Management software for hospitality, spas and clinics
See history in one place
Clinic client records
Every client detail, always in context
Client details, appointments, forms, notes and follow-up in an organized record with suitable permissions.
The demo maps configuration, permissions and integrations to the way your business operates.
What changes in the work
See history in one place
Attach forms and appointments
Record next-step tasks
Limit access by role
The challenge
The next visit depends on what has already happened. Scattered information wastes time and can leave the team working from an old version.
The product in action
Keep information connected before and after treatment
The screens illustrate the path from sending a document for signature to keeping the approved booking and its context available to the team.
Attach forms and appointments
Record next-step tasks
Limit access by role
A code-built interactive illustration with sample data only. It is not a customer screenshot.
Appointment calendarToday, August 5
Booking #28417Form signed
CustomerMaya
ServiceFollow-up visit
AssignmentRoom 1
- Received
- Approved
- In progress
Forms and follow-up3 / 4
- Record updated for the visitDone
- Automatic confirmation sentDone
- Resource reserved in calendarDone
- Team check before arrivalToday
Sample data onlyNot a customer screenshot
One connected workflow
From the first request to management visibility
Create client
Collect information
Link to appointment
Record the next step
Follow over time
Before implementation
Map the real operation before configuring the platform.
This exposes rules, exceptions and connections that need review before a transition can be planned safely.
- 01Appointment types and service duration
- 02Roles and information-access permissions
- 03Forms, consents and pre-treatment information
- 04Treatment series, follow-ups and next steps
Questions worth checking
Before choosing a platform
What information is retained?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Who may view notes?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
How is data moved from another platform?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
How are duplicate client records handled?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Clinic client records