72+ Features
One Platform

Complete demographics, interaction history, photos, documents, and communication logs.

Add unlimited custom fields to contact records for your specific industry needs.

See every interaction — calls, emails, visits, payments — in chronological order.

Branded booking page with service selection, provider choice, and time slots.

Two-way sync keeps your schedule accurate across all devices.

SMS and email reminders reduce no-shows by up to 40%.

Automatically fill cancellations from your waitlist.

Digital forms with conditional logic and e-signature support.

Auto-generated meeting summaries, call notes, or treatment notes.

Customizable agreements with digital signatures and audit trail.

Multi-visit or multi-phase project plans with progress tracking.

Photos, files, and clinical documents organized per contact.

Drag-and-drop deal stages from lead to closed.

Automatic logging of all contact interactions.

Organize contacts with tags and smart segments.

Update, tag, or message multiple contacts at once.

Import contacts from CSV. Export data anytime.

Manage multiple locations or branches from one dashboard.

Control who sees what with customizable roles.

Content creation, scheduling, and community management.

Facebook & Instagram ad campaigns managed by experts.

Search, display, and local service ads for high-intent customers.

B2B campaigns targeted by industry, role, and company size.

Technical SEO, on-page optimization, and content strategy.

Newsletters, promotions, and automated sequences.

Automated email sequences based on contact behavior.

Text message campaigns with high open rates.

Reach customers on the messaging app they actually use.

High-converting pages for specific offers and campaigns.

Test ad creatives, landing pages, and email subject lines.

Track which channels drive the most revenue.

Plan and schedule content across all platforms.

Monitor and respond to Google, Yelp, and social reviews.

Google Business Profile optimization and local citations.

Real-time performance dashboards across all channels.

Comprehensive reports with insights and recommendations.

Auto-generate meeting summaries, call notes, or treatment notes.

24/7 inbound call handling with natural conversation in multiple languages.

Website and social media chatbot for lead qualification.

Voice & chat agents in English, Mandarin, Arabic, Spanish, and more.

AI assistant for business data questions and insights.

Generate posts, emails, and ad copy automatically.

Performance analysis and optimization suggestions.

Draft professional responses to customer reviews.

Score leads based on behavior and engagement.

Accept credit cards, ACH, and digital wallets.

Charge in USD, EUR, AED, HKD, and more.

Recurring membership plans with automatic billing.

Multi-treatment or multi-session packages with tracking.

Digital gift cards with unique codes and balance tracking.

Professional invoices with payment links.

Track revenue by service, provider, and time period.

Process refunds and credits from the dashboard.

Track product usage and inventory levels.

Push invoices and payments to QuickBooks automatically.

All data encrypted in transit and at rest.

Complete audit trail of all system actions.

Secure login with 2FA for all users.

Automated daily backups with 30-day retention.

Enterprise-grade security controls and monitoring.

Data processing compliant with GDPR requirements.

Granular control over what each role can see and do.

SAML / OAuth SSO for enterprise teams.

Full HIPAA compliance with BAA included on MedSpa plans.

Business Associate Agreement included with every MedSpa plan.

Digital Good Faith Estimate forms with e-signature.

Clinical documentation with AI-powered auto-generation.

Customizable consent forms with digital signatures.

Multi-visit treatment plans with progress tracking.

Dedicated portal for medical directors to review GFEs remotely.

Treatment photos linked to clinical records.

Track every read of protected health information.