Features

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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
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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
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Client Management 1 Client Management 2 Client Management 3 Client Management 4 Client Management 5 Client Management 6 Client Management 7 Client Management 8 Client Management 9

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