Core · Clients

Client records with the whole history on one card.

Visits, preferences, purchases and notes are gathered on the client. In the client portal the client sees their bookings, purchases and the documents you share. Consents and policies are kept with versions.

A client card in FlowDule with tabs for profile, consents, bookings, practitioners, journal, documents and purchases.
The client card in FlowDule. The screenshot shows fictional data.

Everything about the client, in one place.

Clients are created when they book online, and you can create regular clients in advance. After that the history is gathered on the card, visit by visit, so you do not have to search through several systems.

  1. The whole history

    The client card brings together contact details, bookings, upcoming appointments, products, invoices, notes and practical details.

  2. Preferences and courses of treatment

    The card shows earlier courses of treatment, preferences, visits and changes over time. You meet the client with what you already know.

  3. Notes and journal alongside

    Journals, goals and follow-up points sit together with the history. What was agreed in the last session is ready for the next one.

  4. Client portal

    The client logs in and sees their bookings, their purchases and the documents you have shared.

  5. Consent and policies

    Policies and consents are kept with versions, and the consents are on the client card.

  6. Access per role

    Colleagues see the context they need for the next step. Sensitive information can be restricted per role, so not everyone sees everything.

The client list in FlowDule with a search field, filters and a number of clients.
The client portal on a phone, where the client sees their upcoming appointments and can move or cancel them.
The client list in FlowDule and the client portal on mobile. The screenshots show fictional data.

The same client. Three different views.

Choose who is looking and see what the card shows. The sketch is an example of how sensitive information can be restricted per role. It is not real data.

Who is looking

The practitioner sees the whole history: visits, preferences, purchases, notes and journal.

8 of 8 parts visible

The client card
  • Contact details
  • Bookings and visits
  • Preferences
  • Purchases
  • Notes
  • Journal and follow-up
  • Consent and policies
  • Shared documents

Included in the price.

Clients and the client portal are included, just like all the other modules.

See pricing

Try it in your own practice.

30 days free. No commitment. No credit card.