Zanda has hundreds of features. See exactly what you’ll get, with no hidden surprises.
Appointment and calendar management
Starter Plan
Growth Plan
Easy client appointmentsCreate and manage client appointments for each client session.Create and manage client appointments for each client session.
1,000 appointments
Unlimited
Group appointmentsEasily manage group appointments with multiple participants. Set a default group service for streamlined invoicing, enable group communication, and send individual reminders.Easily manage group appointments with multiple participants. Set a default group service for streamlined invoicing, enable group communication, and send individual reminders.
1,000 appointments
Unlimited
Personal appointmentsEasily manage personal events, schedule meetings with colleagues, and block personal time on your calendar.Easily manage personal events, schedule meetings with colleagues, and block personal time on your calendar.
Single practitioner viewView one practitioner’s calendar on display.View one practitioner’s calendar on display.
Multiple practitioner viewView multiple practitioners’ calendars side by side.View multiple practitioners’ calendars side by side.
Multiple locationsLink locations to practitioner availability, appointments, and invoices. Assign colors to each location for a customized calendar view.Link locations to practitioner availability, appointments, and invoices. Assign colors to each location for a customized calendar view.
Limited to 1 physical, 1 telehealth, and 1 phone location
Locations filterView practitioners’ calendars based on their available locations.View practitioners’ calendars based on their available locations.
Custom calendar intervalsDisplay calendar(s) in daily, 5-day or weekly view.Display calendar(s) in daily, 5-day or weekly view.
Calendar groupsGroup practitioners by custom categories, such as profession, for an organized calendar display.Group practitioners by custom categories, such as profession, for an organized calendar display.
Custom display orderCustomize the order of practitioners on the main calendar by name, demand, availability, or other criteria.Customize the order of practitioners on the main calendar by name, demand, availability, or other criteria.
Availability finder toolEasily find availability for manual bookings.Easily find availability for manual bookings.
Custom business hoursDefine business hours for calendar display.Define business hours for calendar display.
AvailabilitySet weekly, bi-weekly, 3-weekly, or 4-weekly recurring schedules. Create practitioner availability by location with defined availability for online bookings. Easily copy availability to other practitioners’ calendars.Set weekly, bi-weekly, 3-weekly, or 4-weekly recurring schedules. Create practitioner availability by location with defined availability for online bookings. Easily copy availability to other practitioners’ calendars.
Availability exception rulesUse availability overrides to block availability when needed.Use availability overrides to block availability when needed.
Recurring appointmentsEasily schedule recurring appointments at set intervals and edit or delete single, consecutive, or all appointments in the series.Easily schedule recurring appointments at set intervals and edit or delete single, consecutive, or all appointments in the series.
Colored appointmentsColor-code appointments by their type using custom appointment flags.Color-code appointments by their type using custom appointment flags.
Confirm appointment movesEnable appointment rescheduling confirmation to prevent unintentional changes.Enable appointment rescheduling confirmation to prevent unintentional changes.
Appointment conflict alertsA notification alert will signal conflicts between new and existing appointments when setting up a recurring schedule.A notification alert will signal conflicts between new and existing appointments when setting up a recurring schedule.
Appointment warningsEnable individual appointment alerts or set ongoing client notifications to appear on each appointment block.Enable individual appointment alerts or set ongoing client notifications to appear on each appointment block.
Private view modeActivate private mode to hide clients’ personal information on the calendar display.Activate private mode to hide clients’ personal information on the calendar display.
Hide unattended appointmentsHide canceled or rescheduled appointments from the calendar display view without deleting them from the records.Hide canceled or rescheduled appointments from the calendar display view without deleting them from the records.
Telehealth Pro (integrated)HIPAA-compliant, ISO 27001-certified telehealth platform.HIPAA-compliant, ISO 27001-certified telehealth platform.
Free & paid options
Free & paid options
Scheduling
Manual schedulingDesignated users can schedule and edit appointments in available and non-available practitioner hours.Designated users can schedule and edit appointments in available and non-available practitioner hours.
Client bookings through the online portalClients can register, book and pay for appointments online. Online cancellations, rescheduling and access to client telehealth appointments, invoices, online forms, 2-way file sharing and waitlist requests can be enabled.Clients can register, book and pay for appointments online. Online cancellations, rescheduling and access to client telehealth appointments, invoices, online forms, 2-way file sharing and waitlist requests can be enabled.
