“The Get Everything, for Every Plan…Plan”

List of features

Core
  • Dedicated Team Member Portal
  • Dedicated Client Portal
  • One-on-One Event/Session Management
  • Group Event/Session Management
  • Client Notes
  • Event/Session Tracking
  • Detailed Session Overview
  • Pause/Freeze Payments
  • Revert Session Use
  • Single Sign-on for Multi-Locations
  • Business Dashboard
  • Auto-Update Payment Methods (*must have authorize.net account)
  • Team Member Management
  • Email Notifications
  • Email Customizations
  • Audit History
  • Digital Agreement Templates
  • Integrated Dedicted Video Meeting
  • Mobile Optimized
Scheduling
  • Multiple Session Types
  • Availability Scheduling Calendar
  • Audit Trail of Team Member and Client History
  • Reschedule & Cancellation Tracker
  • Recurring Sessions
  • Seamless Session Rescheduling
  • Grow your Business
  • Lead Capturing
  • Client Management
  • Schedule Non-Funded Sessions
  • In-Person Quick Session Sign-Off
  • Virtual Quick Session Sign-Off
  • Automated Sign-Offs
  • Client Session Dispute Manager
Integrations
  • Google Calendar
  • Pipedrive
  • Brivo
  • Authorize.net
  • Square
  • More to Come
Branding
  • Custom Logo
  • Branded Email templates
  • Branded Portal
  • Custom Subdomain
  • Branded Agreements
Agreements
  • Manage Client Agreements
  • Digital Agreements with Signature
  • Reusable Agreement Templates
  • Automated Recurring Billing
  • Payment Tracking & Collection
  • Multiple Agreements Per Client
  • Allow Sub accounts on a Clients Primary account
Reporting
  • Look-a-Like Audience
  • Sales Reports
  • Delinquency Reports
  • Attendance Reports
  • ...and So Much More