Keep booking, intake forms, session history and package balances together, so the details you need are close to the diary before an appointment and at checkout.
Clients message when they remember, you reply between sessions, and half of them never get booked in.
Contraindications, preferences and what you did last time are useful only if you can find it in ninety seconds.
At checkout, offer the next appointment while the session details are clear, rather than trying to arrange it three weeks later.
A public booking page that respects your real availability, with reminders.
Client history, documents and session notes, with staff access checked against your permission settings.
Keep package use, deposits and payments together when you finish the session and arrange the next booking.
Look at a regular client's last visit and recorded contact preference before deciding to follow up.
a week is what solo practitioners lose to booking admin: most of it answering messages one at a time.
Access depends on your staff permissions. Ask to see the practitioner, reception and client views together before you share session notes.
Package records show sessions used and remaining. We can demonstrate how booking, completion and cancellation affect the balance in your setup.
The attendance history gives the practitioner context; it does not choose a message or channel. Before a follow-up, consider the client's usual visits, future bookings and recorded contact preference.
A valid work email opens the guided demo. Explore the booking flow without a card or a sales call.
Client details can be checked in a CSV; intake forms and notes need a separate migration scope.
At checkout, while the session details are clear. Agree the date with the client and check any package balance before booking.
The diary should reflect the full treatment length, so a longer session does not leave a misleading gap. Your services and practitioner availability set the schedule. If you need preparation, cleanup or breaks between appointments, include those timings in the booking walkthrough.
Open the demo to see booking, packages and client history alongside one another.