Delegate tasks to your team
Co-deliver services to clients
Follow each client interaction
Assign clients to members
Get paid through one central account
Set access and permissions
We take pride in supporting our customers quickly and efficiently. When it comes to getting started, here are a few FAQs to get you rolling.
Do you support small and big teams?
Yes! We support teams of all sizes. From just starting out, all the way up to multi-million dollar organizations.
Can multiple members chat with a client in the portal?
Absolutely! You can invite multiple users in your organization to engage in chat.
Are there shared assets within my organization?
Yep! Each member can access a shared list of schedulers, forms, files, products, packages, and resources.
Are there limitations to the number of clients I can have?
None. You can have as many clients as you want, and we will not charge you for growing your client base.
Do you offer session tracking for individual members and admins?
Yes! You'll be able to see exactly how many sessions of a package has been completed, by whom, and when. All in real-time.
What if I have enterprise requirements?
We offer custom solutions for those who might need a little more support for their larger organizations, book a demo with us and let us know how we can help!