HealingRadiusProHealingRadius
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TOOLKIT CRMBlue Square Apps
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
A business management solution for all health and wellness professionals
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Audience
Financial advisors and financial services teams wanting to manage client relationships, automate service processes, organize team workflows, and deliver a consistent client experience
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$26 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHealingRadius
www.healingradiuspro.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Yoga Studio Features
Class Scheduling
Facility Scheduling
Inventory Management
Member Management
Online Payments
Staff Management
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Integrations
Google Cloud Platform
Microsoft Outlook
iCloud
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