Clients overview

• Clients overview

  The hub for every client, with search and merge tools plus each client's own dashboard for records, consents, bookings and prescriptions.Some readers

Finding & managing clients

• View & edit client profile

  Update client details, approve consent, verify identity, add next of kin and send a video call link from the Profile tab.Some readers

• Browse & search clients

  Find any client with search, sorting and filters, export the list, merge duplicate profiles or add a client manually.Some readers

Notes, photos & treatments

• Add notes & upload files

  Create notes, attach files and link prescriptions to a client's record. Notes lock once signed, the same way procedures do.Some readers

• Track procedures & treatments

  Create and sign clinical procedure records, then attach text templates, prescriptions and annotated images to each one.Some readers

• Before & after photos

  Upload client images to the Media tab and build before and after comparisons with the comparison tool.Few readers

• Submit and sign a record

  Submit Draft keeps a record editable, Submit and Sign locks it for good. How to sign, and how to correct a record signed by mistake.Few readers

Forms & documents

• Send & manage consent forms

  Create letters of consent covering before and after photo publishing, then send them for clients to sign from the booking portal.Some readers

• Manage questionnaires

  Add a Health, Aesthetic Interest, COVID-19 or Custom Questionnaire to a client and review the answers they submit.Some readers

• Manage prescriptions

  Create prescriptions from uploaded files or text templates, and assign each one to a prescriber.Few readers

• Add a doctor as a prescriber

  Invite a doctor to sign ordinations. They keep their own account and doctor portal, and use no paid seat on your clinic.Few readers

• Create and assign an ordination

  Create an ordination, assign it to a connected doctor, and find waiting ones by sorting the Clients list.Few readers

Bookings & messaging

• Send messages, questionnaires, LOCs or files to clients

  Send questionnaires, letters of consent or files by SMS or email, share a video call link and review the full message history.Popular

• Manage bookings

  Book single or group services straight from a client's page. Single service bookings can be edited here, group bookings cannot.Some readers

Purchase history

• View receipt records

  Every receipt for the products, services and gift cards a client has bought, with the payment status of each.Some readers

• View gift card records

  Gift cards a client has purchased, with the status, validity and remaining balance of each.Some readers

• View service records

  Which bookable services a client has purchased, and whether each one has been paid for.Some readers

• View product records

  Which products a client has purchased, and the status of each purchase.Few readers