Keep the visit plan together
Clinic treatment series and packages
See the plan, visits and remaining balance over time
Build a series, schedule visits, track usage, payments and the next treatment step.
The demo maps configuration, permissions and integrations to the way your business operates.
Keep the visit plan together
See usage and balance
Change one visit safely
Plan the next appointment
The challenge
A treatment series may last weeks or months. Without a shared view of visits, entitlement and payment, staff cannot see what remains.
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.
See usage and balance
Change one visit safely
Plan the next appointment
A code-built interactive illustration with sample data only. It is not a customer screenshot.
- Received
- Approved
- In progress
- Record updated for the visitDone
- Automatic confirmation sentDone
- Resource reserved in calendarDone
- Team check before arrivalToday
One connected workflow
From the first request to management visibility
Create the series
Approve and pay
Schedule visits
Use and review
Complete or continue
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
Are all visits booked in advance?
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 one appointment changed?
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 the remaining balance shown?
The fit review covers scheduling, staff permissions, forms and follow-up workflows. Sensitive and professional requirements are confirmed with the product team before implementation.
What happens when the series is extended?
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 treatment series and packages
Management software for hospitality, spas and clinics