From client management to payments, scheduling to analytics—all the tools you need in one powerful platform.
Store detailed information about clients and their guardians. Support complex relationships like one guardian to many clients, or multiple guardians per client.
Track the individuals receiving services (students, patients, properties, etc.) with customizable labels that fit your industry.
Keep detailed notes and view complete interaction history with clients and guardians.
Add custom data fields specific to your business needs.
Visual calendar with drag-and-drop appointment management. View by day, week, or month.
Set up recurring schedules for regular clients with flexible repeat patterns.
Automatic detection of scheduling conflicts across staff, locations, and resources.
Manage schedules across multiple locations with location-specific availability.
Set staff-specific availability, blackout dates, and time-off requests.
Generate invoices automatically from appointments or create custom invoices manually.
Accept credit cards, debit cards, ACH transfers, and digital wallets through Stripe.
Set up subscription-based billing and automatic recurring charges.
Track payment status, partial payments, and send automated reminders.
Apply discounts, track taxes, add fees, and calculate totals automatically.
Process refunds and issue account credits with full audit trail.
Clients can view availability and book appointments directly through their portal.
Clients can view, download, and pay invoices online.
Share documents, forms, and files securely with clients.
Built-in messaging system for client-staff communication.
Customize the portal with your logo and brand colors.
Create custom forms with drag-and-drop interface. Add text fields, checkboxes, dropdowns, dates, and more.
Collect legally-binding electronic signatures on waivers and consent forms.
Allow clients to upload documents, photos, and files through forms.
Show or hide form fields based on previous answers.
Save forms as templates to reuse across clients and services.
Automated emails for appointment confirmations, reminders, and cancellations.
Send text message reminders and updates to clients and staff.
Automatic reminders for unpaid invoices and overdue payments.
Customize email and SMS templates to match your brand voice.
Define roles (Admin, Staff, Viewer) with granular permission controls.
Complete data isolation between organizations for maximum security.
Track all user actions with timestamped logs for compliance and accountability.
Optional 2FA for enhanced account security.
Built with healthcare compliance in mind, including encrypted data and access controls.
Track revenue by service, staff member, location, or time period.
View booking trends, cancellation rates, and no-show analysis.
Monitor client engagement, attendance, and payment history.
Export reports to CSV or PDF for further analysis.
Join hundreds of businesses already using EveryDashboard