All Features List
Calendar Management
Appointment management made easy with alerts, reminders, waitlisting, and more.
Client Appointments
Add an individual appointment to any online diary.
Group Appointments
Add a new group appointment to any online diary.
Personal Appointments
Order by daily, weekly, or group appointments.
Recurring Appointments
Set appointments to recur at required frequency, e.g. weekly, fortnightly etc.
Coloured Appointment Flags
Use custom flags to identify important information, e.g. New Client.
Waitlist
Record preferences, add to waitlist. Text availabilities, and receive replies.
Multi-Location Practitioner Availability
Appointments automatically set to location based on practitioner availability.
Appointment Warnings
Display visual warning flags on selected appointments.
Appointment Conflict Alert
Get an alert if a new appointment conflicts with an existing booking.
Multiple Availability Blocks
Add multiple start, finish and break times per day.
Intuitive Client Search
Automatic search of client database as new appointment created.
Appointment Search Tool
Search tool to find upcoming appointments for specific clients.
Multiple Calendar Views
Order by daily, weekly, or group appointments.
Custom Calendar Intervals
Set calendar intervals to suit your business e.g. 15, 30 or 60 minutes.
Custom Business Hours
Set business hours on a per user or location basis.
Availability Exception Rules
Add availability exceptions such as public holidays, staff meetings, etc.
Date Selector
Quickly navigate to any date in the past or future.
Custom Display Order
Change order that practitioners are displayed on the main calendar page.
1 Click Management
Easily add, edit, customise or deactivate clinician calendars.
Deactivated Practitioner Storage
Former staff can be deactivated with all information saved.
Drag + Drop Ordering
Move appointments around; easily edit start and finish times.
Custom Calendar Display Size
Easily add, edit, customise or deactivate clinician calendars.
Multiple Locations
Automatically set locations for appointments based on availability.
Quick Jump Navigation
Shortcut buttons to quickly jump ahead in your diary
Custom Calendar Design
Set custom colored backgrounds to indicate different locations.
Printable Appointments
Print a hard copy of your appointments for the day, week or a group view.
Permanent Practitioner Deletion
Securely purge all content from our database forever.
SMS & Email Communication
Automated and customisable text messages and email reminders
SMS Reminders
Automated text message reminders prior to appointment.
Email Reminders
Automated email reminders prior to appointment.
Auto Appointment Confirmation
Appointment status updated based on client replies.
Custom Reminder Content
Use default or write your own reminder message to match your needs.
Up to 3 Reminders
Automatically send up to three text or email reminders per appointment.
Merge Fields
Use merge fields to personalise your custom messages.
Adjustable Notice Time
Automatically send reminders 1 to 7 days in advance.
Adjustable Reminder Settings
Can be adjusted at a practice, client or individual appointment level.
Reminder Notes + History
View details of all reminders sent and text replies received.
Instant Booking Notifications
Send clients an immediate text or email when a new appointment is booked.
Early Weekend Reminders
Opt to send weekend appointment reminders on Friday instead.
Link Embedding
Email reminders can link to other resources, e.g. map, directions, fees.
Telehealth Video Calls
Secure video calls that are simple for you and your client
Two In-App Telehealth Options
Select the telehealth solution that best suits your needs.
Click & Connect
Your clients just click a link to start the call – no downloads or logins
Choose Your Solution
Select between Telehealth Lite at no cost or upgrade to Telehealth Plus+ for advanced features.
Online Payments
Take payments online for your telehealth sessions
Screen Sharing
Easily show your client your screen to demonstrate or discuss something
Secure & Compliant
End-to-end encryption and compliant with all health standards (including HIPAA)
Online Forms
Create custom forms to collect client information online
Form Template Library
Start from our library of preconfigured templates – then customise to suit your purposes
Create Your Own
Use text fields, multiple choice (with single or multiple selection options), yes/no options, and more
Adaptable for Your needs
Use for Client Intake Forms, Telehealth Consent Forms, Outcome Measures Assessments and a lot more
Collect Signatures
Include signature fields for your clients to sign (eg for consent forms).
Send to Clients
Send forms to your clients by SMS or email – they receive a unique link to complete the form.
Any Device
Clients can complete their form on a smart phone, tablet or computer.
Responses Saved
Your clients’ form responses are automatically saved to their client record.
Notification
Automatically notify the primary practitioner and/or other team members when a form is submitted.
Add Branding
Add your clinic’s logo to your online forms to leave a professional impression with clients.
Create PDF Files
You can also save the client’s completed form as a PDF which can be emailed.
Multiple Templates
Set up as many Online Form Templates as you like to cover all aspects of your practice.
Safe and Secure
Like all Zanda features, online forms are built for health practices to be secure and compliant.
Client Management
Keep all your client information organised with everything in one, secure and accessible place
Secure Client Database
Secure and protected database of all past and current clients.
Back and Forth Text
Have real-time, back and forth SMS chat with clients.
File Tagging
Organize and manage your file uploads with our tagging system.
Preferred Reminder Types
Override default settings and set the client’s preferred reminder types.
Custom Client Classifications
Setup and assign client classifications e.g. weight loss, anxiety, life coaching.
Auto Letter Writer
Generate letters with client or referrer information merged.
Set Client Recalls
Set client recalls and select a custom template to be sent.
Automated Event Reminders
Receive notifications for specific events e.g. client birthdays, session expiration.
