Robust Client Management
Client Appointment History
Make better business decisions by keeping track of your clients’ appointment history along with notes and payment history. Has Sally missed her last three appointments? Maybe it’s time to set up pre-authorized payments.
Client Communication history
Have total control of the communication history between you and your clients for complete transparency. With the client communication history feature, emails and SMS for notifications and appointment reminders are tracked and always easily accessible.
Client Payment HistorySave more time by streamlining your payment system. View your clients’ payment history from their past appointments and easily track down old receipts and invoices.
View your most important data in seconds so you can empower yourself to make the best decisions for your business. Did you have 5 no-shows last week? It’s time to evaluate. View client reports for appointments and revenues from custom time frames.
Have piles of client documents that are taking up space? Do you have a habit of losing your notes? Do you try to remember that Danielle is allergic to nuts? Easily enter your notes and keep them organized while reducing paper clutter by storing them safely via your scheduling software.
Store All Forms, Documents in ProfileDigitize and streamline all of your documents while reducing paper waste. Store all forms, images and other documents in one place.
Merge ClientsKeep your client database organized by having the ability to merge duplicate client profiles into one condensed profile with just a couple clicks.
Custom Client Alerts
DependentsWant to set up an appointment for a dependent? The dependents feature gives you the flexibility to book appointments for your clients’ dependents.
Custom Form Builder
Streamline all of your forms, keep them safe, reduce paper waste and save more time by building custom forms to send to clients for them to fill (or complete yourself) after appointments.