Answers at a glance

Short, clear answers. Need more? Contact us or start a free trial.

Getting started

Is there a free trial?+

Yes—7 days. No contracts. Cancel anytime.

Can you import my clients?+

We support CSV import. If you’d like help, our team can do it for you.

How fast can we go live?+

Most teams launch the same day: set hours, add services, import contacts, start booking.

Do reminders go out automatically?+

Yes. Text and email confirmations, reminders, and no-show follow-ups run on autopilot.

Can we prevent double-booking?+

You can set buffers, staff hours, blackout dates, and guardrails against overlaps.

Recurring visits & waitlists?+

Built-in. Great for groomers, salons, trainers, and recurring services.

How is billing handled?+

Monthly by default. Annual saves more on Pro and Scale. You can switch plans anytime.

Do you charge SMS fees?+

Standard carrier pass-through fees may apply for high-volume messaging. We’ll notify you before you hit limits.

Refunds?+

You can cancel anytime. Refunds are handled case-by-case—reach out and we’ll take care of you.

Is my data secure?+

We use encrypted connections and follow best practices for account security and data backups.

HIPAA?+

ClientSync is not a HIPAA product. Clinics use us for non-PHI workflows (confirmations, scheduling, visit history).

Can we export our data?+

Yes. Export contacts and bookings anytime, or ask support and we’ll help.

Which integrations are available?+

Stripe for payments. Ask sales about Google Calendar, QuickBooks, and more—based on your plan.

Do you support custom fields?+

Yes. Create custom fields to track anything you need on client profiles and bookings.