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User Guide

Pick a category or search the guide.

Account

Manage your account: two-factor authentication, changing your password, recovering a forgotten password, and choosing the app's theme.

Clients

Add and manage your clients: contact details, individual or company, notes, costs, and personalized booking links.

Appointments and calendar

Manage your appointments in the calendar: in-office or online sessions, notes, invoices, and events brought in from external calendars.

Pro
External calendar sync

Two-way sync Google Calendar and Apple Calendar with the app, so your appointments and events are always up to date on any device.

Agenda

See a client's complete appointment history, past and upcoming, in chronological order, with quick actions for notes and invoices.

Pro
Auto Scheduler

Let clients book appointments themselves through a public link: availability, booking rules, and approval of incoming requests.

Notes

Write and organize each client's session notes using structured templates such as SOAP or DAP, with autosave.

Reminders

Keep your personal tasks on track with reminders: dated with a timely notification, or general with no deadline, right on the dashboard.

Ultra
Invoicing and Services

Set up services and full invoicing: issue invoices, send e-Factura to ANAF and automatically receive invoices from suppliers.

Mobile app

Install the app on your phone straight from the browser, with no App Store or Google Play, and get push notifications plus offline access to appointments.

Notifications

Set up email and push notifications so you never miss an appointment: reminders for you and for clients, plus daily summaries.

Pro
Files

Keep documents in your account — contracts, forms, reports — attached to the account, a client, or a note, with 5 GB on Pro and 20 GB on Ultra.

Plans and subscriptions

Compare the Free, Pro, and Ultra plans, pick the right one, and manage your subscription securely through Stripe, monthly or yearly.

Pro
Video calls

Mark an appointment as online and the app automatically generates a private video link for you and the client, valid around the session.

Pro
Reports

Discover how your practice is doing with reports on clients, appointments, and revenue: new clients, busy hours, amounts invoiced and collected.