Appointments within your rules
Clients can review upcoming visits and manage eligible bookings according to your settings.
Appointments
In Managed: Part of your Managed workspace
Client app
Give your clients their own app for your business
Clients can view and manage appointments, join a waitlist, access receipts and track packages or memberships under your brand. Enable the options that fit your business, and give clients more ways to manage visits themselves.
Client access depends on the services and options your business has enabled. Booking changes follow your rules; payment processing and some plans or products may have separate charges.
Give clients more ways to manage their visits
Client access depends on the services and options your business has enabled. Booking changes follow your rules; payment processing and some plans or products may have separate charges.
Rebooking and waitlists
Clients can arrange another eligible visit or join a waitlist for an earlier opening.
Rebooking and waitlists
In Managed: Part of your Managed workspace
Receipts and payment methods
Give clients access to receipts and saved payment methods where these options are enabled.
Receipts and payment methods
In Managed: Part of your Managed workspace
Packages, memberships and gift cards
Clients can keep track of package, membership or gift card balances where your business offers them.
Packages and memberships
In Managed: Part of your Managed workspace
Treatment information and follow-up
Keep relevant documents, aftercare and follow-up information connected to the client journey.
Treatment information and follow-up
In Managed: Part of your Managed workspace
Requests to your team
Give clients a clear route to contact your team, including for privacy requests.
Requests to your team
In Managed: Part of your Managed workspace
Secure access and sharing
Support secure sign-in and device management, with record sharing options for family members or carers where enabled.
Secure access and sharing
In Managed: Part of your Managed workspace
Put the workflow into practice
Keep the details and next step clear for the people responsible.
1
After a visit
Clients can find the details of their appointment and receipt.
2
Between visits
Clients can return to the services and offers your business provides.
3
When plans change
Clients can manage eligible appointments or join a waitlist.
Questions about the client app
Let clients manage their next step
Client access depends on the services and options your business has enabled. Booking changes follow your rules; payment processing and some plans or products may have separate charges.