“The Get Everything, for Every Plan…Plan”

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