Client Tracking System

(Apply → Intake → Active Client)

Communication Hub

(Text + Email Automations)

Follow-Up Automations

(Missed Sessions, Paperwork, Reminders)

Automated Calendars

(Session Reminders, Staff Reminders)

Intake Workflow

(Digital Forms + Routing + Time Stamping)

Document & Form Storage

Bulk Texting & Email*

Templated Done-For-You Website

Everything in Basic

Operations & HR

- Hiring Pipeline & Interview Automation

- Staff onboarding workflows

- Staff Portal (Documents, updates & Training)

Parent + Client Experience

- Parent Portal (Forms, Documents, Reminders)

- Multi-Step Intake Automations

(Eligibility → Paperwork → Onboarding)

Marketing & Growth Tools

- Social Planner

- Templated Website + Builder

- Lead Tracking for Client Acquisition

- All In One Inbox for Communication

Compliance & Visibility

- Accreditation Compliance Guidlines

- Authorization Expiration Alerts

- Session Attendance Monitoring

- KPI Dashboard