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- Click! Import your client contact information.
- Click! Quickly locate any client file.
- Click! Instantly e-mail your client.
Record relevant client information such as:
Business information, payment history, follow-up notes, goals, resources given, plus more!
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| Easy Client Agreement & Session Entry |
- Click! Locate your client session notes.
- Click! Automate tasks and reminders.
- Click! View and print detailed summaries.
Record agreement details such as:
Start date, fees, and number of sessions.
Record session details:
Date, time, session length, notes, plus more!
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- Click! Create and e-mail client invoices.
- Click! Customize the appearance of your invoice.
- Click! View invoice history and unpaid balances.
Record invoice details such as:
Invoice number, date, service type, description, amount, relevant taxes, plus more!
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| Simple Intern Monthly Reporting |
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- Click! Enter your Monthly Reporting.
- Click! Email your Monthly Reporting directly to CPCA.
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Custom invoicing allows you to add your company logo and fee schedule, making invoicing quick and easy. Once you have entered your invoice information, it's a snap to print out or e-mail directly to your client!
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