Today
Today's route
Needs your attention
Appointments
Schedule
Tap a day to block or unblock it. Dots mark days with appointments. Weekly hours below apply to every unblocked day.
Weekly hours
Clients
| Client | Concerns | Pressure | Last / next visit | Intake |
|---|
Services & pricing
These are what the website's pricing cards show. Durations and prices save to the same store the site reads.
Settings
Payments
Checkout runs through Square. Verifying a payment here records the Square receipt or payment ID against the appointment so you can match it in the Square Dashboard.
Client records & compliance
Intake forms and SOAP notes are health information. In production, store them in an encrypted database with access logging, not in a browser. Checklist for Texas:
- Signed consultation document before the first session (16 TAC §117.91), updated when the reason for care changes.
- Keep dates, services and billing for every client at least 2 years (16 TAC §117.90(f)).
- Texas Medical Records Privacy Act (Health & Safety Code ch. 181) applies to anyone who stores health information: no selling it, privacy training for any staff within 90 days, written access on request.
- Breach of unencrypted records must be reported to affected clients within 60 days (Bus. & Com. Code §521.053).
- Never store card numbers; Square holds them. This app only keeps the receipt reference.
Demo data
This demo keeps everything in this browser only. Sample clients and appointments are marked "Sample".