The system can also be customized for customer intake and clinic workflows.

Customer onboarding features:

• Customer inquiry forms
• Service interest selection
• Customer status tracking
• Assignment to team member
• Follow up records
• Convert customer into client

Clinic and patient features:

• Patient registration
• Reception entry
• Doctor assignment
• Service or treatment selection
• Procedure notes
• Follow up status
• Patient records

This makes the software flexible for agencies, clinics, schools and service based businesses.