The client journey, from first booking to final invoice
Booking to billing automations, with every step connected. One platform, one login, unlimited potential.
New Client Booking
Clients register on a custom-branded portal, book online 24/7 and pay at booking. Track scheduling and financial details with Google Analytics.
- Online booking 24/7
- Pay at time of booking
- Waitlists
- Multi-location
- QR codes & embeds
- Online booking 24/7
- Pay at time of booking
- Waitlists
- Multi-location
- QR codes & embeds
Intake Forms & Client Portal
Clients complete forms and e-sign online. Everything saves automatically to their Zanda client profile, no manual data entry needed.
- Digital forms
- e-Signatures
- Consent collection
- Secure client portal
- Auto-save to record
- Digital forms
- e-Signatures
- Consent collection
- Secure client portal
- Auto-save to record
Reminders & Prep
SMS and email reminders sent automatically. Clients confirm via SMS reply, and if there's a cancellation, the practice instantly sees waitlist suggestions to fill the slot.
- Automated SMS reminders
- Automated email reminders
- SMS confirmation replies
- Instant waitlist suggestions
- Reduced no-shows
- Automated SMS reminders
- Automated email reminders
- SMS confirmation replies
- Instant waitlist suggestions
- Reduced no-shows
Calendar Management
See the whole practice at a glance. Availability rules run automatically so clients only see open times, and rooms or resources are booked alongside every appointment.
- Multi-practitioner views
- Room & resource bookings
- Personal availability blocks
- Drag & drop scheduling
- Conflict alerts
- Multi-practitioner views
- Room & resource bookings
- Personal availability blocks
- Drag & drop scheduling
- Conflict alerts
Billing, Invoices & Payments
Invoices are auto-created and sent with a payment link the moment a session ends. Unpaid? Automated reminder messages chase it up, all inside the same system as the client EHR.
- Auto-created invoices
- Included payment link
- Automated unpaid reminders
- Medicare/DVA/NDIS
- US insurance billing
- Auto-created invoices
- Included payment link
- Automated unpaid reminders
- Medicare/DVA/NDIS
- US insurance billing
Clinical Notes & Treatment Plans
Customizable note templates, body charts, and BizzyAI streamline notes effortlessly. Scored forms track progress and generate reports, so documentation takes a fraction of the time.
- Built-in AI tools
- Scored forms
- Progress reports
- Custom note templates
- Body chart annotation
- Built-in AI tools
- Scored forms
- Progress reports
- Custom note templates
- Body chart annotation
Appointment Delivery
In a room, at another location, or via telehealth, Zanda handles it all. Review the client profile at a glance before each session so you walk in prepared to connect with your clients.
- In-room & multi-location
- Telehealth (Zoom)
- Client profile at a glance
- Group appointments
- Recurring appointments
- In-room & multi-location
- Telehealth (Zoom)
- Client profile at a glance
- Group appointments
- Recurring appointments
Reporting & Insights
Pre-built reports cover practitioner utilization, practice revenue, appointments, invoices and more. Export to Excel, surface insights with BizzyAI, or connect your own tools via the public API (beta).
- Practitioner utilization
- Revenue & financials
- Appointments & invoices
- Excel data export
- Public API (beta)
- Practitioner utilization
- Revenue & financials
- Appointments & invoices
- Excel data export
- Public API (beta)
Automations & Integrations
Connect Xero, Mailchimp, and Stripe, automate client recalls to bring people back without lifting a finger, and use the public API (beta) to build your own custom integrations.
- Xero
- Stripe & Square
- Mailchimp
- Zoom (telehealth)
- Google Calendar
- Outlook & iCal
- Google Analytics
- Medicare & NDIS
- Physitrack
- Recall automation
- Public API (beta)
- Xero
- Stripe & Square
- Mailchimp
- Zoom (telehealth)
- Google Calendar
- Outlook & iCal
- Google Analytics
- Medicare & NDIS
- Physitrack
- Recall automation
- Public API (beta)
Admin, Security & Team Management
ISO 27001 certified and HIPAA and GDPR compliant, enterprise-grade security without the complexity. Role-based permissions keep your team in the right places, and the built-in Practice Operations Manual helps you run the business.
- ISO 27001 certified
- HIPAA & GDPR compliant
- Role-based permissions
- 2FA
- Practice Operations Manual
- ISO 27001 certified
- HIPAA & GDPR compliant
- Role-based permissions
- 2FA
- Practice Operations Manual
Explore features by workflow stage
One connected platform built to support every stage of your practice.
BizzyAI Purpose-built AI for clinical notes, documentation, and practice insights, all secure and designed specifically for health practitioners.
Calendar Management A full-featured scheduling system with drag-and-drop, recurring appointments, multi-location support, and conflict detection.
Claiming & Billing Streamlined insurance and government claiming for Medicare, DVA, NDIS, and US clearinghouse workflows.
Clinical Notes Customizable note templates, body charts, autosave, BizzyAI tools, and full note history for every client.
