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Set up appointment confirmations, reminders, reschedule and cancellations.

Set up appointment templates

If you travel to see clients, you can include the appointment location/their address in your SMS and email confirmations and reminders.

Send consistent, pre-written emails across your workspace- from invoices to forms, progress notes and more.

Create intake forms, service agreements, consent forms and more- ready to send, reuse and automate.

From website to waitlist- collect, triage and manage new referrals all in one smooth, automated flow.

Create progress note templates for all practitioners in your business

Design letter templates for practitioners to use in your business. Send to contacts and clients and include your signature.

How to access and set up body charts for your workspace

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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