Client Management Overview
Manage your client relationships, track bookings, and maintain client information all in one place.
Client Profiles
Store and manage client information securely
- • Contact information and preferences
- • Booking history and session notes
- • Health information and intake forms
- • Communication preferences
Communication
Stay connected with automated messaging
- • Automated appointment reminders
- • Custom email and SMS notifications
- • Follow-up messages and surveys
- • Client portal messaging
Client Portal
Give your clients access to their own booking portal
Client Self-Service
- • Book and reschedule appointments
- • View upcoming sessions
- • Access session history
- • Download receipts and invoices
- • Update personal information
Security & Privacy
- • Secure client authentication
- • HIPAA-compliant data storage
- • Encrypted communication
- • Privacy controls and consent
- • Data export and deletion
Add Clients
Manually add clients or let them register through your booking page
Learn MoreClient Settings
Configure client management preferences and policies
ConfigureBilling
Manage client billing, invoices, and payment history
Manage BillingClient Management Best Practices
Data Collection
- • Collect essential contact information
- • Use intake forms for health information
- • Get consent for communication preferences
- • Keep records updated and accurate
Communication
- • Set up automated reminders
- • Use consistent messaging
- • Respect communication preferences
- • Follow up after sessions