Client Records · Notes, appt. dates, release forms, client portals

When was the last time you remembered that one thing?

Yeah, we all tell ourselves we'll remember — but it's hard to even remember to use this tool.

Luckily, we added a reminder: after each appointment, you get an email to add notes to that client's record. And when you do remember at 2am, it's right there on your dashboard.

What's included

  • Client notes
  • Images
  • Appointment dates
  • Payment records
  • Reschedule links
  • Appointment links
  • Deposit forward links
  • Client record updates
  • Client portal

Plans

Bold: 50 client records.

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Works with

Let your clients do the BS.

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