Leads and pipelines
A list, a pipeline board and a record for every lead.
Feature
What’s new
What shipped, with dates. Real work, every week.
Activities
Calls, emails and meetings, with due dates and owners.
Feature
Calendar and online booking
Day, week and month views, and a page to book online.
Feature
Calendar waitlist
See who’s waiting and add them from the calendar.
Feature
Class messages to clients
Confirmations, reminders and notices for group sessions.
Feature
Online waitlist
Patients join the waitlist from your booking page.
Feature
Client portal
Patients sign in to see and change their appointments.
Feature
My Packages in the portal
Patients see the sessions left on each course.
Feature
Clinical safety on services
Age, cooling-off and contraindication rules per service.
Feature
Client actions
Merge, export, anonymise and print from the patient.
Feature
Deposit rules per service
Set the deposit each service asks for when it is booked.
Feature
Forms and consent
Build forms with rules and scores, then have them signed.
Design
Feature
Medical history
Allergies, conditions, medications, vitals and patch tests.
Feature
Client records
Every patient’s details, consent, relationships and notes.
Feature
Treatment notes and charting
Chart treatments, sign notes and add addenda.
Feature
Checkout and invoices
Record payments, refunds and write-offs, then close the day.
Feature
Memberships and packages
Membership plans, and courses of sessions used at checkout.
Feature
Smart Pricing
Raise or lower prices by weekday and time.
Feature
Price lists and service charges
Price each service from a list, with add-ons and charges.
Feature
Money tabs
Invoices, Payments and Sales History, with filters.
Feature
Payment types and discounts
Choose how you’re paid and what you discount.
Feature
Reminders clients can answer
Text reminders that patients confirm or opt out of by reply.
Feature
Marketing in one place
Broadcasts, reviews, promo codes, loyalty and gift cards.
Feature
Reports and dashboards
Ready-made reports with filters, charts and export.
Feature
Inventory
Products, orders and counts, used up as you treat.
Feature
Ask Sovica from ⌘K
Find any patient or invoice, or ask a question in plain words.
Feature
Staff mobile app
The day’s calendar, patients and signed forms on your phone.
Feature
API and webhooks
API keys, signed webhooks and an OpenAPI description.
Feature
Home dashboard
Your day, a useful nudge and recent activity.
Feature
Roles and permissions
Four default roles, set up when your clinic signs up.
Feature
Staff invitations
Invite colleagues by email with a role and locations.
Feature
Clinic settings
Business details, locations, lists and custom fields.
Feature
Services, rooms and equipment
Build your service menu, with durations and resources.
Feature
Staff profiles and the rota
Profiles, booking settings and prescriber details.
Feature
Team commissions
Commission sheets with flat or tiered rates.
Feature
Staff documents
Keep staff certificates, with expiry badges.
Feature
Staff notifications
A bell for each person’s alerts, in the app or by email.
Feature
Clinic readiness
Checks, inspections and evidence in one place.
Feature
Claims and remittances
Raise claims, import remittance files and see what is owed.
Feature
Changelog (October 10, 2026)
Calendars stay in step.
Feature
Enhancement
Contract prices for insurers
Set a service’s contract price per insurer or company.
Feature
Invoices to a third party
Issue an invoice to an insurer or a company.
Feature
Insurer and case setup
Third parties, billing codes, patient policies and cases.
Feature