View clinical appointments, travel itineraries, and housing reservations. Access campus wayfinding and social events. Receive reminders and track care team information.
Manage account balance and due dates, set up and edit recurring payments. View bill history and access PDF bills. Report account and service issues directly. Receive targeted messages from Communications.
Manage finances with secure mobile . Deposit and stop cheques remotely. Open accounts and assign custom names. Download void cheques for direct deposits. Add, edit, delete, and view favourite transactions.
Manage leads and track conversion data to optimize business performance. Automate lead nurturing and member retention. Integrate website, CRM, and Core account for streamlined operations. Monitor lead progress through the sales funnel.
Manage tasks by assigning duties to each member. Track schedules and set reminders for important events. Organize daily and weekly plans with shared calendars. Coordinate activities and monitor progress on household responsibilities.
Manage notes, collaborate, and search across devices
Manage notes and knowledge across devices with cloud storage. Create notes with text, images, documents, checklists, and audio. Collect notes from websites, WeChat, and email. Search and access notes anytime.
Manage members, track attendance, and process payments
Manage member attendance with roster, search, or barcode scanning via device camera. Set up self-service kiosks for check-ins. Track memberships, view client and prospect details. Handle billing, generate reports, and manage staff from an iOS device.