Client records

One record per client, and everything on it.

What you get

Appointier keeps a client's visits, notes, forms, messages, packages, memberships, invoices and saved cards on one record. Receptionists see what they need, practitioners see their notes, and the owner sees all of it.

  • Clinical notes with photos and addenda
  • Forms, consents and waivers with signatures
  • Text message threads and consent
  • Packages, memberships and cards on file
  • Duplicates found and merged with an audit trail

How it works

The record

The record

Visits, no-shows, lifetime value and the rule that applies to the next booking sit at the top. Each kind of history has its own tab below.

  • Visits, invoices, packages and cards on file
  • Birthday, referral source and your own custom fields
  • Lifetime value and no-show rate, with the formula shown
Clinical notes

Clinical notes

Write notes from a template, with SOAP as the default. Finalise a note and it locks. Later thoughts go in as addenda.

  • Before and after photos, linked to the consent form
  • Private notes that only the author and owners can read
  • PDF export, and every read written to the audit log
Forms, consents and waivers

Forms, consents and waivers

Build intake forms, consents, waivers and patch tests with conditional questions and a signature. Send them on booking and hold check-in until they are signed.

  • Sent on booking, reminded a day later
  • Re-sign dates and validity in days
  • PDF with the signature, time, IP and browser
Messages

Messages

Every text sent to or received from a client sits on the record, replies and opt-outs included.

  • Reminders, offers and one-off texts in one thread
  • Marketing consent recorded with its source
  • Opt-outs honoured automatically
Duplicates and merges

Duplicates and merges

Appointier flags clients who share a phone, an email, or a name and birthday. Nothing merges on its own.

  • Compare the two records field by field
  • Appointments, packages, invoices and notes move together
  • The merge is logged with a snapshot of what was absorbed
Visit rhythm

Visit rhythm

For each service a client has, Appointier works out how often they come back from their own history, and tells you when they are overdue.

  • Interval learned from the last six visits
  • Overdue list on the home page, with a booking link
  • Dismiss, mark contacted, or send the recall message now

See how it fits your practice

Set up your services and team and start taking bookings during your free trial.