Effortless Client Entry

Click! Import your client contact information.
Click! Quickly locate any client file.
Click! Instantly e-mail your client. 

Record relevant client information such as:
Business information, payment history, follow-up notes, goals, resources given, plus more!

Easy Client Agreement
and Session Entry

Click! Locate your client session notes.
Click! Automate tasks and reminders.
Click! View and print detailed summaries.

Record agreement details such as: 
Start date, fees, and number of sessions. 

Record session details: 
Date, time, session length, notes, plus more!

Instant Invoice Entry

Click! Create and e-mail client invoices.
Click! Customize the appearance of your invoice.
Click! View invoice history and unpaid balances. 

Record invoice details such as :
Invoice number, date, service type, description, amount, relevant taxes, plus more!

View our video tutorial to see how easy it is to create custom invoices!

Custom Invoicing

Custom invoicing allows you to add your company logo and fee schedule, making invoicing quick and easy.  Once you have entered your invoice information, it's a snap to print out or e-mail directly to your client! Click here to view a short video tutorial on how to personalize your invoice.