Clients

The clients list

Search, add, import, and open every client in your business.

The client profile

Edit contact details, manage consent, and review every booking, note, receipt, bill, email, and SMS for one client.

Contacting a client

Call, text, email, copy, or share a client's contact info from anywhere in the dashboard.

Fill a questionnaire for a client

See where a client stands with each health questionnaire, send them a link, or fill one out on their behalf.

Therapeutic follow-up notes

Record a treatment note for a client — what you worked on, detailed observations, and an optional body diagram.

Client documents

Keep medical reports, imaging results and photos of paper forms in the client's file, with a preview of every page.