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.