Client portal brandingCustom client portal brand styling is available with the ability to define your colors, add your logo, and images.Custom client portal brand styling is available with the ability to define your colors, add your logo, and images.
Appointment remindersSend automatic SMS or email reminders for appointments, with customizable options per client. Manual reminders can also be sent as needed.Send automatic SMS or email reminders for appointments, with customizable options per client. Manual reminders can also be sent as needed.
Automatic confirmations and cancellationsAllow clients to confirm or cancel appointments via text with automatic status updates in the system. *Requires a dedicated SMS number.Allow clients to confirm or cancel appointments via text with automatic status updates in the system. *Requires a dedicated SMS number.
Third-party calendar syncConnect your Zanda calendar with your personal Apple, Google, Outlook or other calendars accepting ICS-feed links.Connect your Zanda calendar with your personal Apple, Google, Outlook or other calendars accepting ICS-feed links.
WaitlistAdd clients to the Waitlist and get notified when a slot becomes available. Use advanced filters and export options to manage the list efficiently, and quickly notify multiple clients of new openings. Allow clients to send waitlist requests via your client portal.Add clients to the Waitlist and get notified when a slot becomes available. Use advanced filters and export options to manage the list efficiently, and quickly notify multiple clients of new openings. Allow clients to send waitlist requests via your client portal.
Room and resource bookingsSchedule an appointment and reserve a room with various equipment items, all tied to a specific location.Schedule an appointment and reserve a room with various equipment items, all tied to a specific location.
Client management
Unlimited client profilesCreate an unlimited quantity of client profiles for seamless management of appointments, records, and communications.Create an unlimited quantity of client profiles for seamless management of appointments, records, and communications.
Unlimited shared profiles for family and partner appointmentsCreate unlimited shared profiles for seamless management of family and partner appointments, records, and communications.Create unlimited shared profiles for seamless management of family and partner appointments, records, and communications.
Unlimited contact profilesCreate an unlimited number of contact profiles to better manage client appointments, documentation and communication.Create an unlimited number of contact profiles to better manage client appointments, documentation and communication.
Unlimited referrer profilesCreate an unlimited number of referrer profiles to manage client referrals.Create an unlimited number of referrer profiles to manage client referrals.
Unlimited third-party profilesCreate an unlimited number of referrer profiles to manage third-party billing and communication.Create an unlimited number of referrer profiles to manage third-party billing and communication.
Secure client messaging: emailCommunicate with clients, contacts, referrers and third parties via email. Use the Zanda mail server or custom SMTP. Automated and manual email messaging. Store client correspondence indefinitely.Communicate with clients, contacts, referrers and third parties via email. Use the Zanda mail server or custom SMTP. Automated and manual email messaging. Store client correspondence indefinitely.
Unlimited
Unlimited
Secure client messaging: SMSCommunicate via SMS with automated and manual texts. Store client correspondence indefinitely. A dedicated SMS number is required.Communicate via SMS with automated and manual texts. Store client correspondence indefinitely. A dedicated SMS number is required.
$0.15 per SMS sent. SMS replies are free to receive. See pricing.
$0.15 per SMS sent. SMS replies are free to receive. See pricing.
Two-way SMS messagingCommunicate seamlessly with back-and-forth conversations via Zanda.Communicate seamlessly with back-and-forth conversations via Zanda.
e-Prescribing (Australia only)Manage electronic medication prescriptions directly from client profiles.Manage electronic medication prescriptions directly from client profiles.
Document storageStore digital files, notes, forms and communication records to client profiles.Store digital files, notes, forms and communication records to client profiles.
100GB
Unlimited
Document shareTwo-way sharing of digital files between practice and clients via the client portal and online forms.Two-way sharing of digital files between practice and clients via the client portal and online forms.
30MB per file upload
30MB per file upload
Client tasksCreate automated or manual client tasks, assign them to users, and receive alerts when tasks are due.Create automated or manual client tasks, assign them to users, and receive alerts when tasks are due.
Practice tasksCreate manual practice tasks for you and your team, assign them to users, and receive alerts when tasks are due.Create manual practice tasks for you and your team, assign them to users, and receive alerts when tasks are due.
