User Guide
Pick a category or search the guide.
Manage your account: two-factor authentication, changing your password, recovering a forgotten password, and choosing the app's theme.
Add and manage your clients: contact details, individual or company, notes, costs, and personalized booking links.
Manage your appointments in the calendar: in-office or online sessions, notes, invoices, and events brought in from external calendars.
Two-way sync Google Calendar and Apple Calendar with the app, so your appointments and events are always up to date on any device.
See a client's complete appointment history, past and upcoming, in chronological order, with quick actions for notes and invoices.
Let clients book appointments themselves through a public link: availability, booking rules, and approval of incoming requests.
Write and organize each client's session notes using structured templates such as SOAP or DAP, with autosave.
Keep your personal tasks on track with reminders: dated with a timely notification, or general with no deadline, right on the dashboard.
Set up services and full invoicing: issue invoices, send e-Factura to ANAF and automatically receive invoices from suppliers.
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.
Set up email and push notifications so you never miss an appointment: reminders for you and for clients, plus daily summaries.
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.
Compare the Free, Pro, and Ultra plans, pick the right one, and manage your subscription securely through Stripe, monthly or yearly.
Mark an appointment as online and the app automatically generates a private video link for you and the client, valid around the session.
Discover how your practice is doing with reports on clients, appointments, and revenue: new clients, busy hours, amounts invoiced and collected.