Getting started
Finding your way around
What each part of the sidebar is for.
- Today: your day at a glance: appointments, a brief for each client and a summary of the day.
- Calendar: book, move and manage appointments.
- Clients: your client list, adding clients, the waitlist and imports.
- Notes: SOAP notes across all your clients.
- Billing: invoices, payments and insurance claims.
- Reports: how your practice is doing.
- Settings: everything that shapes how your practice runs.
Tip
Press ⌘K (Mac) or Ctrl+K (Windows) anywhere to search for a client or jump to a page.
Tip
The ? button at the bottom right of settings pages opens a guide and a guided tour for that page.
Updated October 12, 2026
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