Flexible Client Models – Built for How You Operate

Every practice has a different way of managing clients.

Invite. Discover. Serve.

Two Powerful Models — One Platform

Support private and marketplace-based workflows with ease.

Designed for invite-only care—clients are linked to your organization with controlled access, custom dashboards, and admin oversight.

Empower clients to self-register, browse providers, and manage bookings and payments independently in a marketplace-style flow.

Operate privately, grow publicly—or both. Choose the model that fits each provider or service.

Maintain full control over your existing client list without disruption.

Expand your reach by letting new clients find you through the marketplace.

Customize availability and access rules to fit each provider’s or service’s needs.

Select your client model, bring clients in, and manage them seamlessly—all from one unified system.

Choose between invite-only or open self-registration based on your client model.

Onboard clients your way—manually or through a discoverable marketplace.

Segment access, services, and permissions according to your workflow.

Access controls and privacy are built-in, so client data stays protected and workflows stay compliant.