Customer management

Find any client using search and advanced filters

Browse your full client base, search by name, email or phone, and export your data as CSV or Excel.

Contact details, preferences and personal information in one place

Access each client's full profile: contact details, gender, language, date of birth and communication preferences (email / SMS).

View the full history of past and upcoming bookings

See all past, upcoming and cancelled appointments at a glance to better understand each client's habits.

Generate standard invoices with Swiss QR Code

Create and send professional invoices with Swiss QR Code payment, directly from the client profile.

Tarif 590 invoices compliant with the new XML 5.0 standard

Generate Tarif 590 invoices compliant with the new XML 5.0 standard, recognised by Swiss health insurers, directly from the patient profile.

Contact clients by email or SMS directly from their profile

Send personalised messages directly from the client profile and view the complete history of your exchanges.

Add follow-up notes for a tailored service

Write follow-up notes, attach files, and link each note to an appointment for a personalised and memorable client experience.