Appointment calendar
Calendars by specialist and room; free slots and clashes at a glance.
INDUSTRY · CLINICS & HEALTHCARE
From appointment to session, every client on record.
OCTO for clinics and healthcare providers: appointments and sessions, client records, packages, payments and reporting.
Where does it hurt today?
- Appointments, sessions and payments are kept in different places.
- Past sessions and documents of a client are hard to reach.
- Specialist and room capacity cannot be planned.
INSIDE OCTO
Clinics & Healthcare: how it works
OCTO interface · sample data
WHAT YOU MANAGE
A platform that speaks your industry’s language.
Sessions and packages
Sold packages, remaining and completed sessions on the client record.
Client records
Client details, notes and documents on one record, with role-based access.
Payments
Session and package payments, balances and collection reports.
Reminders
Appointment and follow-up reminders for staff and clients.
Reporting
Specialist utilisation, sessions and revenue on one board.
FLOW
From order to shipment, without gaps.
- 01
Appointment request
- 02
Client record and package
- 03
Session and notes
- 04
Payment and balance
- 05
Follow-up appointment
- 06
Utilisation and revenue report
REFERENCES AND SUCCESS STORIES
Who we work with in this industry.
RELATED SOLUTIONS
Most used in this industry.
Frequently asked questions
How is client data protected?
Access is limited by role-based permissions and record history is kept by the platform. We define data scope together during the project.
Can several branches be managed?
Branches, specialists and rooms are defined for your organisation during set-up.
Where shall we start?
ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.