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All-in-one practice management software for nutritionists & dieticians
Say goodbye to clunky EHR software and multiple tools. Manage your practice, reduce scheduling and admin time and grow your nutrition business with the smartest investment you could ever make.
* No credit card required
Scheduling (Calendar)
A smart calendar for an easier day
A smart, online calendar that lets you spend more time with clients!
- Schedule appointments color-coded by nutrition service type.
- View dietician and resource availability at a glance.
- Have the essentials like intake forms, charts, client profiles, invoices and reminders created just for you!
Custom appointment confirmation
Confirm and remind clients of upcoming appointments by email and text.
Get clients prepared for their appointments, from parking directions to intake forms, and even have the booking added to their personal calendars.
Multi locations & dieticians
Manage your multi-location practice from one central location complete with calendars for every location and dietician.
Plus, get custom “Book” buttons with a different theme or language.
Drag & drop scheduling
Quick-add appointments or recurring appointments based on custom availability.
Plus, rearrange with a simple drag and drop.
Smart calendar assistant
Have the instant scheduler easily find the earliest available appointment of dieticians without having to dig.
Plus, get pinged whenever clients make any changes, leave reviews or pay!
Online Booking
Take scheduling off your plate
The most loved online booking experience. Reduce scheduling and admin-related time (and grow your practice!). Auto-sync forms to the online booking process and even send automated reminders.
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Online bookings OR requests
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Smart-match nutrition services (or appointment requests) with the appropriate registered dietician booked in the right room.
Provide clients with a self-service portal to manage their appointments.
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Client portal
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Empower your clients with a self-service portal to easily manage their appointments, online forms, meal planning, invoices, and even provide you SEO optimized online reviews.
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Smart schedule management
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Flexible design of your online booking schedule. Only offer certain services on Monday afternoons? Need more time for follow-up? Customize your schedule.
Block time off so your calendar only shows when dieticians and resources are available.
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Front-desk & dietician notifications
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Trigger admin and practitioner alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings. Reschedule with a single click.
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Automatic intake forms
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Link customized forms (such as meal plans, health questionnaires, intake, etc) to the booking process. Link forms to specific services and send them automatically. Forms will be saved in each client’s record.
See when clients have outstanding forms and follow up with a click.
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Auto booking policies & payments
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Incorporate rules and policies like minimum notice time, cancellation or waivers into your booking process and require clients to complete and/or sign off.
Save cards or accept deposits on file for built-in no-show protection.
Smart-match nutrition services (or appointment requests) with the appropriate registered dietician booked in the right room.
Provide clients with a self-service portal to manage their appointments.
Empower your clients with a self-service portal to easily manage their appointments, online forms, meal planning, invoices, and even provide you SEO optimized online reviews.
Flexible design of your online booking schedule. Only offer certain services on Monday afternoons? Need more time for follow-up? Customize your schedule.
Block time off so your calendar only shows when dieticians and resources are available.
Trigger admin and practitioner alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings. Reschedule with a single click.
Link customized forms (such as meal plans, health questionnaires, intake, etc) to the booking process. Link forms to specific services and send them automatically. Forms will be saved in each client’s record.
See when clients have outstanding forms and follow up with a click.
Incorporate rules and policies like minimum notice time, cancellation or waivers into your booking process and require clients to complete and/or sign off.
Save cards or accept deposits on file for built-in no-show protection.
Appointment Reminders
Reduce no-shows with automatic reminders
Professional appointment reminders. Increase attendance and reduce follow-up time. Complete with directions, intake forms, links to the self-serve portal and more.
Client appointment reminders
Reduce no-shows without any effort via automated email and SMS reminders.
- Impress clients with directions, forms to complete and personalized notes.
- Clients will love the links to the self-serve option to reschedule, cancel and book future appointments 24/7.
Forms & payment reminders
Get more time back so you can spend more time with your clients.
- Send a follow-up email with a single click whenever clients haven’t filled out forms or have outstanding payments.
- Clients will receive an automated email to encourage them to complete outstanding tasks.
EMR
Your client’s total picture in one place & fast charting
Smart client management and charting. Supercharge your organization – no more tools – and manage your practice from your phone. Plus, reduce charting time, from writing to filing.
