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Physical Therapy and Massage Therapy Features
Overview This article shows a breakdown of the features available in StudioCloud that are of interest for a massage business General List of Features General Features | Free StudioCloud | EmployeeBoost | Available For Mac, Windows, iPhone, iPad, iPod Touch, Android Phones and Android Tablets | X | X | Access OFFLINE on your desktop | X | X | Quick and Easy Installation | X | X | User manual, written tutorials, and video tutorials | X | X | Community forum support | X | X | Multiple methods of importing data | X | X | Automatically back up your information online | X | X | Access Your Business Information ONLINE from any internet enabled device | X | X | Access and edit data from your iPhone, iPad, Android Phone, and Android Tablet | X | X | Manually backs up data online (Requires Clicking On The Syncing Process bar)
| X | (Optional) | Manually syncs between multiple computers (Requires Clicking On The Syncing Process bar)
| X | (Optional) | Automatically backs up your data while working
| | X | Automatically syncs between multiple computers | | X | Automatically syncs between multiple internet devices | | X | Email, trouble ticket, and live chat support | | X | Cloud Storage to attach images and files to clients, appointments, projects and tasks |
| X | Automatically syncs between multiple users | | X |
EmployeeBoost Features EmployeeBoost Features | Free StudioCloud | EmployeeBoost | Schedule multiple employees, locations, & equipment | | X | Security role based access control | | X | Advanced Scheduler | | X | Tracks users login times and locations | | X | Automatically syncs multiple users over the internet | | X | Employees can login and out from any location | | X | Automatically calculates payroll hours | | X | Tracks employee sales by event or invoice | | X |
Client Management Features
Client Management Features | Free StudioCloud | EmployeeBoost | Manage Clients | X | X | Manage Leads/Prospective Clients | X | X | Track and Manage Clients From Organizations | X | X | Track Client Relationships | X | X | Track Birthdays and Anniversaries | X | X | Track SOAP history For Insurance Billing Using The Logbook.
| X | X | View Client History of Invoices, Sessions, Etc. | X | X | Generate Personalized Contracts Based on Client Information (e-Signature requries CloudForms subscription) | X | X | Add and Schedule Clients on the Go From Your iPhone, iPad, Android phone, Android tablet | X | X |
Point of Sale Features Point of Sale Features | Free StudioCloud | EmployeeBoost | Quickly generate invoices and estimates | X | X | Print invoices, estimates, and quotes | X | X | Create Payment Plans | X | X | Request and Receive Online Payments* *Requires a Cayan account. Learn More Here | X | X | Email invoices and estimates | x | X | Customizable price lists | X | X | Services | X | X | Packages | X | X | Process returns & void transactions | X | X | Assign product codes | X | X | Credit card processing with one click | X | X | Orders/Projects automatically enter project management | X | X | Supports most currencies | X | X | Multiple taxation structures (GST, PST, VAT, etc.) | X | X | Automatic sales tax calculation | X | X | Generate contracts based on invoice information | X | X |
Scheduling Features Scheduling Features | Free StudioCloud | EmployeeBoost | Drag and drop appointments | X | X | Pop up alerts | X | X | Customizable color schemes | X | X | Customizable Appt. & Event types | X | X | Connect clients to appts. Or events | X | X | Month, week, and day view | X | X | Print out daily/weekly schedules | X | X | Generate contracts based on calendar information | X | X | Schedule on the go from your iphone, ipad, android phone, android tablet | X | X | Allow clients to book appointments online (Requires CloudBooking Subscription)
| | | Automatic client email reminders (Requires CloudAlerts or EmployeeBoost Subscription) | | X | Export calendar to third party devices such as ical, outlook, iphone calendar, etc Requires CloudProofing, CloudBooking, CloudForms, CloudAlerts and/or EmployeeBoost subscription
| | X | Schedule multiple employees, locations, & equipment | | X | Filtering capabilities | | X | Advanced Scheduler | | X |
Bookkeeping Features Bookkeeping Features | Free StudioCloud | EmployeeBoost | User friendly accounting | X | X | Custom categories, accounts, payees, payers, etc | X | X | Tracks all transactions | X | X | Income and expenses | X | X | Cost of goods sold | X | X | Reconcile with bank | X | X | Tracks multiple account balances | X | X | Cash based accounting | X | X |
Project Management Features Project Management Featuers | Free StudioCloud | EmployeeBoost | Manage events, projects, tasks, or orders | X | X | Create task templates for repetitive tasks | X | X | Create Pipelines for Projects | X | X | Automatically generate projects and tasks from clients, events or invoices | X | X | Prioritize using an easy 5 star system | X | X | Set deadlines | X | X | Receive popup alert reminders for tasks and projects | X | X | Manage tasks and projects | X | X | Assign projects and tasks to employees | | X |
Reporting Features Reporting Features | Free StudioCloud | EmployeeBoost | Helpful visual graphs | X | X | Generate reports from any date range | X | X | Referral summaries | X | X | Marketing campaigns success rates | X | X | Revenue per hour or event | X | X | Sales reports | X | X | Payments received | X | X | Who owes me money | X | X | Sales tax reporting | X | X | Profit / Loss | X | X | Employee sales report by event/appointment | | X | Employee sales report by invoice | | X |
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