Zanda

Free eBook: 21 Marketing Hacks

Marketing for Health Practices

Marketing for Health Practices eBook

Most practice owners don’t know what kinds of marketing or advertising they should try, and it often becomes a big, scary area that gets avoided. This guide changes that with 21 practical hacks from real health practice owners who have tried and tested what works.

  • How to reach hundreds of potential clients through free media, presentations & local events
  • Leverage your existing client database with bulk SMS campaigns
  • Low-cost tactics like O.P.W.’s, posters & micro-advertising that actually fill your calendar
  • Digital strategies: Google Ads, Facebook targeting, SEO basics & online bookings
  • How to stand out, build referral networks & become a go-to media source
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Zanda is practice management software with AI inside. More time for clients. More time for you.

Billing & Payments

  • Invoicing & Receipts
    Branded invoices and receipts with flexible line items, custom text, and multiple payment methods.
  • Stripe Payments
    Accept card payments in-account and through the client portal via Stripe. Store card details securely and collect payments at the time of booking.
  • 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.
  • Xero Integration
    Export invoices and payments to Xero for seamless bookkeeping.
  • Medicare, DVA & NDIS Claiming
    Built-in support for Australian claiming workflows including Medicare, DVA, and NDIS billing.
  • US Insurance Billing
    Supports US clearinghouse integration and insurance billing workflows for American practices.

Client Portal

  • Online Self-Scheduling
    Clients can view availability and book, reschedule, or cancel their own appointments 24/7.
  • Portal Payments
    Clients can pay for appointments online at the time of booking or later through the portal.
  • Portal Forms
    Clients can access, complete, and submit intake forms directly from their portal.
  • Client Documents
    Share files with clients and let them upload documents back to your practice securely.
  • Waitlist from Portal
    Clients can add themselves to the waitlist from the portal if enabled.
  • Portal Branding
    Customise the portal with your logo, colors, and banners to match your practice.
  • Google Analytics Integration
    Connect Google Analytics to your client portal to track booking sources and client behavior.

Clinical

  • BizzyAI: Scribe
    Transcribes live sessions and creates clinical notes in your style — saving practitioners ~1 hour per day.
  • BizzyAI: Refine
    Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
  • Custom Note Templates
    Build templates with text areas, checkboxes, multiple choice, body charts, and diagrams.
  • Body Chart Annotation
    Draw and annotate on body charts directly within clinical notes.
  • Online Intake Forms
    Custom forms for intake, consent, and assessments sent by SMS or email — responses auto-save to the client record.
  • Scored Forms & Progress Reports
    Score assessment forms and track client outcomes visually over time.
  • Telehealth
    HIPAA compliant and ISO 27001 certified video conferencing powered by Zoom.

Communication

  • Automated SMS & Email Reminders
    Send up to 3 automated SMS and email reminders per appointment with fully adjustable timings.
  • 2-Way SMS Chat
    Communicate with clients in real-time back-and-forth text conversations, synced to appointment records.
  • Bulk Messaging
    Send bulk SMS and emails to targeted lists of clients from within Zanda.
  • Automation & Workflows
    Automate invoicing, appointment follow-ups, new client onboarding, recalls, and more.
  • Communication Templates
    Reusable email, SMS, and letter templates with merge fields for personalised outreach.
  • Practice Hive Team Chat
    Secure group chat and channels for your team, with file sharing and notifications.
  • Targeted Automation Filters
    Filter automations by client classification, status, practitioner, service, location, telehealth type, and more for precise targeting.

Practice Management

  • Reporting & Dashboard
    Client, financial, and practice reports with a real-time dashboard, Excel export, and date/practitioner filters.
  • User Permission Settings
    Granular access controls across calendar, billing, clinical, and admin areas.
  • Practice Operations Manual
    100+ editable policies and procedures built for allied health practices — ready to use from day one. Use BizzyAI: Refine to polish and customise policies with AI.
  • BizzyAI: Insights
    Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history — no manual searching required.
  • Mobile Friendly
    Full access on any mobile phone or tablet via browser — no app download required.
  • 2FA & ISO 27001 Security
    Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Australia's Privacy Act compliance, with audit log access.
  • Integrations
    Connect with Xero, Stripe, Mailchimp, Google Analytics, Physitrack, and more.

Scheduling

  • Easy Client Appointments
    Create and manage client appointments for each client session.
  • Recurring Appointments
    Easily recur an appointment based on the specified intervals. Edit or delete one, one and the following, or all appointments in the series.
  • Group Appointments
    Create and manage group appointments with multiple participants, invoicing, group communication, and individual reminders.
  • Drag-and-Drop Calendar
    Move appointments and adjust start/finish times directly on the calendar by dragging.
  • Waitlist Management
    Store waitlist preferences and send available times to clients via SMS to fill cancellations automatically.
  • 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.

See what practitioners are saying about Zanda

Zanda is an excellent resource to have. It is very efficient for scheduling appointments, and it makes writing notes as easy as can be. Zanda makes billing and invoicing seamless. The automated appointment reminders are an excellent tool that Zanda incorporates. Overall, Zanda is a reliable and easy resource that I highly recommend and will continue to use in daily practice.
Wilson Thorpe
I love most everything about Zanda. Super easy to use and has made our client management more efficient.
Demetrius Gabriel
Zanda makes my business run smoothly and reduces my admin time to an extremely manageable amount. It is user-friendly and intuitive to use. Once all your tools, forms and letters are as you want them, client file management & communication with other professionals is merely a couple of clicks. My case load is now higher as my admin time is so low.
Sam Spencer
Once I'd put the work in to tailor it to my mobile dental practice, it became indispensable. I rely on it for everything.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
Over the past year Zanda has proven a great tool for managing my counselling practice. I love its Zoom integration. I've greatly benefited from their private and secure AI note-taking tools to remove friction and help overcome my perfectionism with client note-taking. Their customer service has also been excellent.
Jeremy Ward
Zanda keeps growing and improving. It's meeting what we need in these times.
Shalav, Solo Private Practice
Psychologist

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