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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 FeaturesFree StudioCloudEmployeeBoost
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 FeaturesFree StudioCloudEmployeeBoost
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 FeaturesFree StudioCloudEmployeeBoost
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 AnniversariesXX
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

Point of Sale Features

Point of Sale FeaturesFree StudioCloudEmployeeBoost
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
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 FeaturesFree StudioCloudEmployeeBoost
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

  
Schedule multiple employees, locations, & equipment
 
X
Filtering capabilities
 
X
Advanced Scheduler
 
X

Bookkeeping Features

Bookkeeping FeaturesFree StudioCloudEmployeeBoost
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 FeatuersFree StudioCloudEmployeeBoost
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 FeaturesFree StudioCloudEmployeeBoost
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