Client Management Centralized client profiles with records, communications, classification, recalls, and secure file storage.
Client Portal A branded self-service portal for online booking, payments, forms, telehealth links, and client documents.
Online Forms Custom digital forms for intake, consent, and assessments, all sent by SMS or email and auto-saved to client records.
Payments & Invoices Branded invoices, Stripe card payments, session packs, statements, and automated payment workflows.
Practice Operations Manual 100+ editable policies and procedures built for allied health so you can create your own practice manual inside Zanda.
Reports & Analytics Client, financial, and practice reports with a real-time dashboard, Excel export, and practitioner-level filters.
SMS & Email Automated reminders, 2-way SMS chat, bulk messaging, and customizable communication templates.
Telehealth HIPAA-compliant video consultations powered by Zoom, with in-app links, group sessions, and telehealth-type locations.
Allow Search Engine Indexing Let search engines index your client portal so new clients can find and book with your practice directly from Google.
Block Portal Booking per Client Control which clients can book online independently from your in-clinic booking settings, giving your practice more flexibility and control over your schedule.
Appointment Conflict Alerts A notification alert signals conflicts between new and existing appointments when scheduling.
Calendar Sync Sync your Zanda calendar with Google, Outlook, and Apple Calendar.
Client Portal Branding Customize your portal with your logo, color scheme, and banners to create a seamless branded experience for clients.
Contacts Book on Behalf of Clients Allow parents, guardians, and carers to book and manage appointments for linked client profiles through the client portal.
Drag-and-Drop Calendar Quickly move appointments and adjust session times directly from the calendar with simple drag-and-drop scheduling.
Easy Client Appointments Create and manage client appointments for each client session.
Flexible Portal Access Control which portal features clients can access, including bookings, invoices, and forms.
Group Appointments Create and manage group appointments with multiple participants, invoicing, and individual reminders.
Hover Card Hover over any appointment to instantly see client details, service type, invoice status, and appointment info without clicking in.
Multi-Location Support Manage practitioner availability across multiple locations. Location context applies automatically to appointments and flows through to the client portal.
Online Self-Scheduling Clients can book, reschedule, or cancel their own appointments 24/7 right through the client portal with no phone call needed.
Portal Payments Clients can pay for appointments online at the time of booking or later through the portal.
Recurring Appointments Set recurring appointments in just a few clicks and easily update a single session, future appointments, or the entire series as schedules change.
Room & Resource Booking Allocate rooms and equipment to appointments and prevent double-bookings across your practice.
Self-Serve Waitlist Let clients add themselves to your waitlist directly from the portal, reducing admin burden and ensuring your schedule remains full.
Waitlist Management Store waitlist preferences and send available times to clients via SMS to fill cancellations automatically.
Appointment Flags & Warnings Use colored flags and warning markers to highlight special appointment conditions at a glance.
Availability Exception Rules Block specific dates or times outside your normal hours based on leave, training, or one-off changes.
Custom Calendar Display Adjust calendar display size, ordering, and column layout to suit your team and workflow.
Multiple Calendar Views Switch between daily, weekly, and multi-practitioner views with configurable time intervals and business hours.
Personal Appointments Block time in your diary for personal or internal appointments that don't involve clients.
Printable Appointments Print your appointment schedule directly from the calendar for offline reference.
Quick Jump Navigation Jump to any date instantly with the date selector and quick-jump navigation tools.
Auto-Save to Record Completed form responses save automatically to the client record with no manual data entry.
Client Documents & File Sharing Share files with clients and let them securely upload documents back to your practice, accessible from both the app and the client portal.
Custom Profile Fields Add custom fields to client profiles to capture any data your practice needs, with field types, tagging, and integration into forms and communications.
e-Signatures Collect legally binding digital signatures on forms and consent documents.
Gender Identity, Sex & Pronouns Capture sex, gender identity, and preferred pronouns on client profiles, with pronoun merge fields that flow through to communications automatically.
Linked Client Profiles Link guardian, parent, or carer profiles to client profiles and manage their invoicing, appointments, and communications separately.
Online Intake Forms Send custom intake, consent, and assessment forms by SMS or email, with responses automatically saved to the client record.
Portal Forms Clients can access, complete, and submit intake forms directly from their portal.
Scored Forms & Progress Reports Score assessment forms and track client outcomes visually over time.
2-Way SMS Chat Send and receive real-time SMS conversations with clients directly inside Zanda, with messages synced to appointment and client records.
Automated SMS & Email Reminders Send up to 3 automated SMS and email reminders per appointment with fully adjustable timing.
BizzyAI: Refine Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
BizzyAI: Scribe Transcribe live sessions and create clinical notes in your style to save about an hour of admin time per day.
BizzyAI: Write Draft emails, letters, and practice manual articles from scratch using AI tailored to your style and ready to send.
Body Chart Annotation Draw and annotate on body charts directly within clinical notes.
Custom Note Templates Create clinical note templates with text fields, checkboxes, multiple choice, body charts, and diagrams to match the way your practice documents care.