Preferred Notice Periods
Override default settings and set client’s preferred notice periods.
Multiple Gender Options
Set your own custom gender options in addition to male, female, and other.
New Appointment Control
Block / allow new appointments to be created for individual clients.
Archive or Delete Old Clients
Safely dispose of outdated client information and records.
Clinical Notes
Our treatment note templates save practitioners lots of time
Custom Note Templates
Include text areas, tick boxes, multiple choice, body charts, and diagrams.
Upload and Attach Files
Upload and attach files or documents to individual session notes.
Duplicate Previous Note
Create a new note by duplicating a previous note.
Autosave
Autosaves as you type to prevent losing your work.
Print Client File
Print all notes for hard copy back up, or to supply to others when required.
Quick Find Search Tool
Use the search function to locate notes containing specific content.
Edit Body Charts
Draw or annotate body charts within the session note.
View and Write Mode
Simultaneously view any previous note while writing a new note.
View Note History
Scroll through previous notes to quickly view client history.
Online Bookings
Allow clients to book and pay online at their convenience.
Unique Booking URL
Link your website to your Client Portal using your unique URL.
Accept New Clients
Allow new clients to instantly register and book appointments.
Custom Service Selection
Allow all or only some service types to be booked online.
Embeddable Client Portal
Embed Client Portal directly into your website (optional).
Appointment Rules
Set new appointment rules (e.g. must book 12 hours in advance).
Custom Cancellation Policy
Enforce custom cancellation policy (e.g. 24 hours notice required).
Accept Credit Card Payments
Require or give client option of paying at time of booking.
Brandable Portal Options
Add your logo or header image and set colours to match your image.
Access Control
Control exactly what your clients can see and do.
Personalised Instructions
Display custom instructions to clients accessing your Client Portal.
Individual, Group, or Class
Enable bookings for individual appointments and groups/classes.
Custom Terms & Conditions
Option to allow new clients to instantly register and book appointments.
Own or Any Clinician
Enable clients to book any clinician or only their usual provider.
Privacy Protection
All other client details and appointments are hidden.
New Client Registration
Set business hours on a per user or location basis.
Payments & Invoices
Secure, flexible, and seamless invoicing, payment processing, and more.
Brandable Invoices
Customize your invoices/receipts with your logo and details.
Single or Multiple Service Listing
List single or multiple services and products provided during appointment.
Full or Partial Payments
Receipts display full or partial payments received.
Online Payment
Process credit card payments without a terminal.
De-identify Invoices
Opt to remove client name and identifying information from invoices.
Print or Email
Invoices, receipts or statements can be printed or emailed to client or contact.
Custom Invoice Text Per Diary
Add custom text to display on invoices generated from each diary.
Adjustable Invoice + Receipt Size
Select size to suit your needs and client preferences.
Statements
Combine multiple invoices on to one Statement.
Include Additional Info
Add payment terms, bank details or custom message on invoices/receipts.
Edit Individual Charges
Edit charges for services and products provided for a specific appointment.
Assign Invoice to 3rd Party
Assign client invoices to third parties such as their employer.
Include Provider Number
Automatically includes provider number and other practitioner details
Multiple Payment Methods
Record cash, credit card, EFT, cheque, vouchers, and more.
Medicare + Insurance Compliance
Automatically adds required information to all invoices.
Reports & Analytics
Generate system reports that increase the efficiency and effectiveness of your data.
Create Client Reports
- Appointments
- Birthdays
- Client classifications
- Client retention
- Expiring memberships
- New or inactive clients
- Total appointments booked
Maintain Financial Reports
- Accounts receivable
- Aged receivables
- Invoices created
- Payments processed
Generate System Reports
- Deleted appointments
- Inactive referrers
- Marketing campaign logs
- Recent referrers
- Recurring appointment expiration
- Session pack expiration
Robust Integrations
Stripe
Seamlessly process credit card payments directly through your Zanda account
Xero
Save time by exporting your clients, invoices, and payments directly to Xero
Medicare & DVA
Submit bulk billed or patient claims directly through Zanda
Google Calendar
Your calendar can be automatically synced with Google Calendar, allowing you to use your phone to view appointments
Physitrack
Manage your clients’ exercise prescriptions by using Physitrack right within Zanda
MailChimp
Export your clients directly to your Mailchimp account to really maximise your marketing and communication efforts
Tyro
Use a Tyro EFTPOS machine to take payments and process Medicare Easyclaim and HealthPoint health insurance claims
Practice Operations Manual
A place to hold your operating policies and procedures with a complete set, ready-to-go
Pre-Written Policies & Procedures
Over 100 policies and procedures already prepared and ready to adapt for your practice.
Completely Configurable
Add new policies, edit the pre-written policies or archive or delete to suit your practice.
All Available within the App
Your operations manual is always available, wherever you or your team are working.
Security & Compliance
We keep your data safe, secure and compliant
Secure User Control
- Activity tracking
- Add, edit, suspend, or delete anyone
- Simultaneous multiple user access
- Unique access control
- Unique usernames and passwords
- Unique user permissions
- Unlimited users
Complete Permission Control
- Available times only
- Payments processed
- Read-only access
- Sales
- View appointments only
Data Protection
- 24/7 system monitoring
- Activity tracking
- Automatic data backup
- SSL
- Compliant with all major international data protection laws and regulations including GDPR.