In the competitive market of software. AirDiary gives you unique experience of practice management.
Client management is one of the essential parts of CRM. Manage all the important data of clients such as appointments, attachments, invoices, and payments, etc.
Some important feature of client management –
Keep the record of all past and future appointments of every client in detail of client management.
Create treatment notes for the client and see it in the table format along with the created date.
Attach reports of a client in image format.
Keep all the invoices of a particular client.
All the payments made by a client.
All the communication with a client will be shown in table format.
All the data of clients such as appointment, invoice, payment, and communication, etc. whether deleted or active, will be shown from the day the client was created until this day.