Management software for hospitality, spas and clinics
See payment status
Clinic payments and documents
Keep payment and records beside the client and service
Track charges, payments, balances and records through approved providers and workflows.
The demo maps configuration, permissions and integrations to the way your business operates.
What changes in the work
See payment status
Link charges to services
Track remaining balances
Maintain organized records
The challenge
When payment is separated from the visit and treatment series, staff cannot see what was paid or why. Every financial connection also requires technical and commercial approval.
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.
Link charges to services
Track remaining balances
Maintain organized records
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
Define service
Create charge
Receive payment
Issue record through approved connection
Review and close
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
Which payment methods can be connected?
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 a treatment series paid?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Can a balance be viewed?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
Which document is issued and by which provider?
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 payments and documents