the main Core functions:
1. a database of all your Clients
2. a database of all your Events
3. a database of all your Tariffs
4. easily generate .pdf invoices
5. attached to bespoke emails
6. autofill blanks from defaults
to save time capturing data,
and limit errors in Events tab
the main Plus functions:
1. client info and consent forms
2. clients’ collated session notes
3. templates for frequent emails
4. practice admin reports with:
a. monthly activity analyses
b. bank-to-receipts recons.
c. active clients analyses
d. debtors book analyses
some more Plus functions:
5. searches of Clients database
by client detail or source
6. invoices, forms, notes or emails
created for all active clients
7. merged statements for payers
of multiple client accounts
8. historical analysis of time spent,
clients seen and money flows