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

Complete a client's health questionnaire on their behalf — confirm their details and answer the health questions yourself.

Therapeutic follow-up notes

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