by Joshua Jordan
0 (0 reviews)
Client Sync
Manage client registrations, appointments, payments, and appointment notes from a single, integrated system.
Compatible with WP 6.9.4
v3.7.2
Current Version v3.7.2
Updated 1 month ago
Last Update on 27 Feb, 2026
Refreshed 6 hours ago
Last Refreshed on
Rank
#47,093
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Active Installs
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Downloads
426
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Support Resolved
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Next Milestone 10
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10+
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Ranks to Climb
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8,000,000
Active Installs
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- Version
- 3.7.2
- Last Updated
- Feb 27, 2026
- Requires WP
- 5.8+
- Tested Up To
- 6.9.4
- PHP Version
- 7.4 or higher
- Author
- Joshua Jordan
Support & Rating
- Rating
- ☆ ☆ ☆ ☆ ☆ 0
- Reviews
- 0
- Support Threads
- 0
- Resolved
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Frequently Asked Questions
Common questions about Client Sync
The plugin is smart and will automatically display the correct interface:
* On a standard page: It will show the filterable calendar for time-slot appointments, or an availability search form if you primarily offer multi-day rentals.
* On an individual property/rental page: It will automatically detect the context and show the booking calendar for that specific item.
How do I set up a multi-day rental like a hotel room or vacation property?
In Client Sync > Dimensions, create a "Properties" dimension and set it as your Primary Dimension.
Create your individual properties (e.g., "The Beach House") as posts within that dimension.
On the edit screen for each property, find the "Primary Attributes" box and change the Booking Mode to "Date Range".
Set the Capacity to 1 for unique rentals, or more if you have multiple identical items (like "Standard Queen Room").
Link the property to a WooCommerce Product to enable payments.
Add the [clisyc_booking_form] shortcode to a general "Search" page, and also to the content of each individual property page. The shortcode will automatically show the right view in each location.
* On a standard page: It will show the filterable calendar for time-slot appointments, or an availability search form if you primarily offer multi-day rentals.
* On an individual property/rental page: It will automatically detect the context and show the booking calendar for that specific item.
How do I set up a multi-day rental like a hotel room or vacation property?
In Client Sync > Dimensions, create a "Properties" dimension and set it as your Primary Dimension.
Create your individual properties (e.g., "The Beach House") as posts within that dimension.
On the edit screen for each property, find the "Primary Attributes" box and change the Booking Mode to "Date Range".
Set the Capacity to 1 for unique rentals, or more if you have multiple identical items (like "Standard Queen Room").
Link the property to a WooCommerce Product to enable payments.
Add the [clisyc_booking_form] shortcode to a general "Search" page, and also to the content of each individual property page. The shortcode will automatically show the right view in each location.
When you create or edit your "Class" service (as a Primary Dimension item), find the Capacity field in the "Primary Attributes" box.
Set the capacity to the number of students you can accommodate (e.g., 15).
That's it! The booking form will now show a "Number of Attendees" field for that service.
How does Resource Scheduling work? (Pro)
This powerful feature allows you to create intersecting schedules. A time is only bookable if all required people, places, and things are available.
In Client Sync > Dimensions > System Setup, create your dimensions (e.g., "Practitioners", "Services", "Rooms").
Check the "Is Resource" box for any dimension that has its own limited availability, like "Rooms". (This is a Pro feature).
Edit a specific Room (e.g., "X-Ray Suite") and set its availability in its "Resource Availability Schedule" meta box (e.g., only available Tuesday mornings).
Edit a "Service" (your Primary Dimension) and set its general availability (e.g., available all week).
Link the service to the room in the Relationship Graph.
Now, a time slot for that service will only appear on the frontend calendar if it falls within both the Service's schedule AND the X-Ray Suite's schedule.
How do I create different forms for different services?
Client Sync uses Conditional Logic. Instead of creating separate forms, you create all the fields you might need in the Appointment Custom Fields tab. Then, for each field, you enable Conditional Logic and set rules like "Show this field ONLY IF Service Type is House Rental". The booking form will dynamically show the correct fields as the user makes their selection.
Set the capacity to the number of students you can accommodate (e.g., 15).
That's it! The booking form will now show a "Number of Attendees" field for that service.
How does Resource Scheduling work? (Pro)
This powerful feature allows you to create intersecting schedules. A time is only bookable if all required people, places, and things are available.
In Client Sync > Dimensions > System Setup, create your dimensions (e.g., "Practitioners", "Services", "Rooms").
Check the "Is Resource" box for any dimension that has its own limited availability, like "Rooms". (This is a Pro feature).
Edit a specific Room (e.g., "X-Ray Suite") and set its availability in its "Resource Availability Schedule" meta box (e.g., only available Tuesday mornings).
Edit a "Service" (your Primary Dimension) and set its general availability (e.g., available all week).
Link the service to the room in the Relationship Graph.
Now, a time slot for that service will only appear on the frontend calendar if it falls within both the Service's schedule AND the X-Ray Suite's schedule.
How do I create different forms for different services?
Client Sync uses Conditional Logic. Instead of creating separate forms, you create all the fields you might need in the Appointment Custom Fields tab. Then, for each field, you enable Conditional Logic and set rules like "Show this field ONLY IF Service Type is House Rental". The booking form will dynamically show the correct fields as the user makes their selection.