One platform for clinical, commercial, and marketing work

Multi-location and multi-modality

Run one brand across several addresses without forcing every site into the same service mix.

• Locations: Westside rehab, downtown training, med-spa suite, each with its own address and hours.
• Appointment types by modality: PT, training, chiro, injectables, aesthetics, and custom types per clinic profile.
• Provider availability: Separate booking windows per provider and service so injection slots do not collide with PT blocks.
• Org-scoped roles: Owners see every site; front desk and providers can be limited to assigned locations.
• Roll-up reporting: Utilization and revenue across locations without spreadsheet exports.

Online booking demo shows public scheduling and embed options.

Clinical EMR

Charting that matches how hybrid clinics actually work, not a gym app with notes bolted on.

• SOAP encounters: Subjective, objective, assessment, and plan with provider sign-off.
• SOAP templates: Pre-built and custom templates by modality (PT, performance, med-spa, gym, and more).
• Annotatable images: Draw and label on face, body, or uploaded diagrams; save annotations to the chart.
• Injection logs: Lot, site, dose, and NDC tracking for injectables and wellness visits.
• Billing handoff: Signed encounters feed superbills and claims workflows.

CRM and client roster

• Leads pipeline: Source, stage, and follow-up before someone becomes a client.
• Client chart: One record for clinical notes, programming, packages, and care-team messages.
• Intake forms: Branded patient intake with short URLs and automatic lead or chart creation.
• Attribution: Tie marketing sends and portal bookings back to reports.

Marketing templates and flows

Campaigns and automations that use your clinic name, colors, and live booking links.

• Email templates: Designed layouts for welcome, recall, promos, and events with merge fields.
• SMS campaigns: Short reminders and promos where Twilio is configured.
• Automation flows: Triggers on intake submitted, lead created, and appointment events with timed follow-up steps.
• Broadcast sends: One-off campaigns to all clients or all leads from the Marketing page.
• Campaign editor: Visual blocks, images, and buttons with live preview.

Online booking and website embed

• Public booking URL: Clean /book/your-clinic links with your logo and colors.
• Website widget: Paste a script or iframe into WordPress, Webflow, Squarespace, or custom HTML.
• Service pre-select: Link directly to PT, training, or injectable booking from marketing CTAs.
• Booking modes: Live calendar slots, instant self-book, or request-only when you want staff to confirm.

Operations, billing, and reporting

• Schedule: Day and week views, trainer assignment, check-in, and conflict-aware booking.
• Memberships: Packages, renewals, and low-session alerts.
• Invoices: Bill from roster and package state.
• Billing and claims: Superbills and payer workflows for clinical sites.
• Products: Retail and service catalog tied to reporting.
• Reports: Revenue, utilization, and CRM reads without spreadsheet drift.