SuiteDash for wellness practitioners
Bookings, intake forms, packages, resources and messages in a calm portal your clients enjoy using.
Sound familiar?
- Intake forms arrive on paper or by email and get retyped.
- Package sessions are tracked in a notebook.
- Clients ask for the same home exercises or resources again and again.
Five workflows we would build for your practice
Online intake
Intake forms completed before the first visit, stored on the client record.
Booking and reminders
Appointment booking with reminders to reduce no-shows.
Packages
Session packages sold, billed and tracked, so clients see what they have left.
Resources
Home plans, guides and recordings shared in each client’s portal.
Follow-up
Check-in messages and rebooking prompts after each session.
What your clients would see
A sample portal for a made-up wellness practice. Click the sidebar to look around.
Welcome, Dr. Kim!
- Sam Patel5-session package40% completedWorking
- Ruth AdamsInitial assessment0% completedPending
- Chris Young10-session package70% completedWorking
- Dana MoorePost-op rehab plan100% completedCompleted
- $240.00 USD · Sam PatelW-204Open balance: $240.00OpenDueNov 8
- $95.00 USD · Ruth AdamsW-201Open balance: $95.00OpenDueNov 5
- $180.00 USD · Chris YoungW-196Open balance: $180.00OverdueDueOct 20
Bookings & Forms
- Intake form completedRuth Adams30 min ago
- Visit booked for ThursdaySam Patel2 h ago
- Package purchasedChris YoungYesterday
- SPSam PatelClient · 5-session packageActive
- RARuth AdamsClient · New clientIntake pending
- CYChris YoungClient · 10-session packageActive
- DMDana MooreClient · Post-op rehabCompleted
- 5-session packageSam Patel · due Dec 20Working2 of 5 (40%)
- Initial assessmentRuth Adams · due Nov 5Pending0 of 1 (0%)
- 10-session packageChris Young · due Nov 30Working7 of 10 (70%)
- Post-op rehab planDana Moore · due Oct 22Completed8 of 8 (100%)
- W-204$240.00 (USD) · one time · Sam PatelOpen
- W-201$95.00 (USD) · one time · Ruth AdamsOpen
- W-196$180.00 (USD) · one time · Chris YoungOverdue since Oct 20
- W-190$360.00 (USD) · one time · Sam PatelPaid
- My Files
- Staff Files
- Company Files
- Contact Files
- Packages
- File Requests
- Documents
- SPSam PatelNewHome exercisesThe new plan is working. Is it OK to add the resistance band?Today
- RARuth AdamsFirst visitForm is done. Is there parking near the clinic?Oct 30
- CYChris YoungRe: progressKnee feels much better this week, thank you.Oct 27
Automations
- Visit bookedSend intake form and reminder 24 h beforeOn
- Package purchasedCreate package, share welcome guideOn
- Session completedShare home plan, prompt to rebookOn
- Two sessions leftOffer package renewalOff
Welcome, Sam!
Book visits, complete forms and see your home plan.
- Due Dec 205-session package40% completedWorking
Showing 1 results
- $240.00 USDW-204OpenDueNov 8
- $360.00 USDW-190PaidDueOct 1
Showing 2 results
My packages
- 5-session packageDue Dec 20Working2 of 5 (40%)
Billing
- W-204$240.00 (USD) · due Nov 8Open
- W-190$360.00 (USD) · due Oct 1Paid
- My Files
- Shared with 5-session package
- File Requests
- Documents
Messages with Stillwater
Dr. Leah KimThanks, we have what we need for now. We’ll update you here as soon as there’s news.
Sam PatelThe new plan is working. Is it OK to add the resistance band?
A sample portal for a made-up wellness practice, laid out like a real SuiteDash build. Switch between the owner’s dashboard and the client’s portal, and click the sidebar to look around.
Wellness practices: common questions
How do I move intake forms online?
Build the intake as a form clients complete before their first visit, and make it part of an On-Boarding FLOW so it is done before they book. Answers land on the client record, and nothing needs retyping.
Can I store health information in SuiteDash?
SuiteDash states that it maintains ongoing HIPAA compliance and offers a Business Associate Agreement for customers who store protected health information. If HIPAA applies to your practice, request and sign that BAA before storing health information. Rules also vary by country and profession, so we review your obligations with you before deciding what the portal should store. See our page on SuiteDash for medical practices for details.
Can clients book appointments in SuiteDash?
Yes. SuiteDash has appointment scheduling with reminders. We connect it to your calendar and to each client record, so bookings, packages and notes all sit together, and clients can rebook from the portal after each session.
Can SuiteDash track session packages?
Yes. We set up packages so clients buy them once, and you and the client can both see how many sessions are left. Billing can be upfront, in instalments or as a monthly membership.
Is SuiteDash suitable for health information?
SuiteDash states that it maintains ongoing HIPAA compliance and offers a Business Associate Agreement for customers storing protected health information. If HIPAA applies to you, sign that BAA first. Rules vary by country and profession, so we review your requirements before recommending what to store.
Can I share exercise plans and resources?
Yes. Plans, guides and recordings can be shared in each client’s portal, or as a resource library for all clients. Clients find them in one place instead of asking you to resend them.
SuiteDash services behind every industry setup
Also set up for: medical & radiology practices, agencies, coaches & consultants, accountants & bookkeepers, law firms, it & msps.
Let’s set up SuiteDash for your practice
30 minutes. No obligation. You’ll leave with a plan.