Booking on the Calendar provides a more complete scheduling and client experience compared to creating a Stand-alone invoice.
Booking appointments on the Calendar
Client communication
Clients receive a booking confirmation email with appointment details
Includes location (virtual link or in-person address)
Clients receive appointment reminders:
24 hours before
Within 1 hour of the appointment
Payment reminder emails are sent on day 3 and day 6 if the invoice is unpaid
Scheduling and visibility
Appointment appears on your Calendar
Also visible in the Upcoming tab and Client profile
Allows for one-click access to virtual sessions
Billing workflow
After the session, click Mark Session Complete
Invoice details (date, service, line items) are automatically populated
Stand-alone invoices
Manual setup
No linked appointment
Date and line items must be entered manually
Client communication
No booking confirmation or appointment reminders
No automatic payment reminder emails are sent
Use case
Best for:
Sessions not scheduled on the Calendar
Administrative or miscellaneous charges
Tip
Use the Calendar whenever possible for a smoother client experience and built-in reminders.
If you need help managing your billing, please contact our support team at support@trova.health.