Billing and payments
Customizable invoices and receiptsCreate customizable manual and automated invoices and receipts. Add your own branding. Then generate, edit, print, or email them directly from the calendar. Allow clients to view, download and pay invoices on their client portal.Create customizable manual and automated invoices and receipts. Add your own branding. Then generate, edit, print, or email them directly from the calendar. Allow clients to view, download and pay invoices on their client portal.
Direct Medicare integrationThe medicare integration allows you to submit bulk-billed or patient claims directly through Zanda. This integration connects directly to Medicare and does not involve any third parties. All required claim information is stored in your Zanda account, and there are no extra fees.The medicare integration allows you to submit bulk-billed or patient claims directly through Zanda. This integration connects directly to Medicare and does not involve any third parties. All required claim information is stored in your Zanda account, and there are no extra fees.
Diagnosis codes (pre-set ICD-10 codes)Utilize pre-set ICD-10 codes or create custom lists to record diagnoses, symptoms, and client encounter details in profiles and invoices.Utilize pre-set ICD-10 codes or create custom lists to record diagnoses, symptoms, and client encounter details in profiles and invoices.
Session packs and authorizationsTrack sessions, hours, or money allocated to clients through referrals, prepaid service packs, and more.Track sessions, hours, or money allocated to clients through referrals, prepaid service packs, and more.
Integrated online paymentsZanda integrates with Stripe, a PCI Service Provider Level 1, the highest certification under the Payment Card Industry Data Security Standard.Zanda integrates with Stripe, a PCI Service Provider Level 1, the highest certification under the Payment Card Industry Data Security Standard.
Integrate for free and process payments. Costs vary by region. See pricing.
Integrate for free and process payments. Costs vary by region. See pricing.
Store and process credit cardsUse Stripe integration to securely store and process client credit cards, enabling online pre-payments, portal deposits, and required portal payments.Use Stripe integration to securely store and process client credit cards, enabling online pre-payments, portal deposits, and required portal payments.
PCI compliance and managementZanda integrates with Stripe, a PCI Service Provider Level 1, the highest certification under the Payment Card Industry Data Security Standard.Zanda integrates with Stripe, a PCI Service Provider Level 1, the highest certification under the Payment Card Industry Data Security Standard.
Communication and documentation
Practice Operations Manual with AI toolsAccess over 100 pre-made policies and procedures that you can customize to fit your specific requirements, giving you a comprehensive Practice Manual for your business. Use free Bizzy: AI Write & Refine tools for drafting and refining your practice documentation manuals.Access over 100 pre-made policies and procedures that you can customize to fit your specific requirements, giving you a comprehensive Practice Manual for your business. Use free Bizzy: AI Write & Refine tools for drafting and refining your practice documentation manuals.
Notes and forms templates libraryChoose from dozens of pre-built clinical and admin notes and form templates and use as-is or edit to suit your specific needs. Automatic assessments and progress reports available.Choose from dozens of pre-built clinical and admin notes and form templates and use as-is or edit to suit your specific needs. Automatic assessments and progress reports available.
Progress notesCreate, sign and lock notes. Options to email or print notes.Create, sign and lock notes. Options to email or print notes.
Paperless intake formsGather client information and digital signatures through online forms that automatically save to their profiles. Automatically populate client data with linked profile fields. Securely share online forms with clients via email or client portal.Gather client information and digital signatures through online forms that automatically save to their profiles. Automatically populate client data with linked profile fields. Securely share online forms with clients via email or client portal.
Scored assessments and client progress reportsOnline forms with automatic assessment scoring and progress reports in each client profile. Use assessment forms with scoring available in our templates library and build your own using the template builder.Online forms with automatic assessment scoring and progress reports in each client profile. Use assessment forms with scoring available in our templates library and build your own using the template builder.
Ready-to-use and customizable communication templatesUse customizable templates for SMS, email, and letters. Add images, links, online forms, and documents to share with clients. Build perfect email and letter templates using free Bizzy: AI Write tool.Use customizable templates for SMS, email, and letters. Add images, links, online forms, and documents to share with clients. Build perfect email and letter templates using free Bizzy: AI Write tool.
