visualized as small indicators like red dots-and the coordinates of these marks are captured and stored for processing.
- Mandatory Input Option: Administrators can set the field as "Required," ensuring users add at least one mark before submitting the form. If no marks are added, a validation message prompts the user to engage with the image.
- Customizable Settings: In the Gravity Forms editor, form creators can configure the field by selecting the image, setting canvas dimensions, and applying options like CSS classes or conditional logic for a tailored setup.
- Processed Output: After submission, the marks are scaled to the original image size, drawn onto the image (e.g., as red dots), and saved as a new file linked to the form entry.
- Email Integration: The marked image is automatically included in Gravity Forms' email notifications, so recipients can see the user's input right in their inbox.
- User-Friendly Design: The field blends naturally into Gravity Forms, appearing as a standard field type with its own settings and validation, making it easy to use for everyone involved.
- Real-Time Interaction: Front-end JavaScript powers the interactive experience, capturing clicks on the image and storing coordinates in a hidden input field for submission.
If you are interested in the plugin please get in touch with us.
Screenshots of the back end interface
Use any image you like for your form
We built a new type of form field where you can leave detailed marks. Try clicking on the silhouettes and submit the form.
(DEMO) New Patient Questions
Advanced SEO (Search Engine Optimization)
Advanced SEO (Search Engine Optimization) involves a comprehensive strategy to improve your website’s visibility on search engines like Google. Here’s what it typically includes:
1. Keyword Research and Analysis
- In-depth Keyword Research: Identifying high-value keywords and phrases that your target audience uses to find services like yours.
- Competitor Analysis: Analyzing competitors’ keywords and strategies to identify opportunities.
2. On-Page Optimization
- Content Optimization: Creating and optimizing high-quality content that includes targeted keywords naturally.
- Meta Tags: Crafting compelling meta titles and descriptions for each page to improve click-through rates.
- Header Tags: Structuring content with appropriate header tags (H1, H2, H3, etc.) to enhance readability and SEO.
- Image Optimization: Adding alt text and optimizing images for faster loading times and better search visibility.
3. Technical SEO
- Site Speed Optimization: Ensuring your website loads quickly on all devices, which is crucial for both user experience and SEO.
- Mobile Optimization: Making sure your website is fully responsive and performs well on mobile devices.
- SSL Certificate: Ensuring your site is secure with HTTPS, which is a ranking factor for Google.
- Schema Markup: Implementing structured data to help search engines understand your content and enhance search results (e.g., rich snippets).
4. Content Strategy and Development
- Content Creation: Developing a content calendar and creating valuable, engaging content (e.g., blog posts, articles) that attracts and retains visitors.
- Content Marketing: Promoting your content through various channels to increase visibility and drive traffic.
5. Link Building and Off-Page SEO
- Backlink Strategy: Acquiring high-quality backlinks from reputable websites to improve your site’s authority and ranking.
- Social Media Integration: Leveraging social media platforms to increase engagement and drive traffic to your site.
6. Local SEO (if applicable)
- Google My Business Optimization: Setting up and optimizing your Google My Business profile to improve local search visibility.
- Local Citations: Ensuring your business information is consistent across local directories and review sites.
7. Analytics and Reporting
- Performance Tracking: Using tools like Google Analytics and Google Search Console to monitor your site’s performance.
- Regular Reports: Providing detailed reports on key metrics (traffic, rankings, conversions) and actionable insights for ongoing improvement.
Client Onboarding Outline
Understanding Business and Goals:
- Can you provide an overview of your business and the services you offer?
- What are your primary goals for the new website? (e.g., attracting new clients, providing information, offering online services)
- Who is your target audience? (demographics, interests, needs)
- Do you have any specific branding guidelines or elements you want to incorporate?
Current Website and Design Preferences:
- Do you currently have a website? If so, what do you like and dislike about it?
- Are there any websites that you admire or would like to model your site after? (Gather URLs and specific features they like)
- What kind of content will you need on the website? (e.g., blog, portfolio, client testimonials, contact forms)
- Do you have any preferences regarding the website’s design and layout? (color scheme, style, images)
Functional Requirements:
- What specific features or functionalities do you need? (e.g., appointment booking, client portal, e-commerce, newsletter signup)
- Do you need integration with any specific tools or platforms? (e.g., CRM, email marketing, social media)
Technical and Logistical Details:
- Do you already have a domain name and hosting provider?
- Who will be responsible for updating the content on the website? (you, your team, or will you need ongoing support)
- What is your budget for this project?
- What is your desired timeline for the project? (start date, launch date)
SEO and Marketing:
- Do you have an existing SEO strategy, or will you need help with SEO?
- How do you plan to promote your website once it’s live? (e.g., social media, online ads, email marketing)
Post-Launch Support:
- What level of ongoing support will you need after the website is live? (maintenance, updates, troubleshooting)
- Are there any other services you might need assistance with? (e.g., graphic design, copywriting, social media management)
Next Steps:
- Are there any other stakeholders involved in the decision-making process?
- When would you like to schedule a follow-up meeting to discuss the proposal and next steps?
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