How can we help?

Set up your practice and connect your calendar.

• Set up your practice after you sign up→
• Connect your Google Calendar→
• Understand your dashboard→
• Read your practice analytics→

Availability, services and appointments.

• Set your working hours so clients can book→
• Create a service clients can book→
• Add travel time and set booking limits→
• Sell sessions as a bundle→
• Book, reschedule or cancel an appointment→
• Add and manage practice locations→
• Working with clients in other time zones→
• Share your booking link→
• Choose the order clients see your services in→
• Create an event→
• Price and publish an event→
• Manage event attendees, balances and cancellations→

Telehealth, writing notes and AI Notes.

• Start a video session with a client→
• Write a session note→
• Record a session with AI Notes→

Clients, forms, files and the client portal.

• Add a client or import clients from a CSV→
• Send a document or form to a client→
• Give a client access to their portal→
• Upload a file and share it with a client→
• Update a client's contact details→
• How clients sign in to their portal→
• Use tasks to keep track of work→

Chat with clients, and send email and SMS reminders.

• Message a client→
• Set up SMS appointment reminders→
• Set up email reminders→
• Get started with workflows→
• Create or edit a workflow→
• Start a workflow from a template→
• Check workflow activity→

Take payments online and send invoices.

• Connect Stripe so clients can pay online→
• Create and send an invoice→
• Refund a client→
• Buy or verify professional liability insurance→

Build your site, connect a domain and embed booking.

• Build and publish your practice website→
• Connect your own domain to your website→
• Add your booking widget to another website→
• Add and manage pages on your website→
• Edit sections on your website→
• Add shapes, text and images to your website→
• Change your website header and footer→
• Change your website's colours, font and corners→
• Set your website's logo, title and description→
• Add contact details and social media links→
• Write a blog post for your website→
• Manage your media library→
• Set the languages on your website→
• Add a favicon and custom code to your website→
• Restore an earlier version of your website→
• Preview your website on desktop, tablet and mobile→
• Customise your website's booking button and page→
• Check your website before you publish→

Your plan, add-ons and your data.

• Change your plan or buy add-ons→
• Export your data→
• See which integrations are available→
• Brand your workspace and client portal→