Features

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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International Number: 1 (917) 810-7569 Start Free Trial
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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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Use one tool to organize and manage your growing business. Start Free Trial

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
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Call Us Toll Free: 1 (844) 588-2200

International Number: 1 (917) 810-7569 Start Free Trial
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RECORDS MANAGEMENT

  • Choose from 3 different record types: physical records at a specific location, upload electronic records, create data records
  • Multi-layered access control through user permissions and record permissions to limit access according to your specific needs
  • Complete record auditing system that monitors pages visited and records accessed
  • Automate record deletion/reporting and/or notification of impending record deletions for temporary records
  • Create detailed reports for HIPAA and InfoSec compliance. Meeting compliance requirements is easy and effortless

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Product management system added as of September 2018 Start Free Trial

PRODUCT SYSTEM

  • Track your business's product offerings; inventory, sales, and profit
  • 3 product roles available to your users to manage products and purchases. Assign a product manager, cashier manager, or cashier to your staff.
  • Full backend control over products, purchases, taxonomy, categories of products, characteristics of products, sales tax, and tax collection.
  • With the addition of the product system, Bizstim business management software can be utilized by all service-based and product-based companies of any size.
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Call Us Toll Free: 1 (844) 588-2200

International Number: 1 (917) 810-7569 Start Free Trial
Human Resources 1 Human Resources 2 Human Resources 3 Human Resources 4 Human Resources 5 Human Resources 6

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

Call Us Toll Free: 1 (844) 588-2200

International Number: 1 (917) 810-7569 Start Free Trial

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
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