Practice Management
Streamline your practice management and offer your clients a unique experience with your business.
All-in-one calendar with multi-location support
- View all your locations on a single calendar
- Manage provider travel for practitioners
- Real-time access anywhere, at any time on any device
- Simple drag-and-drop
Build great relationships with third-party contact management
- Automatically send client invoices to a contact
- Associate contacts with clients
- Send progress notes and forms to contacts
Sell products and manage inventory across multiple locations
- Add products to invoices and see inventory at a glance
- Add products with options and variants like size and colour
- Stock automatically updates once it’s been invoiced
Automate email sending with a range of templates
- Send invoices to multiple recipients, including clients and contacts
- Email PDF letters and progress notes
- Onboard clients by sending an intake form link
- Create an invoice reminder template for overdue invoices
Keep a log of all communications
- Admin can take notes and record client contact
- Automatically record outbound and inbound messages
- Quick links to invoices, forms, appointments and more
Keep your mailing list up-to-date with Mailchimp
- Create and send email campaigns and newsletters
- Automatically sync your list of clients to Mailchimp
- View Mailchimp campaign results within each client record
Real-time messaging with your team
- Write messages with lists, bullet points and links
- Post important COVID-19 updates
- Have fun with emojis and GIFs
Sell gift vouchers online
- Select from a range of included designs or upload your own
- Customise gift voucher purchase amounts
- Sync with a Xero liability account
Export the data you need and create custom reports
- Secure data import and export
- Complimentary data imports or DIY from the dashboard
- Export all appointments, cases, contacts, invoices, client files, forms and more
Plenty of reasons to join
Delightful support
Get support quickly with typical reply times within a few hours.
Practical integrations
Extend the functionality by integrating with a growing list of apps.
Continuous improvements
Grow with a platform that released 1,000 updates in the past two years.