An almighty CRM that helps you stay connected with clients throughout their journey with your business. Store important health and client details.appointments with just a few clicks.

Store all of your contacts and companies, along with account credits. Categorise your contacts with custom categories, or use the pre-defined categories to add doctor provider details.

Think to the future! Eliminate double-data entry by getting clients to provide details using online forms. The responses will automatically update the client's details in no time.

Manage NDIS participant budgets and billable hours. Track appointments, files and referrals within a case. Track Medicare and DVA care plans and referrals.

Auto-saving progress notes with plenty of options like linear scale, signature, multiple-choice, file upload. See all of your recent notes on one screen.

Write letters efficiently with dynamically generated content for clients, practitioners, cases, locations and appointments. Add your signature and print or send.

Send branded invoices to clients for invoice items like appointments, services, products and custom items, or use batch invoicing to send multiple invoices at once.

Automate payments with Stripe, HICAPS, Medicare, DVA and credit card, pay invoices with account credit, redeem gift vouchers, or manually record payments.

Unlock actionable insights and opportunities with powerful reports for finance, practitioner performance, compliance, clients and marketing.

Keyboard shortcuts, group appointments, swimlane view, privacy mode, multi-view, appointment search and more make calendar a delight to use.

Have peace of mind with automated appointment confirmations, rescheduling updates, cancellations, reminders and appointment follow-ups.

Add your logo, select your brand colours, set terms and a cancellation policy, link your privacy policy and verify clients. Now it's that simple!

Use the feature rich-editor to compose messages with lists, bullet points and links. Add emojis and send GIFs! Sound plays to notify you of a new message.

When a client books online, or another member creates an appointment with a client for you, you will receive real-time notifications from your dashboard.

Upload files from any device and organise them into folders. Preview PDF's, rename files, access file history and restore any deleted files within 30 days.

Securely import your data from other practice systems and spreadsheets with just a few clicks.

Export all of your appointments, cases, contacts, expenses, receipts, invoices, members, clients, payments, etc.

Add products with options and variants. Sell at multiple locations and track inventory automatically when products are invoiced.