Session Notes that Practically Write Themselves
You will want to ditch your old paper ways when you see just how easy it is to switch to digital.
- Create custom session note templates and share those with other practitioners across your practice.
- You can type, dictate or handwrite notes, even upload important supporting documents.
- Take notes anywhere you have internet on a desktop, laptop or tablet device.
Important Details at a Glance
Your admin calendar is super fast and easy to navigate, making it a breeze to see who’s booked and which clients need special attention.
- Color code your services or staff and filter your view for a quick overview of the week’s appointments and tasks.
- Easily identify any appointments pending approval or those that have outstanding balances, without a single click.
- Visual indicators help you identify first time clients and those who have outstanding forms to complete.
Client & Practitioner Notifications
Appointment bookings and changes are seamlessly communicated to clients and practitioners by email or text message.
- Clients and practitioners receive booking confirmations at the time of booking. Set when and how reminders are sent to clients and practitioners.
- Email and SMS content can be customized to suite your practice’s needs.
- Email tracking so you always know if your client received and opened booking notifications, invoices and form requests.
Security is a Priority
We go to great lengths to ensure your data is safe and secure. All information is encrypted and processed in accordance with federal, provincial/state and governing body regulations. We help guard your client’s data.
Client Information
Keeping track of client data has never been easier. Our user-friendly system allows you to customize your data fields, so you can easily capture the information that’s most important to your business. Plus, with the ability to link clients, you can simplify appointment booking for families and groups.
Passionate Support
We’re passionate about providing our customers with the best possible experience. That’s why we’ve assembled a team of knowledgeable and friendly support specialists who are always ready to help.
Other Features
Audit trails throughout so you always know who did what and when, force certain clients to pre-pay upfront when booking, clients can manage their bookings and download receipts from their online account, reducing admin work for your practice and so much more…See other features.