What are the differences between the Starter and Pro packages

The Pro package includes all the features of the Starter package and provides additional enhancements, such as: 

  • Unlimited clients: Manage an unlimited number of clients.
  • Calendar sync: Link your Google Calendar to keep track of appointments easily.
  • Advanced calendar filters: Organize and filter appointments for better scheduling.
  • Customizable invoices: Create and send tailored invoices to fit your billing needs.
  • Ability to apply for pro bono discounts: Apply discounts for pro bono services where applicable.
  • Unlimited image and document uploads: Upload unlimited images and documents for client records.
  • Access to the ICD-10 Database: Leverage the ICD-10 database for medical coding and diagnosis.
  • Group video sessions (up to 4 people): Conduct group sessions with up to 4 participants.
  • Branding with a personal logo: Customize your platform with your personal logo for consistent branding.
  • One-on-one onboarding training: Receive personalized training to get you started quickly.
  • Faster customer service response: Receive responses within 4 hours.
  • Guaranteed uptime of 99%: Enjoy reliable access to the platform with a 99% uptime guarantee.
  • Team member access: Add team members such as personal assistants, staff, or other providers.

The Pro package is designed to offer an extended range of tools and support for a more comprehensive and personalized experience.

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