Zanda

Select size to suit your needs and client preferences

Assign client invoices to third parties such as their employer

Customize your invoices/receipts with your logo and details

Add custom text to display on invoices generated from each diary

Opt to remove client name and identifying information from invoices

Edit charges for services and products provided for a specific appointment

Receipts display full or partial payments received

Add payment terms, bank details or custom message on invoices/receipts

Automatically includes provider number and other practitioner details

Automatically adds required information to all invoices

Invoices, receipts or statements can be printed or emailed to client or contact

Track sessions, hours, or money allocated to clients through referrals, prepaid service packs, and more

List single or multiple services and products provided during appointment

Combine multiple invoices on to one Statement

Add administrative notes to client profiles for internal team reference

Setup and assign client classifications (e.g., weight loss, anxiety, life coaching)

Automatic search of client database as new appointment is created

Set your own custom gender options in addition to male, female, and other

Override default settings and set client's preferred notice periods

Secure and protected database of all past and current clients

Create an unlimited quantity of client profiles for seamless management

Create unlimited number of contact profiles to manage client appointments, documentation and communication

Create unlimited number of referrer profiles to manage client referrals

Create unlimited number of third-party profiles to manage third-party billing and communication

Allow new clients to instantly register and book appointments

Set new appointment rules (e.g., must book 12 hours in advance)

Add your logo or header image and set colours to match your image

Enforce custom cancellation policy (e.g., 24 hours notice required)

Option to allow new clients to instantly register and book appointments

Allow all or only some service types to be booked online

Embed Client Portal directly into your website (optional)

Enable bookings for individual appointments and groups/classes

Set business hours on a per user or location basis

Enable clients to book any clinician or only their usual provider

Display custom instructions to clients accessing your Client Portal

Control exactly what your clients can see and do

Link your website to your Client Portal using your unique URL

Autosaves as you type to prevent losing your work

Include text areas, tick boxes, multiple choice, body charts, and diagrams

Full customization of note templates for specific practice needs

Create a new note by duplicating a previous note

Draw or annotate body charts within the session note

Print all notes for hard copy back up, or to supply to others when required

Create, sign and lock notes with options to email or print

Use the search function to locate notes containing specific content

Upload and attach files or documents to individual session notes

Simultaneously view any previous note while writing a new note

Scroll through previous notes to quickly view client history

Automatically send reminders 1 to 7 days in advance

Can be adjusted at a practice, client or individual appointment level

Appointment status updated based on client replies

Generate letters with client or referrer information merged

Receive notifications for specific events (e.g., client birthdays, session expiration)

Have real-time, back and forth SMS chat with clients

Send bulk communications to multiple clients or contacts

Use default or write your own reminder message to match your needs

Design your own custom templates for various types of communication including images, links, online forms, and documents

Opt to send weekend appointment reminders on Friday instead

Automated email reminders prior to appointment

Send clients an immediate text or email when a new appointment is booked

Email reminders can link to other resources, e.g. map, directions, fees

Use merge fields to personalise your custom messages

Override default settings and set the client's preferred reminder types

Use customizable templates for SMS, email, and letters with ability to add images, links, online forms, and documents

View details of all reminders sent and text replies received

Communicate with clients, contacts, referrers and third parties via email with unlimited messaging

Communicate via SMS with automated and manual texts with unlimited messaging

Set client recalls and select a custom template to be sent

Automated text message reminders prior to appointment

Automatically send up to three text or email reminders per appointment

Client form responses are automatically saved to their client record

Save the client's completed form as a PDF which can be emailed

Use text fields, multiple choice, yes/no options, and more to create custom forms

Add your clinic's logo to your online forms to leave a professional impression with clients

Automatically notify the primary practitioner and/or other team members when a form is submitted

Start from library of preconfigured templates – then customise to suit your purposes

Clients can complete their form on a smart phone, tablet or computer

Set up as many Online Form Templates as you like to cover all aspects of your practice

Create custom forms to collect client information online

Gather client information and digital signatures through online forms that automatically save to their profiles

Send forms to your clients by SMS or email – they receive a unique link to complete the form

Include signature fields for your clients to sign (e.g., for consent forms)

Require or give client option of paying at time of booking

Zanda integrates with Stripe for PCI Service Provider Level 1 certified payment processing

Record cash, credit card, EFT, cheque, vouchers, and more

Process credit card payments without a terminal

Take payments online for your telehealth sessions

Securely store and process client credit cards using Stripe integration for online prepayments and portal deposits

Access comprehensive reporting on all aspects of practice operations

Over 26 configurable reports to track performance and make informed decisions

Generate reports on appointments, birthdays, client classifications, retention, memberships, and new/inactive clients

Generate reports on deleted appointments, inactive referrers, marketing campaigns, referrers, and session pack expiration

Generate reports on accounts receivable, aged receivables, invoices created, and payments processed

Print a hard copy of your appointments for the day, week or a group view

Easily add, edit, customise or deactivate clinician calendars

Advanced waitlist with filters and export options for efficient management

Get an alert if a new appointment conflicts with an existing booking

Search tool to find upcoming appointments for specific clients

Display visual warning flags on selected appointments

Add availability exceptions such as public holidays, staff meetings, etc.

Appointment management with alerts, reminders, waitlisting, and calendar views

Add individual appointments to online diary with automatic scheduling

Use custom flags to identify important appointment information

Set business hours on a per user or location basis

Set custom colored backgrounds to indicate different locations

Easily customize calendar display size for optimal viewing

Set calendar intervals to suit your business (e.g., 15, 30, or 60 minutes)

Change order that practitioners are displayed on the main calendar page

Quickly navigate to any date in the past or future

Move appointments around and easily edit start and finish times

Manage group appointments with multiple participants and streamlined invoicing

Appointments automatically set to location based on practitioner availability

Add multiple start, finish and break times per day for flexible scheduling

View calendar by daily, weekly, or group appointments

Automatically set locations for appointments based on availability

Block or allow new appointments to be created for individual clients

Schedule personal meetings and block personal time on calendar

Schedule practitioners with availability management and roster creation

Shortcut buttons to quickly jump ahead in your diary

Set appointments to recur at required frequency (weekly, fortnightly, etc.)

Schedule appointments and reserve rooms with various equipment items tied to specific locations

Record client preferences, add to waitlist, text availabilities and receive replies with advanced filters

System is monitored 24/7 for security and stability

Track all user activities for security and audit purposes

Automatic data backup for disaster recovery and data protection

Set granular permissions including available times only, payments processed, read-only access, sales view, and appointments only

ISO 27001 certified system with stringent security protocols to safeguard against unauthorized access, data theft, and information corruption

All other client details and appointments are hidden

End-to-end encryption and compliant with all health standards (including HIPAA)

Activity tracking, add, edit, suspend, or delete users with unique access control and permissions

Compliant with all major international data protection laws and regulations including GDPR

Each user has unique usernames and passwords with customizable permissions

Clients just click a link to start the call – no downloads or logins required

Easily show your client your screen to demonstrate or discuss something

No-cost telehealth option with basic features

Upgrade option for telehealth with advanced features

Secure video calls that are simple for practitioner and client

Select the telehealth solution that best suits your needs