Customers & CRM
Customer profiles that respect you
Skip the spreadsheet. Every customer has a profile with stats, clinical notes, intake forms, tags, and tier - so the next visit starts with context, not 'who are you again?'.
What's included
Built right into the product.
No bolt-ons, no surprise add-ons. Customer profiles that respect you ships on plans labelled All plans.
- Stats bar: last visit, no-shows, lifetime value (AUD)
- Allergies, medical notes, and emergency contact
- Tags, tiers, source/referral, preferred therapist
- Marketing opt-ins per channel (email, SMS, WhatsApp)
- One-click book, message, send-form, invite-to-portal
- Threaded notes with quick actions per visit
How it works
Three moves and you're live.
1
Capture once, reuse forever
New customers are created from the calendar, portal sign-up, or imported in bulk.
2
Add the clinical context
Intake forms attach to the profile and never get lost in email.
3
Segment when it matters
Tag VIPs, lapsed clients, or post-injury - then send a targeted message in two clicks.
Related
Pair it with
Ready to run your day, not your inbox?
Start a 15-day free trial. No credit card needed. Import your services in minutes - or pick a vertical pack and we'll seed sensible defaults.