Clients

Keep client records, contact details, and notes in one place.

Build intake and consent forms with a drag-free question builder, publish them, and send fill links clients complete and sign on any device.

Group and filter your client list with a shared set of tags.

Keep rich-text notes on a client or an appointment, and pin the important ones.

Deleting a client hides them without losing history — restore anytime.

Connect emergency contacts, alternates, and referrals between clients.