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Software overview: Consultancy Management

Our Consultancy Management software is ideal for those working across the health, fitness, and therapy arenas. Doctors, Dentists, Personal Trainers, Physiotherapists, Reflexologists, Nutritionists, Chiropractors – the list is endless – it looks after your client’s health and your stock!

The Consultancy Management software enables you to keep track of appointments, manage the progress of your clients, keep notes of new stock to be ordered, and so much more.

Address Book

Hold all of your names and find them by category, name, address and telephone number – Do an envelope for a letter, by exporting an address and opening Word at the same time – Do labels from the addresses page for parcels or letters – Attach pictures, see related files and standard letters – If you have lists you can add people to them from the address book – See past appointments, treatments and private notes – Name 5 names in your address book to reflect your personal interest, for example people’s weight, height, ethnicity or anything else; you can then use that information to find people to be added to lists or email lists – See details of two other people, without moving from the address you are on


See appointments for anyone, record appointments, times, cost, comments and tick to invoice

See Treatment Notes

The same treatment notes are in the both the address book and appointments – Write details, 3 photos and anything from your computer like X-rays and reports

Product Sales

Select client, select product, shows ‘In Stock’, unit and price, enter number and ‘Tick to Invoice’

Date List

These are ways of grouping people for communication (see address book) – Use mail merge for letters, or bulk labelling for letters and Christmas – See addresses of anyone and communicate with them by phone, etc – See date of list, and send and copy names from one list to another


You can order goods and receive them, stock takes can be done and orders for low stock placed automatically


You can telephone and email from the screen, do bulk emails and letters; easy to add names and to mail merge