Overview
Dashboard
When you sign in, the Dashboard gives you an at-a-glance summary of your clinic's activity: today's appointments, unread messages, recent calls, and key metrics. Think of it as your clinic's mission control.
Inbox
The Inbox consolidates conversations from every connected channel into a single timeline. You can filter by channel, assign conversations to team members, and use quick replies to respond faster.
Calendar
The Calendar shows all booked appointments in day, week, or month view. You can reschedule, click to view details, and create new appointments directly from the calendar.
Clients
The Clients section is your patient CRM. Each contact has a profile with communication history, appointment records, notes, and custom tags. Use search and filters to find any patient in seconds.
Office
The office page provides insights on finances, growth and knowledge base.
Last updated on March 18, 2026