01
The whole history
Every booking, every service, and every payment, in order, on the record of the person who did them.
Clients
They walk in and you already know what happened last time.
Every client has a record: their visits, what they paid, and the notes you keep. Speak a note while it is fresh and it transcribes itself onto the right person.
Clients · record and history
The last visit is in three places, and none of them is in front of you.
Some of it is on a form in the folder in the cabinet behind you. Some of it is in a note on your phone from a night you meant to write up properly. The rest is in your head, and your head has seen forty people since.
The client is already in the room, and you are asking questions you asked in March.
What it does
What a client record holds
One record for each person, filling itself in as they book, pay, and come back. What you add is the part only you know.
02
Notes in the shape the visit calls for
A quick note after a session, an intake record on file, or a longer write-up. Type it, or say it and let it write itself down.
03
SOAP notes for wellness providers
Subjective, objective, assessment, and plan, kept in the structure the work is documented in, on the same record as everything else about that client.
04
Speak it while it is fresh
Record the note out loud between appointments and it transcribes onto the right client, so it exists before the day gets away from you.
05
One place instead of four
The list, the history, and the notes sit together in your portal, so there is one place to look instead of a folder, a phone note, and your memory.
How it feels
Finish the session. Say the note.
- 01The record is already there, built from what they booked and paid.
- 02After the session, type the note or speak it into your phone.
- 03It lands on their record, ready the next time they book.
Clients · voice note transcribing
The payoff
March, and you remember March.
They mention the same thing again and the note is already in front of you: what you did last time, what you told them to watch for, what to try today. They think you remembered. You did, in the eleven seconds it took to say it out loud.
What happens next
Now give people a reason to find you.
Step 8 of 8
Blog & content
Talk it into your phone. It becomes a post.
Welcome to the club
Start building nowOne complete membership. Add only what your business needs.
Every member starts with the same $999 setup and $49/month base. Choose optional add-ons, see your exact price, and take the next step online. No call required.
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