business management
Flexible payment processing, automated invoicing, financial reporting, and comprehensive analytics to streamline revenue collection and understand your business performance.
Payment & Billing Features
Flexible payment processing, automated invoicing, and subscription management to streamline revenue collection
ACH/bank transfer
Direct bank account transfers
Credit card processing Stripe
Accept credit and debit card payments
Debit card processing
Process debit card transactions
Failed payment notifications
Alert when payments fail
Multi-currency support
Accept payments in multiple currencies
PCI compliance
Meet payment card industry standards
PayPal integration
Accept PayPal payments
Payment confirmation emails
Automatic receipt emails after payment
Regional payment processors SEA-specific
Southeast Asia payment options
Secure payment gateway
PCI-compliant secure transactions
Corporate/bulk pricing
Special pricing for organizations
Coupon/discount codes
Promo codes for discounts
Deposit requirements
Require deposit to secure booking
Early bird pricing
Discounted pricing for early enrollment
Gift certificates
Sell gift certificates for services
Insurance billing support display only
Show insurance information
One-time payment products
Single purchase digital or physical products
Package pricing
Bundle services at discounted rates
Pay-what-you-can pricing
Let clients choose their price
Payment plans/installments
Split payments over time
Promotional pricing
Temporary promotional discounts
Service pricing display
Show service prices on website
Sliding scale pricing
Income-based flexible pricing
Subscription pricing
Recurring monthly or annual memberships
Tiered pricing
Multiple price points for same service
Automated invoice generation
Create invoices automatically after sessions
Credit note generation
Issue credit notes for refunds
Invoice customization branding
Add your logo and branding to invoices
Invoice payment reminders
Automated reminders for unpaid invoices
Manual invoice creation
Create custom invoices as needed
Past due notices
Notifications for overdue payments
Receipt generation
Automatic receipts after payment
Refund processing
Process refunds through payment system
Superbill generation for insurance
Generate superbills for client insurance claims
Tax calculation
Automatic tax calculation on invoices
Outstanding invoice reports
See all unpaid invoices
Payment processor fee tracking
Track fees charged by payment processors
Provider commission tracking
Calculate provider commissions automatically
Revenue forecasting
Project future revenue based on bookings
Revenue reports
Track total revenue over time
Sales by provider reports
Track revenue per provider
Sales by service reports
Analyze which services generate most revenue
Tax reports
Generate reports for tax filing
Analytics & Reporting Features
Comprehensive tracking of website performance, client behavior, revenue metrics, and business insights
Bounce rate tracking
Track page exit rates
Conversion tracking
Track goal completions
Custom event tracking
Track specific user actions
E-commerce tracking
Track sales and revenue
Goal tracking
Set and monitor website goals
Google Analytics integration
Track website traffic and behavior
Google Tag Manager
Manage tracking codes easily
Page performance metrics
Analyze individual page performance
Real-time visitor tracking
See current active users
Session duration tracking
Measure time spent on site
Traffic source analysis
See where visitors come from
User behavior analytics
Understand how users navigate site
User flow visualization
See paths users take through site
Appointment analytics
Track booking patterns
Booking funnel analysis
Analyze booking drop-off points
Churn rate tracking
Monitor client attrition
Client acquisition reports
Track new client sources
Client lifetime value
Calculate average client value
Client retention metrics
Track client return rates
Course completion rates
Track how many students finish courses
Dashboard custom metrics
Customized analytics dashboard
Email campaign analytics
Track email performance
Form conversion rates
See which forms convert best
Program enrollment reports
Analyze program signups
Provider performance metrics
Track individual provider metrics
Revenue analytics
Analyze revenue trends over time
Service popularity reports
See which services are most booked
Student engagement metrics
Measure student activity levels
Automated report generation
Automatically generate reports
Comparative reporting period-over-period
Compare time periods
Custom report builder
Build custom reports
Data visualization charts/graphs
Visual data representation
Real-time dashboards
Live data dashboards
Scheduled report delivery
Email reports on schedule
White-label reporting for teams
Branded reports for team members
Questions About Features?
We're here to help you find the right solution for your practice.