Once Documenti is connected, Clinic Membership pushes operational data to Documenti automatically. Full clinical notes, treatment maps, and signed consents stay in Documenti, reception does not need access to those to run the diary.
Syncs from Clinic Membership → Documenti
- Patients: name, email, phone, and date of birth when you create or update a record.
- Appointments, service name, clinician, times, and status (including cancellations and no-shows) for the daily list.
- Active memberships: patients with a live membership are flagged VIP in Documenti.
- Internal admin notes on the patient card, for reception–clinician handover, not full clinical notes.
- Tasks: assign in either system; they appear in both when staff emails match.
Stays in Documenti only
- Clinical notes, consultation templates, and treatment maps.
- Consent forms and signed PDFs.
- Professional product batches used during injectable treatments.
- Procedure setup and which consents each procedure requires.
Stays in Clinic Membership only
- Bookable services, pricing, deposits, and online booking rules.
- Membership plans, perks, and subscription billing.
- Retail products, POS stock, gift vouchers, and invoices.
- Marketing emails, reminders, and WhatsApp notifications.
Tip
Changes usually reach Documenti within about a minute after a booking or patient update, not instantly. See How patient matching works if someone is missing from the daily list.