Duplicate Previous Note Save time on recurring sessions by duplicating previous notes and using them as a starting point for new documentation.
ePrescribing (Beta) Send electronic prescriptions directly from the app (currently in beta for eligible practitioners).
File Attachments to Notes Attach files and documents directly to session notes for complete, consolidated clinical records.
Note Visibility Controls Restrict note access to the owning practitioner only. Essential for multi-disciplinary clinics and psychology practices.
Physitrack Integration Share exercise programs and resources with clients via Physitrack, with access to progress reports and a large exercise library.
Print SMS/Email Print any individual SMS or email message directly from the client record. Useful for audits, clinical records, and offline reference.
Restore Deleted Notes & Forms Recover accidentally deleted clinical notes and forms keeping your records safe and complete.
Signed Clinical Notes Add a typed signature to clinical notes to meet sign-off requirements for student practitioners or local compliance needs.
Split View & Note History View past notes alongside a new note and scroll through previous note history.
Telehealth HIPAA compliant and ISO 27001 certified video conferencing powered by Zoom.
Automatic Statement Generation & Sending Automatically generate and send statements to clients on a schedule, cutting down admin time without lifting a finger.
Automatic Superbill Creation & Sending Automatically generate and send monthly superbills to clients, saving your team hours of manual billing work each month.
De-Identified Invoices Generate invoices with identifying details removed to aid in privacy-sensitive billing scenarios.
Restore Deleted Invoices Recover accidentally deleted invoices from a client's profile, restoring the invoice and all its original line items.
Invoicing & Receipts Branded invoices and receipts with flexible line items, custom text, and multiple payment methods.
PDF Invoice Attachment Automatically attach invoices as PDFs to emails sent via automations or directly from the app, making it easy for clients to access and keep their records.
Medicare / DVA / NDIS Claiming Built-in support for Australian claiming workflows including Medicare, DVA, and NDIS billing.
Session Packs Create and manage session pack templates to track prepaid sessions, hours, or amounts.
Statements & Superbills Combine multiple invoices into a single statement or superbill for clients or insurers.
Stripe Payments Accept card payments in-account and through the client portal via Stripe, ensuring card details are stored securely.
Third-Party Billing Assign invoices to third-party payers such as insurers or plan managers, with statement filtering by payable party.
Tyro / Healthpoint Accept card-present payments via Tyro terminal with automatic invoice assignment, plus private health insurance claiming via Healthpoint. AU only.
US Insurance Billing Supports US clearinghouse integration and insurance billing workflows for American practices.
US Insurance Eligibility Check Verify client insurance eligibility in real time directly from Zanda, including CMS-1500 form support for US insurance billing workflows.
Xero Integration Export invoices and payments to Xero for seamless bookkeeping.
Advanced Search & Bulk Actions Search and filter your full client list, then bulk-update records, export data, or send bulk communications.
Automation & Workflows Automate invoicing, appointment follow-ups, new client onboarding, recalls, and more.
BizzyAI: Insights Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history.
Bulk Messaging Send bulk SMS and emails to targeted lists of clients.
Communication Templates Reusable email, SMS, and letter templates with merge fields for personalized outreach.
Email Activity Report Track email delivery, open rates, and engagement across all client communications.
Google Analytics Integration Connect Google Analytics to your client portal to track booking sources and client behavior.
Mailchimp Integration Export client lists to Mailchimp for email marketing campaigns.
Practitioner Utilization Report Track practitioner hours, appointment load, and availability utilization across your team.
Recall Automations Automatically contact clients who haven't rebooked to keep your schedule full and client relationships active.
Reporting & Dashboard Client, financial, and practice reports with a real-time dashboard, Excel export, and date/practitioner filters.
Targeted Automation Filters Filter automations by client classification, status, practitioner, service, location, and more for precise targeting.
Telehealth & AI Usage Reports Practice reports include telehealth sessions and BizzyAI: Scribe usage to track adoption and utilization across your team.
2FA & ISO 27001 Security Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Privacy Act compliance, with audit log access.
Audit Logs & Data Export Access log files, export your full account data, and manage storage to stay in control of practice data.
Gmail Integration Send emails from Zanda using your own Gmail account, keeping your communications consistent and in your name.
Microsoft Outlook Integration Send emails from Zanda using your Microsoft Outlook account for a seamless, branded communication experience.
Mobile Friendly Full access on any mobile phone or tablet via browser without downloading an app.
Practice Hive Team Chat Keep your team connected with secure group chat, dedicated channels, file sharing, and real-time notifications.
Public API (Beta) Securely connect Zanda to your own tools via the public API (GET endpoints available now, POST coming next).
Report Access Permissions Split report access into client reports and financial reports so each team member only sees what's right for their role.
Tasks Create and manage client and practice tasks in one place with in-page editing, due date filters, and batch SMS/email send for high-volume follow-ups.
User Permission Settings Granular access controls across calendar, billing, clinical, and admin areas.
Loved by health practices worldwide
The practice management software loved worldwide
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