After the institutional website, Eliana Pereira needed her own tool to manage the day-to-day operations of her office (agenda, clients, and invoicing), without relying on generic solutions. We developed a custom consultation management software with a complete back-office to manage the agenda, clients, session packages, waiting lists, and business statistics, continuing the work begun when creating the website.
Initial dashboard with a summary of active clients, daily inquiries, birthdays, and waiting list.Calendar with daily, weekly, and monthly views, batch booking, and time blocking.Complete client file - clinical and billing data, consultation history, clinical records, amounts paid and owed, attendance rate, etc.Session package managementWaiting listOnline registration form with informed consent (GDPR) and digital signature, available in Portuguese and English.Direct integration with WhatsApp for contacting customers.Billing ModuleBusiness statistics: appointment occupancy, no-show and cancellation rates, average number of appointments per client, new clients and their origin (referral, website, social media)
