CUSTOMIZATION AND USER DESIGN
- Choose a color scheme and branding to make the application resemble your business
- Customize keywords within the application to better match your business model
- Smart Dashboard aids admin/staff work flow and benefits usability for clients
- Embed a login form to your website to allow your users to connect to the application directly
- The software is completely responsive and looks great using any device
ACCOUNTING & FINANCES
- Review your income statement for any date range of your choosing
- Accept payments from clients; online or point-of-sale and save the data for analysis
- Track and categorize your expenses; one time expenses and recurring expenses
- Monitor your employees hours and wages, send payment slips with e-mail notifications
- Taxes collected are instantly at the ready when you need to report to the government
HUMAN RESOURCES
- Use time sheets to schedule hours for salary practitioners / contractors. Use a visually stunning user friendly calendar
- Use time sheets to schedule hours for salary staff. Choose between an hourly or annual rate
- Practitioners and staff can login and review their wages and past payments slips at any time
- Use customized deduction plans for handling income tax, union dues, pension plans, or anything your business needs
- HR Basic: pay your practitioners based on their accumulated hours and wage rate
- HR Advanced: pay your practitioners and staff based on an hourly salary or annual salary
SCHEDULING SYSTEM
- Track your business's sessions / appointments with a session list or calendar. Available to all users based on permissions
- Review the session statistics before the session and after with cost and profit analysis
- Automatic e-mail notifications sent to clients and staff of upcoming appointments. Helps to reduce cancellations
- Find practitioners with availability that coincide with the client, and filter for matching skills and locations
- After session reporting (assessments) that are 100% configurable using anecdotal records, lists, evaluation pie charts and more
SALES / CLIENT MANAGEMENT
- Keep track of your client sales with client manager. Client manager stores notes, todos, and quotes sent to the client. Works great for sales teams
- Store your clients availability when you need to match them with one of your practitioners. They can also update this from the client side
- Offer your clients a user friendly interface for making online payments. They never leave your site and the process is simple and fast
- Client Smart Dashboard focuses their attention so for 90% of their tasks they never leave that page
- Your clients can quickly and easily review their session notes / assessments and download or review their receipts