Manage clients, view schedules, and handle appointment requests. Send and receive two-way text messages. Sync with practice management system and portal. Access business data from smartphone.
Check account balances, transfer funds between accounts, pay bills, and locate ATMs and centers using device GPS. Access secure features with existing login credentials.
Manage business tasks with a dashboard, task tracker, and staff assignment tools. Schedule appointments and events, create digital contracts, and manage lead pipelines. Monitor workflows and event timelines.
Manage cloud qualified electronic signatures with legal value under EU eIDAS regulations. Sign documents digitally, access signature history, and manage prepaid signature packages.