Revenue
Packages & Sessions
Multi-treatment plans, per-visit session tracking, calendar-linked visits, and client digital signatures when sessions are completed.
Package enrollments
Problems we solve
- Manual session counting on spreadsheets
- No visibility into next visits or who performed each session
- Paper consent slips lost or disputed after package treatments
- No audit trail tying completion to staff and treatment date
Benefits
- Plan and custom package enrollment with treatment lines
- Per-treatment session counts, day gaps, and next visit dates
- Calendar booking from pending sessions and weekly call lists
- Client digital signature captured at session completion
- Staff attribution and completion dates for accountability
- Edit sessions, reset mistakes, and recalculate future dates
How it works
Step 1
Sell
Enroll the patient on a plan or custom multi-treatment package.
Step 2
Deliver
Open Sessions, mark each visit complete, record who performed treatment, and capture the client's digital signature on the device.
Step 3
Retain
Track upcoming visits, book appointments, and follow weekly call lists until the package is finished.
Feature list
- Package plans with multi-treatment lines and session counts
- Enrollment on catalog plans or fully custom packages
- Optional auto-schedule of appointments on enrollment
- Session table: next date, linked appointment, status, completed on
- Mark Done flow with treatment date, practitioner, and notes
- Signature pad for client digital signature (stored on the session)
- View saved signatures when reviewing completed visits
- Admin edit and reset of completed sessions when needed
- This week's package visits list for proactive rebooking
- Bill from enrollment and tie revenue to package delivery
Roles
Counselors · Front desk · Practitioners
Use cases
Hair regrowth packages · Laser course bundles
Business impact
Improved package utilization · Proactive rebooking