Workflows - speed up your work with sequenced & automated prompts
Less admin, more productivity with step by step prompts from intake, to appointment, to payment
Stop manual tasks, with clever workflow systems
Invite with one click
Automatically send relevant forms and invites easily
Save time with prompts
Intuitive prompts allow quick communication
Share important documents
Quickly message and email stored information
Seamless invites, no extra steps
Add a new client and instantly invite them to your client portal with one-click.
Automate invoice creation
Send invoices quickly from client records, pre and post appointments.
New clients, new forms, less admin
Speed up client intake and automatically share forms with new clients.
Secure email notifications
Share important documents and notes easily via email and secure messaging in a few clicks.
Documents front and center
Upload, download, and store documents in your client record for easy access.
Smooth Experiences
Stop the manual process and disconnected tasks associated with admin and streamline client intake and notifications with simple prompts and workflows.
Simplify Your Day
No more repetitive tasks, and administrative time-sinks. Set up workflows to replace manual emails and phone calls for appointment reminders, invoices, and triaging.
Automated Engagement
Automate, authenticate and streamline sensitive data gathering via personalised journeys and communication. Create delightful intuitive onboarding experiences via tailored forms
Payments Perfected
Create invoices and request payments without chasing. Set up invoices and emails to send, request, and chase billing details automatically.
Customizable intake forms
Create and send digital forms to onboard new clients quickly.
Notifications built in
Send notifications to clients, staff, or whoever you choose when you need to.
Digital first
Request additional information with digital forms for new appointments.
Invoice your way
Either create invoices automatically, or manual and share with a click.
