AssisTime is ideal for the individual user as well as for those working with several colleagues.
If your user group is large enough, you will receive an additional discount on your subscription!
All your client information in one place: contact details, history, forms, files and follow-ups.
14-day free trial · No commitment · Support in English and French
An address book on your phone, paper forms in a filing cabinet, notes in your emails, invoices somewhere else: finding a client's history takes time. In AssisTime, every client has a complete electronic file, linked to your calendar and your invoicing.
Contact details, several emails and phone numbers, contact type (client, supplier, partner…) and custom fields specific to your business: drop-down lists, checkboxes, text areas.
Appointments, meetings, notes, invoices, forms and emails sent: each client's history is shown in their file, from newest to oldest.
Create your own forms: intake, consent, health questionnaire, treatment notes… Send them to your clients to fill in online before their appointment, or fill them in yourself during the session. Signatures, rating scales, checkboxes: every answer is filed directly in the client's record. Reminders are sent automatically by email for any form left unanswered, and the tracking page shows who received, opened, completed or let their form expire.
Don't want to start from a blank page? Choose from intake questionnaires, consent forms and session notes designed for your profession, from massage therapy to construction. Try the preview, add the form in one click, then adapt it to your practice.
Does your professional college require that a progress note or report can no longer be changed once signed? Turn on the locking of signed forms: a form that bears a signature can no longer be edited or deleted, by anyone. To correct it, you save a new entry from it; for a data-entry error, you can also cancel it with a reason: it stays visible, marked as cancelled, right down to its PDF.
Add a body chart to your forms. With one click on the front or back of the figure, you or your client place a numbered marker on the area concerned, then describe it: pain, tension, treated area. The result appears in the client's file and in the form's PDF.
Schedule a reminder to get back to a client: it shows up in your calendar and on your home page until it is done.
Attach documents, photos and PDFs to the file. Information you must not miss (allergy, preference, balance due) is highlighted as soon as the file is opened.
Contact management is included in the base plan, along with the calendar: $10 per month (taxes extra, 12-month commitment). The free trial lasts 14 days, with no commitment.
It is a tool that keeps your clients' contact details, the history of your exchanges, your notes and your documents in one place, so you can follow up on every relationship without losing anything.
It is included in the base plan, along with the calendar, from $10 per month (taxes extra). The free trial lasts 14 days.
Yes. Import an Excel or CSV file and match its columns to AssisTime fields. Duplicates can then be detected and merged.
Yes. You create your forms, send them by email and your clients fill them in online; the answers are filed in their record. You can also fill in a form yourself, for example during the session.
No. The form library offers ready-to-use intake questionnaires, consent forms and session notes, sorted by profession. You preview a form, add it in one click and adapt it freely. You can also suggest your own forms for the library.
Yes. Your account administrator turns on the locking of signed forms under Contacts, Settings, Options. From then on, a form that bears a signature, including those already signed, can no longer be edited or deleted. A mistake is corrected by cancelling the document with a reason: it stays visible, marked as cancelled. Turning it on is permanent.
Yes. Add a body chart to your form: one click on the front or back of the figure places a numbered marker, and each marker has its own description line. Either you or your client can fill it in.
Yes. Files are shared among the users of your business, according to the type of access you give each one.
Several security measures protect your data, which only the users of your business can access. It is backed up every 24 hours. Each user can also turn on two-factor authentication: a code from an app or by email, in addition to the password.
AssisTime is ideal for the individual user as well as for those working with several colleagues.
If your user group is large enough, you will receive an additional discount on your subscription!
Check the modules you want: $3 each
Running a spa or a clinic with several massage therapists? One price per room, with unlimited employees.
Contacts, calendar, online booking, invoicing and accounting included
Referral program also available!
Prices for a 12-month commitment. Monthly payments also available (additional fee of $1 + tax per month).
Gather all your customers' information in one place!
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Create your invoices, enter your expenses, generate your reports in just a few clicks!
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