Customizable communication templatesDesign your own custom templates for various types of communication. Build perfect email and letter templates using free Bizzy: AI Write tool. Include images, links, online forms, and documents to share with your clients.Design your own custom templates for various types of communication. Build perfect email and letter templates using free Bizzy: AI Write tool. Include images, links, online forms, and documents to share with your clients.
Communication automationsAutomated communication with clients and your team to streamline operations. Includes automated communications for new client intakes, pre- and post-appointment automations, invoicing automation and recalls, and incomplete forms reminders.Automated communication with clients and your team to streamline operations. Includes automated communications for new client intakes, pre- and post-appointment automations, invoicing automation and recalls, and incomplete forms reminders.
File uploads and two-way sharingUpload files and documents directly to client profiles for recordkeeping and share with your clients via the client portal. Sort files into categories for effortless retrieval and viewing. Allow clients to upload files via online forms and the client portal to share with your team. Files are automatically saved in their profiles.Upload files and documents directly to client profiles for recordkeeping and share with your clients via the client portal. Sort files into categories for effortless retrieval and viewing. Allow clients to upload files via online forms and the client portal to share with your team. Files are automatically saved in their profiles.
1,000 GB file storage, up to 30 MB per file
1,000 GB file storage, up to 30 MB per file
Secure practice management
ISO 27001 certifiedISO 27001 is a globally recognized standard for information security management. Zanda’s ISO 27001 certification indicates that we have put stringent security protocols in place to safeguard against unauthorized access, data theft, and information corruption.ISO 27001 is a globally recognized standard for information security management. Zanda’s ISO 27001 certification indicates that we have put stringent security protocols in place to safeguard against unauthorized access, data theft, and information corruption.
HIPAA compliantZanda is HIPAA compliant, which means that the company has implemented policies and procedures to ensure the privacy, confidentiality, integrity, and availability of protected health information.Zanda is HIPAA compliant, which means that the company has implemented policies and procedures to ensure the privacy, confidentiality, integrity, and availability of protected health information.
GDPR compliantThe General Data Protection Regulation (GDPR UK and GDPR EU) sets high standards for data privacy across the UK and EU. Zanda meets these requirements by applying comprehensive measures to protect the personal data of individuals in these regions.The General Data Protection Regulation (GDPR UK and GDPR EU) sets high standards for data privacy across the UK and EU. Zanda meets these requirements by applying comprehensive measures to protect the personal data of individuals in these regions.
CCPA compliantCalifornia state law gives California residents the right to know what personal information is being collected about them and the right to request that it be deleted. Being CCPA compliant means that Zanda has implemented measures to protect the privacy of the personal information of California residents.California state law gives California residents the right to know what personal information is being collected about them and the right to request that it be deleted. Being CCPA compliant means that Zanda has implemented measures to protect the privacy of the personal information of California residents.
User profilesCreate a user profile for each person with access to Zanda, including practitioners, billers, schedulers, and practice managers.Create a user profile for each person with access to Zanda, including practitioners, billers, schedulers, and practice managers.
One administrative user profile
Unlimited administrative user profiles
Two-factor authentication (2FA)Enable two-factor authentication for even more secure user access to Zanda.Enable two-factor authentication for even more secure user access to Zanda.
Custom levels of user access to account data and featuresSelect available features for each user profile to define the level of user access to client data and files, and other account features, such as billing, reporting, client communication and data export.Select available features for each user profile to define the level of user access to client data and files, and other account features, such as billing, reporting, client communication and data export.
One user profile with full access to available features
Practitioner calendarsAdd a calendar for each practitioner who provides services to clients. Choose permissions to suit your practice.Add a calendar for each practitioner who provides services to clients. Choose permissions to suit your practice.
One practitioner calendar
Add practitioners (monthly cost per additional practitioner varies by region). Discounted rate available for the first six months.
Internal practice notifications hub (Practice Hive)View system notifications, including client portal activities, forms and files uploads, online payments, as well as Zanda release notes.View system notifications, including client portal activities, forms and files uploads, online payments, as well as Zanda release notes.
Internal team chatChat with colleagues seamlessly, use channels to organize conversations and get notifications of new messages.Chat with colleagues seamlessly, use channels to organize conversations and get notifications of new messages.
