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

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

Keep track of your client sales with client manager. Client manager is a client relationship manager or CRM that stores notes, todos, and quotes sent to the client. The client manager works great for sales teams that need to stay organized and collaborate effectively together.
Create your personalized, tailor-made sales funnel and efficiently monitor the progression of your potential clients throughout the sales journey. Harness the power of automation and foster seamless collaboration between your sales team and client relations specialists. Our streamlined sales funnel solution is so intuitive that you'll hardly even notice you're utilizing one.
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

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

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.

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

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