Optimize every session and customer interaction
Add or Import Your Contacts
Take your first step toward building stronger, lasting client relationships. Add or import your contacts into your client database to securely store and organize their information.
Go to your Business profile and select Clients > Add Client or Import Client File to get started.
Watch this video to learn more about adding clients:
Watch this video to learn more about importing clients:
Need help formatting your spreadsheet or exporting it from another software? Get help here
Explore Your Client Records
Cultivate client loyalty, satisfaction, and growth with more than just high-quality massage and bodywork. Explore your client records to see how the data you add and collect can help you create highly personalized experiences online and in person.
Go to your Business profile and select Clients to get started. Watch this video to learn more:
Tag and Categorize Your Clients
Move beyond generic customer service. Tag and categorize your clients into relevant groups to fine-tune your communication and marketing efforts.
Go to your Business profile and select Clients > Apply Tag to get started.
Draft Up a SOAP Note
Simplify and sophisticate your note-taking. Draft up a SOAP note to see how premium tools like auto-create and draw can help you save time and develop pro-quality treatment plans session after session.
Go to your Business profile and select Clients > SOAP Notes to get started. Watch this video to learn more:
Create and Customize Your Perfect Intake Forms
Ditch your clunky, outdated, one-size-fits-all client intake process for good. Create and customize the perfect forms and documents for all of your needs.
Go to your Business profile and select Settings > Forms & Documents to get started.