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Clients
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Bookings
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Add Client
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Phase 1 · Back-office
Dashboard
Where every client stands, at a glance.
+ Add Client
All clients
Clients
Click any client to open their file.
+ Add Client
Bookings
Appointments logged in the CRM. Google Calendar sync arrives in the next step.
+ New booking
All bookings
← Back to clients
Add a new client
The client code is generated automatically.
Full name (with title)
Code: —
Clinic / facility
City & State
Speciality
Phone (WhatsApp)
Email
Segment
Individual Doctor
Clinic / Polyclinic
Lab — Pathology
Diagnostic / Imaging Centre
Hospital / Nursing Home
Tier
Foundation
Growth
Authority
Monthly fee (₹, ex-GST)
Auto-filled from the rate card — change it for free/goodwill clients.
Cancel
Save client
New booking
Logs an appointment against a client.
Client (doctor)
Patient name
Patient phone
Service
Date & time
Cancel
Create booking