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Effortless Client Entry

Click! Quickly locate any client file!
Click! Instantly email your client!
Click! Easily print your client file! 

Record relevant client information on: 
Business, payment history, family, follow-up notes, goals, resources given, plus more!

Easy Client Agreement
and Session Entry

Click! Locate your client session notes!
Click! Print out any session details!
Click! View summaries such as session lengths and total number of calls!

Record agreement details: 
- Start date, fees, number of monthly session, coaching day. 

Record session details: 
- Date, time, session length, notes, plus more!

Instant Invoice Entry

Click! Print or email your client's invoice!
Click! Customize the appearance of your invoice!
Click! Automatically have your client's address appear! 

Record invoice details:
- Invoice number, date, service type, description, amount, relevant taxes, plus more!

Invoice Report

Once you have entered your invoice information, it's a snap to print out your invoice or even email it directly to your client!