Organization & work efficiency
Manage your practice in a structured and thoughtful way to boost the effectiveness of your daily operations.
Calendar with Google integration
Sync the built-in calendar with Google Calendar and manage it from any device. Easily add appointments and events, confirm or cancel sessions.

Task management module

Create tasks based on system notifications for example, when client submits a form or a program is about to end.

Use system notes to jot down spontaneous ideas for tasks.
Automatic tagging and custom tags
Stay on top of your workflow with tags that appear automatically in client’s profile - for instance, when they submit a form, have an upcoming appointment or their program is about to end. You can also create your own custom tags to describe status of each client journey.


System notifications
Stay informed with smart alerts - when client sends back a form, their plan is ending soon or even on their birthday.