HealingRadiusPro

HealingRadiusPro

HealingRadius
TOOLKIT CRM

TOOLKIT CRM

Blue Square Apps
+
+

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About

Free features for managing appointments and classes, clients and staff, and more for everyday health and wellness professionals. Use your online calendar to schedule, add, remove, change, or delete classes and appointments at anytime. Keep track of your staff by managing their schedules, time-off requests, wages, and more. Allow your staff to login individually to check their task list and schedule. Keep track of new and recurring clients by viewing their contact information, attendance record, outstanding payments, and upcoming appointments. Manage your business on-the-go with our mobile app, designed for smartphones and tablets. Stay connected anywhere to make important changes anytime. Book classes and schedule appointments online, 24/7. Cancel or reschedule appointments. Manage your staff and clients online. Maintain the profile page created for your holistic healing center. Respond to client reviews.

About

Toolkit CRM is an advisor CRM designed to help financial services teams manage their day, automate service delivery, and create a consistent client experience. Its built-in service model lets teams categorize clients into classes, apply different service levels, and automatically create recurring appointments and tasks based on each relationship. It acts as a co-pilot for important business processes, assigning the right tasks to the right team members at the right time and logging every triggered activity in the client profile. Customizable contact profiles help teams capture the information most relevant to each client, while collaborative notes, automatic email tracking, appointments, meetings, and tasks keep interactions organized and accessible. A shared team calendar connects with Google, Outlook, iCloud, and other calendars, and the Scheduler provides branded booking pages, flexible availability, unlimited scheduling links, and automatic CRM syncing.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

A business management solution for all health and wellness professionals

Audience

Financial advisors and financial services teams wanting to manage client relationships, automate service processes, organize team workflows, and deliver a consistent client experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$26 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HealingRadius
www.healingradiuspro.com

Company Information

Blue Square Apps
Canada
www.toolkitcrm.com

Alternatives

Alternatives

Allocatus

Allocatus

Holert
Acuity Scheduling

Acuity Scheduling

Squarespace
My Junna

My Junna

Junna Care

Categories

Categories

CRM

Yoga Studio Features

Class Scheduling
Facility Scheduling
Inventory Management
Member Management
Online Payments
Staff Management

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud

Integrations

Google Cloud Platform
Microsoft Outlook
iCloud
Claim HealingRadiusPro and update features and information
Claim HealingRadiusPro and update features and information
Claim TOOLKIT CRM and update features and information
Claim TOOLKIT CRM and update features and information