Today's schedule
Calendar
Browse appointments by day — click a highlighted day to see and manage its bookings
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Retail
Record in-person sales and manage the product catalog
Record a sale
Total: $0.00
Add a product
Product catalog
Recent sales
Book by phone
Find an existing client, or add a new one, then book their session.
Find a client
Can't find them? Add a new client
This creates a client record they can claim later — it doesn't set up sign-in for them yet.
Clients
All client records
Client
✎ Content with a dotted outline (like the session note field labels below) is editable — your staff will see whatever wording you set here.
Intake summary
Not yet connected to a real intake form — this is placeholder content until that's built.
Package balance
Appointment history
Session transcript ✦ AI summary
Recording uses your browser's built-in speech recognition and never leaves your device. Clicking "Stop recording" automatically starts the summary, so it's usually ready by the time you're done wrapping up with your client. Generating a summary sends only the transcript text to Claude — the summary is saved to this client's session history automatically, and you can edit it in the box under the summary or later from Session history. Note: live recording doesn't distinguish your voice from your client's — the "Book this" suggestion above only appears when the conversation is clear enough to tell, and manually booking always works regardless.
Add session note
✓ Saved
Notes save directly to your records and are visible to any staff member who opens this client, on any device — nothing here is stored only in this browser.
Session history
Client feedback
Recent satisfaction survey responses
Public review requests
Different from the survey below — this asks a client to leave a public review, timed for when it's most likely to happen: 2–4 hours after their session, while it's still fresh.
Availability
Set weekly hours and block off time — per practitioner
Weekly hours
Time off
Reminders
Automated appointment reminders, sent to clients before their session
This configures what a connected backend would send automatically. In this demo, upcoming appointments on the schedule show what reminders they're due to receive — nothing is actually sent, since that requires the real backend noted throughout this project.
SMS reminder
Email reminder
Gift cards
Sell a gift card at the front desk while checking a client out
Sign in to issue gift cards
Packages
Session bundles clients can purchase
New package
Linking a reference service lets clients see real savings math (e.g. "$130/session — save $75 vs. booking individually") instead of just a flat price. Leave unset if this package isn't meant for one specific service.
All packages
Account settings
Manage your own name, phone, email, and password
Profile
Email
Email can't be changed here — contact support if this needs to be updated. Name, phone, and password can be changed below.
Password