Appointment & charting history
Have a 360-degree view of client profiles at your fingertips. Store client details like birthdays, alerts, appointment history, forms, documents, charts, invoices/payment history, reminders, other documentation and more, accessible from anywhere you are, across any device.
Fast, custom charting
Create custom charts with checkboxes and other fields in minutes so you can spend less time writing. Plus, insert commonly used text with a click and even a chart from your tablet! Let your clients fill in data for you before consultations and even store multiple questionnaires for different types of consultations.
Manage outstanding tasks
Easily identify pending forms and unpaid or partially paid payments directly from each patient’s record. Plus, follow up with a click.
Automatic chart filing
Back-up files are quicker, easier, more secure and more clean than maintaining paper-based records. Write and store charts automatically within each client’s record and quickly retrieve ad-hoc notes in a pop-up style. Plus, enables the protection and encryption of all charts.
Online Forms
Spend less time on intake & admin
Automatic, electronic forms. Reduce the administrative effort – printing and filing and link them to the online booking process for completely automatic send-out and filing (intake, etc.).
Online forms
Use Yocale’s drag-and-drop form builder to create online forms like intake forms or mean plans in minutes or use our pre-made templates. Yocale can help build your existing forms in any format, all included in your subscription.
Automate questionnaires
Automatic filing
Invoicing & payments
Get insights into your practice, save on payments & ease client billing
Get insights into your practice, save on payments & ease client billing
Automatic invoices, 1-click payments and client invoice access for less billing time. Also, reduce payment processing fees with wholesale rates. Plus, get key practice stats to keep your business on track.
Key practice stats
Get key insights into your practice at a glance! Track your retentions, booking revenue, sales summary, historical metrics, and more!
Automatic invoices & secure payments
Auto-generate invoices – customizable with your registration number – and process payments in a click from your Yocale smart calendar. Save cards on file for even faster future billing and/or to protect against no-shows.
Client payment history
See individual client invoice history, number of cancelled or no-show appointments, tardiness (which will influence trust score) as well as booking revenue so you implement the right policies and reward clients accordingly.
Inventory management
Manage and keep track of your product inventory and dietician products right within Yocale. Track suppliers, minimum re-order quantity, cost, and retail prices amongst other info.
Upfront payments
Protect against no-shows (and get paid faster) by accepting upfront payments during the online booking process. Or, email receipts with the pay button so clients can pay at their leisure.
Wholesale rates & reliable hardware
Reduce payment processing fees by up to 67% with wholesale rates. Also accept payments on a range of industry-leading, reliable hardware with advanced reporting, employee management and more.
Virtual Appointments
Integrated, secure virtual appointments
Secure, integrated virtual appointments. HD video and no downloads required. Offer clients the convenience of virtual appointments.
Securely meet on any device
Securely meet with clients via fully encrypted sessions. By default, meetings are also automatically private and guests cannot enter without a meeting link.
Add additional layers of security to every virtual meeting by enabling preset access codes or creating waiting rooms to approve attendees before they enter. 1-click connect HD video and audio.
Auto pre-send forms (or after)
Save time and have information at a glance by syncing forms to the online booking process; they’ll be automatically saved in each client’s profile.
You’ll easily be able to see if a client hasn’t completed a form and you can simply follow up with a click. Also send forms to complete by email after appointments.
Client records at your fingertips
Marketing
Grow your practice & be found online
Built-in marketing. Grow your practice on autopilot.
An SEO-optimized public booking page
Grow your online presence with an SEO-optimized web profile page on Yocale Marketplace that will bring you higher up in search results so clients find you online. Use alerts on your profile page to let people know about special promotions. If you’re just starting out, have your profile page act as your own website!
“Book now” buttons
Appear higher in Google search results by adding “Book now” buttons to your website and booking links on your social media channels. Book buttons also make it easier for clients to book more appointments online and help fill your schedule 24/7.
Built-in marketing & packages
Display promos, communicate changes to hours or any other memo directly from the online booking screen. Plus, use forms to keep track of packages, discounts and special rates to keep clients coming back.
Automatic reviews
Automatically request reviews after each appointment to build your online presence. You’ll get notified with the added flexibility to approve them before they’re live.
