isosconnect

isosconnect is a practice management software designed for solo health and wellbeing practitioners. According to the vendor, this software aims to streamline daily operations and enhance client communication for professionals such as health coaches, therapists, counselors, dieticians, and psychologists.

Key Features

Easy Scheduling: According to the vendor, isosconnect allows users to access and edit their schedules from anywhere. The software offers color-coded session options for better organization and integrates external calendars into one place, preventing double booking. Email and SMS confirmations and reminders are available to keep both practitioners and clients informed.

Booking without email: The vendor states that isosconnect enables 24/7 online booking for clients, with practitioners having control over when clients can book through a booking delay feature. The software provides a single destination for all appointment bookings and allows practitioners to showcase their treatments, specialty, prices, and more.

Professional client communication: According to the vendor, isosconnect offers the ability to generate email and SMS confirmations with one click, ensuring that clients receive appointment details promptly. Automated reminders are sent before each appointment, and automatic emails are triggered for session cancellations or rescheduling. Additionally, practitioners can add client forms to confirmation emails for easy access to necessary information.

Secure Video: The vendor claims that isosconnect allows practitioners to host video sessions without time limits for up to 10 people. Clients do not need to download any software, and practitioners can share their screens and utilize the chat function during sessions. The software ensures end-to-end encrypted calls and no data sharing with third parties.

Note Keeping: According to the vendor, isosconnect provides a note-taking feature during video meetings, allowing practitioners to keep track of important details. The software offers a search function for easy retrieval of information, and practitioners can customize notes with custom fields and templates. Images of handwritten notes, documents, and forms can also be uploaded and stored.

Client Records: The vendor states that isosconnect allows practitioners to keep essential client information easily accessible. Custom fields can be created for personalization, and documentation can be securely stored. Practitioners can also save favorite resources for quick access.

Invoicing: According to the vendor, isosconnect provides an easy-to-use invoicing feature. Practitioners can create, edit, and delete invoices, search invoice history, and generate professional PDF invoices. Invoices can be sent by email with one click or downloaded for sharing.

Custom Forms & Templates: isosconnect offers customizable fields for recording and managing client information, according to the vendor. Practitioners can create templates to match their personal requirements, saving time and ensuring consistency.

Tasks: The vendor claims that isosconnect helps practitioners efficiently manage tasks and reminders. Tasks can be scheduled to stay connected with clients and plan business-related tasks that fit into the schedule, ensuring important tasks are not forgotten.