CLIENT OPERATIONS
Complete appointment management with real-time booking, automated reminders, secure client portal, and comprehensive tools to organize client information and track progress.
Booking & Scheduling Features
Complete appointment management with real-time availability, automated reminders, and flexible scheduling options
Advance booking limits
Set maximum advance booking window
Blocked time/unavailability settings
Mark specific times as unavailable
Buffer time between appointments
Automatic breaks between appointments
Class/workshop registration
Event-style booking for classes and workshops
Discovery call scheduling
Dedicated booking for free consultation calls
Follow-up appointment booking
Easy scheduling of subsequent appointments
Group session booking
Multiple clients book into same session
Minimum notice requirements
Require minimum notice for bookings
Multi-location scheduling
Book appointments at different locations
Multiple provider calendars
Each provider manages their own schedule
Online booking calendar
24/7 client self-booking with real-time availability
Real-time availability display
Show only actual available appointment slots
Recurring appointment booking
Schedule regular weekly or monthly appointments
Same-day booking restrictions
Prevent last-minute same-day bookings
Service-based booking
Different durations and pricing per service type
Timezone detection/conversion
Automatic timezone handling for clients
Appointment packages
Sell multiple sessions as prepaid packages
Appointment reminder emails automated
Automatic email reminders before appointments
Automated waitlist notifications
Alert waitlist clients when slots open
Booking confirmation emails
Automatic confirmation after booking
Calendar sync Google Calendar iCal
Two-way sync with external calendars
Cancellation management
Handle cancellations with automated workflows
Cancellation policies
Enforce cancellation notice and fee policies
Client self-cancellation within policy
Clients cancel within policy limits
Client self-rescheduling
Clients reschedule their own appointments
Membership-based booking priority
Priority booking access for members
No-show tracking
Track missed appointments per client
Post-appointment follow-up emails
Automated follow-up after sessions
Pre-appointment instructions
Send instructions before appointments
Rescheduling functionality
Allow clients to reschedule appointments
SMS appointment reminders
Text message reminders via SMS
Waitlist management
Manage waiting lists for full time slots
Appointment conflicts prevention
System prevents double-booking conflicts
Break time scheduling
Schedule breaks between appointments
Double-booking prevention
Lock time slots when booked
Maximum daily appointments limit
Cap number of daily appointments
Preparation/cleanup time buffers
Add buffer time before/after appointments
Provider availability management
Providers control their own availability
Service duration settings
Set standard duration per service type
Team schedule overview
See all provider schedules in one view
Vacation/time-off blocking
Block entire days or weeks for time off
Client Portal & Management
Secure client access, progress tracking, and comprehensive tools to organize information and enhance engagement
Browser-based access
Access portal from any web browser
Client dashboard
Overview of appointments documents and progress
Desktop app access
Desktop application for client portal
Mobile app access
Native mobile app for client portal
Password reset functionality
Self-service password recovery
Password-protected portal
Secure authentication for client area
Secure client login
Password-protected portal access
Single sign-on SSO
Login once to access multiple services
Two-factor authentication
Extra security layer for client accounts
Upcoming appointments display
View all scheduled future appointments
Client activity timeline
Chronological view of all client interactions
Client communication history
Record of all communications with client
Client database/CRM
Centralized client information management
Client document storage
Store client files and documents securely
Client engagement metrics
Measure client portal and program engagement
Client file organization
Organize documents by type or category
Client notes/charting
Document session notes and observations
Client profile creation
Create detailed client profiles
Client referral source tracking
Track how clients found you
Client retention reports
Analyze client retention rates
Client search & filtering
Quickly find clients in database
Client status tracking active/inactive
Track client engagement status
Client tags/categorization
Organize clients with custom tags
SOAP notes
Structured clinical documentation format
Session notes
Quick session documentation
Questions About Features?
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