| 01Online Booking & Appointment Scheduling |
Lets clients book massage sessions based on therapist availability, service type, treatment duration, location, and scheduling rules. |
Select Massage Service→
Choose Therapist & Time→
Confirm Client Details→
Book Appointment
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Real-time therapist and room availability
Buffer times, service durations, and booking limits
Self-booking, rescheduling, cancellation, and waitlist options
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| 02Client Records & Intake Forms |
Stores client contact details, health history, preferences, contraindications, consent information, and intake responses in a centralized profile. |
Create Client Profile→
Complete Intake Form→
Record Health & Preference Data→
Use during Future Sessions
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Custom digital intake and consent forms
Health alerts, contraindications, allergies, and preferences
Secure client history with role-based access
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| 03SOAP Notes & Treatment Documentation |
Documents assessments, treatment areas, techniques used, client responses, progress, and recommended follow-up in structured therapy notes. |
Open Client Session→
Record Assessment & Findings→
Document Treatment Performed→
Save Session Notes
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SOAP, custom, and reusable treatment-note templates
Body charts, pain scales, attachments, and session details
Secure note history and edit or audit controls
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| 04Therapist & Room Scheduling |
Coordinates therapists, treatment rooms, equipment, breaks, and working hours so resources are not double-booked. |
Set Therapist Availability→
Assign Room / Resource→
Check Scheduling Conflicts→
Publish Daily Schedule
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Multiple therapists, rooms, locations, and service calendars
Shift, break, leave, and recurring availability rules
Conflict prevention for staff and treatment spaces
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| 05Service, Package & Membership Management |
Defines massage services, multi-session packages, memberships, prepaid plans, discounts, and usage rules for recurring clients. |
Create Service / Package→
Set Price & Usage Rules→
Sell to Client→
Track Sessions / Benefits Used
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Packages, memberships, session bundles, and recurring plans
Expiration, rollover, usage limits, and shared benefits where needed
Discount, gift, and promotional pricing controls
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| 06Payments, Invoicing & Tips |
Processes session payments, deposits, invoices, gratuities, refunds, gift cards, and outstanding balances at booking or checkout. |
Complete / Book Session→
Calculate Charges→
Collect Payment & Tip→
Issue Receipt
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Card, cash, ACH, gift card, and required payment methods
Deposits, tips, refunds, split payments, and stored cards
Automatic invoices, receipts, and failed-payment handling
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| 07Appointment Reminders & Client Communication |
Sends booking confirmations, reminders, intake requests, follow-ups, promotions, and schedule updates to reduce missed appointments and keep clients informed. |
Appointment Event Occurs→
Trigger Communication Rule→
Send Email / SMS / App Message→
Track Delivery / Response
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Email, SMS, and app-based reminder options
Custom message templates and timing rules
Automated follow-up for rebooking or missed appointments
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| 08Insurance, Claims & Documentation Support |
Helps practices prepare invoices, treatment documentation, receipts, and other records needed for insurance reimbursement or client claims where applicable. |
Document Treatment Session→
Add Billing / Insurance Details→
Generate Required Documentation→
Submit / Provide to Client
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Insurance-ready invoices and treatment documentation
Diagnostic, referral, or payer fields where required
Claim tracking or insurer integrations if central to the practice
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| 09Client Retention & Rebooking Management |
Tracks visit frequency, inactive clients, future appointments, package usage, and rebooking behavior to support ongoing client relationships. |
Track Client Visit History→
Identify Rebooking / Retention Need→
Send Follow-Up / Offer→
Schedule Next Session
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Rebooking rates and client visit-frequency tracking
Inactive-client and unused-package identification
Automated recall, follow-up, and targeted campaign options
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| 10Massage Practice Reporting & Integrations |
Tracks appointments, therapist utilization, revenue, retention, services, and client activity while connecting the practice with accounting and business systems. |
Aggregate Practice Data→
Analyze Appointment & Revenue KPIs→
Connect Business Systems→
Improve Practice Performance
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Revenue, bookings, cancellations, retention, and therapist reports
Accounting, payment, marketing, calendar, and payroll integrations
APIs, exports, custom dashboards, and multi-location reporting
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