
What is it all about?
For service businesses and individuals. Offering scheduling and appointment booking, accounting and finances, client management, sales management, and human resources management. Geared towards education and tutoring company's, health care practices; such as: chiropractors and naturopathic doctors, and therapists; such as: occupational therapists, behavior therapists, and speech and language therapists. 4-in-1 tool for admins, staff, practitioners, and clients. Fixed pricing as low $7.99/month.
Typically used for:
Video & screenshots
screenshots
Who is it for?
Key Features
Features include: Client management: Collect client information, notify them of upcoming sessions and allow them to login and review their service history. Practitioner management: Track their availability, client appointments, wages earned, and keep the lines of communication open. Staff management: Permission-based roles allows you to assign staff to specific areas, such as: Human Resources, Accounting, and Operations. Human resources: Powerful tools like time sheets and deductions to track / schedule staff and initiate deductions based on labor laws. Tasks and requests: Send requests to your clients or tasks to your practitioners / staff when you need their cooperation or input. Accounting and finances: Accounting options to handle point-of-sale, pay-in-advance, and invoicing models. Taxes & deductions schema configurable. Appointment scheduling: Clients and Practitioners can review past, current and future sessions. 24 hour notification e-mails available. Visual calendar: Easy to use and visually stunning calendar to help your clients and staff manage their time and appointments. Customized appearance: Choose your color scheme, and customize key phrases to compliment your specific business appearance. Automated assistants: Automation covers areas such as; e-mail notifications, security changes, invoicing, receipts, welcome messages and more. Data import and export: Export data for daily use or as an additional backup. Import data in bulk for faster migration to the software. Online payment processing: Payment processing through Stripe. Your client's never leave the site. Stripe is free to use and a breeze to setup. We'll help! Geolocation and finding: match your practitioners (service agents) with clients based on availability, location and skill/service sought after. Sales Manager: share private notes on current clients and prospects as a team. Track todo's within the sales cycle. Create sales quotes. Assign skills: fully customize skill sets and apply them to your practitioners. SMART Dashboard (for client and practitioners): a dashboard that populates with information that is sought after approximately 90% of the time. This feature ensures a positive user experience since they rarely need to click or access the navigation. The information they require is almost always on the screen as soon as they log in. SMART Dashboard (for staff and admin's): a dashboard that is dynamic and shows information that requires their attention.
Benefits
Access your business data from anywhere using your PC, tablet, or cell phone. No software installation required. Manage clients, employees, scheduling and appointment booking, accounting and finances, human resources, sales. 4-in-1 tool for you, your clients, practitioners, and staff. Fully configurable permissions to strengthen information security. HIPAA compliance friendly. This software was developed by a business owner who used a myriad of software platforms to run a tutoring agency. He took what he learned; what was good and bad about other platforms and tools and designed an application that is easy to use and considers the unique demands of service-based companies. Follows UX design best practices and principles. Minimalist approach to maximize usability. Upload your own logo and choose your color scheme to match your brand. Custom key phrases or language translation to match the nomenclature of your industry. For example, practitioner = tutor = therapist. Fixed monthly pricing regardless of your business size. Options for individual, small business, and enterprise packages. Monthly rate at low as $7.99 / month.
Pricing
Description
Individual Plan: $7.99/month
Small Businessl Plan: $29.99/month
Enterprise Plan: $79.99/month
Integrates With

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