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Appointments & records

Clinic / practice

Appointments and client history, with consumables under control.

Book clients in, keep their history and recalls, and issue consumables from stock at cost. Contracts and terms sit against the client, and everything reconciles to the books — appointments, records, and stock without hospital-grade complexity.

What this template turns on

On top of the 16-module foundation every business gets.

  • Inventory

    Stock levels and movements

  • Scheduling

    Appointments and bookings

  • Client records

    Private notes, treatments, formulas and recalls per client

  • Contracts

    Agreements with terms and status

  • Accounting

    Ledgers and financial summaries