Marketing toolsSeamlessly integrate with Mailchimp and utilize Zanda’s built-in Bulk Send functionality. Also, enjoy early access to Zanda’s webinars.Seamlessly integrate with Mailchimp and utilize Zanda’s built-in Bulk Send functionality. Also, enjoy early access to Zanda’s webinars.
Extensive account reportsGenerate account activity, client, financial and system reports with the ability to customize the output.Generate account activity, client, financial and system reports with the ability to customize the output.
Practice DashboardSee your practice activity at a glance. Understand performance and trends.See your practice activity at a glance. Understand performance and trends.
Data exportExport your account data at any time. The exported data will be organized in CSV files and ZIP folders with the digital files and scanned documents. User access to the database export can be restricted.Export your account data at any time. The exported data will be organized in CSV files and ZIP folders with the digital files and scanned documents. User access to the database export can be restricted.
Multiple accounts managementLink multiple Zanda accounts to one umbrella account for easy navigation between the accounts. Suitable for large practices with multiple business entities, or virtual assistants providing support to many practices who use Zanda as their practice management software.Link multiple Zanda accounts to one umbrella account for easy navigation between the accounts. Suitable for large practices with multiple business entities, or virtual assistants providing support to many practices who use Zanda as their practice management software.
User activity trackingAll user activity is automatically recorded and can be audited at any time.All user activity is automatically recorded and can be audited at any time.
Client list importComplimentary one-time import of existing client lists, tailored to your needs and schedule.Complimentary one-time import of existing client lists, tailored to your needs and schedule.
Comprehensive data importComplimentary comprehensive one-time import of your database from other systems, tailored to your specific needs and schedule.Complimentary comprehensive one-time import of your database from other systems, tailored to your specific needs and schedule.
Live customer supportA dedicated support team is available around the clock.A dedicated support team is available around the clock.
Chat and email support always available, or book a call with us
Chat and email support always available, or book a call with us
Customer resourcesAsk our HelperBee AI support agent questions in real time, explore the extensive knowledge base of written and video tutorials, or access the Zanda Academy to learn about Zanda and practice management best practices.Ask our HelperBee AI support agent questions in real time, explore the extensive knowledge base of written and video tutorials, or access the Zanda Academy to learn about Zanda and practice management best practices.
See what users are saying about Zanda
The interface is really user-friendly, it has great features that are needed for Private Practice and great customer support. I especially love the client profile section and the fact that it's easily adaptable to any client base (such as minors and couples!). You can add contacts to get appointment reminders as well as the client themselves and you can add an emergency contact.
Kim Simmons
Has made life as a solo practitioner so much easier! Enabling clients to schedule their own appointments and having control over the time frames for booking and cancellation. Very simple platform. Can also use for my own appointments and set reminders.
Louise B.
My Virtual Assistant business works with psychotherapists, counsellors and psychologists in private practice and we always recommend Zanda to them when they are looking to upgrade their systems to an EHR. The fact that invoices can be customised to allow easy medical insurance invoicing is great and a real time saver.
Kim Simmons
Zanda' is very easy to use, maintain and extract reports you need for your analysis and calculations. I always have a history of patient's improvements, their activity and all financial reports periodically and by product or service. I recommend Zanda.
H.S.
Before Zanda, we had Excel spreadsheets and Word docs on a shared drive. Clients were waiting on the list for 2 years with no updates. Now every SMS, every email, every note is in one place automatically.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines) James Cook University (JCU) — student-led clinics
I like the fact that Zanda supports every aspect of my business: appointments, invoices, video calls, client booking portal, etc. It has reduced my admin hours and has reduced my time on appointment bookings, as people can book their own time slots. The introduction of AI has also made a significant difference when it comes to writing client notes.
Peter F.
Zanda integrates seamlessly with…
Got questions?
We can help!
The free trial gives you 14 days to test-drive the system and see how it works. There are no costs or commitments. If you decide not to continue with Zanda your trial will simply expire. Starting a trial is simple and instant–you don’t even need a credit card!
If you decide to continue with Zanda and convert your trial before your trial period expires, you still won’t pay anything until after your free trial finishes.
