KEY FEATURES
Access your business data from anywhere at any time. Manage your entire business with one easy to use tool.Manage Clients
Collect client information, notify them of upcoming sessions and allow them to login and review their service history.
Manage Practitioners
Track their availability, client appointments, wages earned, and keep the lines of communication open.
Manage Staff
Permission-based roles allows you to assign staff to specific areas, such as: Human Resources, Accounting, and Operations.
Visual Calendar
Easy to use and visually stunning calendar to help your clients and staff manage their time and appointments.
Tasks & Requests
Send requests to your clients or tasks to your practitioners / staff when you need their cooperation or input.
Accounting & Billing
Accounting options to handle point-of-sale, pay-in-advance, and invoicing models. Taxes & deductions schema configurable.
Records Management
Store physical, electronic and data records safely and securely. HIPAA and Infosec compliant.
Human Resources
Powerful tools like time sheets and deductions to track / schedule staff and initiate deductions based on labor laws.
Customized Appearance
Choose your color scheme, and customize key phrases to compliment your specific business appearance.
Automated Assistants
Automation covers e-mail notifications, text messaging, security changes, invoicing, receipts, welcome messages and more.
Data Import & Export
Export data for daily use or as an additional backup. Import data in bulk for faster migration to the software.
Online Payment Processing
Payment processing through Stripe and PayPal. Collect from your clients quickly and effortlessly.