Our pricing is structured around the number of practitioners within your practice. A practitioner is an individual who schedules appointments with clients. The Starter Plan includes one practitioner and one administrative staff member as a user. In contrast, our Growth Plan allows unlimited administrative staff to be added as users without any additional charges.
Example 1:
Sarah operates a health practice with 10 employees, including 7 practitioners and 3 administrative staff. She selects the Group Growth Plan. The administrative staff incur no additional fees. During her first six months, she benefits from an introductory discount, which reduces the cost for each additional practitioner. After the discount period, the regular per-practitioner rate applies. If Sarah adds more practitioners, the cost per additional practitioner is adjusted according to the plan’s pricing structure. To calculate your exact costs please see the pricing calculator above.
Example 2:
Matthew is embarking on his health practice journey. Initially, he is the sole practitioner. He opts for the Starter Plan, which perfectly fits his needs as a sole practitioner. His partner, included as the one administrative user, can assist with administrative tasks without incurring extra charges. Since Matthew is just beginning, he is within the 1000 appointment limit, making the Starter Plan ideal for his current needs.
Subscription:
Your subscription fee depends on the plan you select, which is based on the number of active practitioners in your account.
Starter Plan: Includes one user and one practitioner, up to 1000 appointments, and essential features.
Growth Plan: Priced per practitioner and includes unlimited users, unlimited appointments, advanced features, and support for larger practices with multiple practitioners.
Optional Add-Ons:
SMS Sending: You’ll be charged for any text messages (SMS’s) you have used at the end of each monthly billing cycle. The SMS rate is shown above and this is based on the standard maximum SMS length of 160 characters. SMS messages that are longer than this can be sent but will be split into multiple messages for sending and then rejoined for the recipient (this is done by the telecommunications companies and is outside of our control). The SMS rate shown above is for each SMS of up to 160 characters. See more information about SMS charges here.
Dedicated SMS Number (United States and Canada Only): Businesses in the US and Canada are required to have a dedicated SMS number to send SMS messages. For more information, see Dedicated SMS Numbers.
Telehealth Pro: Each practitioner includes 4 free Telehealth Pro sessions monthly; unlimited calls are available on the paid Telehealth Pro add-on at the rate shown above. Telehealth Pro is free during the 14-day trial period. More details are on the Telehealth Pro FAQs.
Emails: All emails, including appointment reminders, are free.
Stripe: Zanda integrates with Stripe, allowing you to process credit cards online. Stripe deducts Processing Fees on a per-transaction basis and includes a Connect fee.
Billing: All fees (subscription and optional add-ons) are processed automatically each month and a receipt is available from within your account.
Billing is done monthly for the month ahead, with any optional add-on fees from the previous month added to your bill. Billing starts after your free trial period, even if you convert to a paid account during the trial.
For example:
Jane starts a free trial on the 10th and converts to a paid account on the 12th. She is billed on the 24th, the date her trial expires, based on the number of practitioners or the plan selected.
As a solo practitioner on the Starter Plan, Jane is billed the Starter Plan price. The next month, she is billed the Starter Plan base price plus any optional add-ons from the previous month.
Absolutely not! We don’t believe in locking people into contracts. You can increase, decrease, or close your account at any time. In fact, we even have a 100% Money-Back Guarantee should you decide Zanda is not the right fit for you anytime during your 12 months with us.
Yes, all Zanda support is free. Our friendly support team can assist you via chat or email for all plans. Additionally, the Growth Plan includes phone support. You can also access our extensive helpdesk articles and video tutorials for additional guidance.
Simply login to your trial account (or create one if you haven’t already). Once you’ve logged in, click ‘Convert Account’ and enter your credit card details. That’s it – you’re good to go!
We accept Visa or Mastercard (credit or debit).
Zanda is cloud-based, meaning you don’t need to download or install any software. Everything runs securely from your internet browser. You can access Zanda from your desktop, laptop, tablet, or smartphone, and it’s compatible with Windows, Mac, iOS, and Android.
To access Zanda, you’ll need an internet connection. We recommend keeping your internet browser updated for an optimal experience.
A practitioner is a professional who has appointments with clients, such as a Psychologist or Physiotherapist (Physical Therapist). A user is someone with access to your Zanda account but does not have appointments, such as a receptionist or bookkeeper.
Yes, you can export your data within minutes at any time.
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1,000 appointments
