1. Automated Invoice System: A streamlined invoice creation process is now in place. The system automatically links invoices to clients’ calendar appointments, filling in details such as time, duration, and date. It integrates with client records (including personal details like date of birth and address) and price codes, ensuring accurate and efficient billing. Invoices are promptly sent to clients directly from the system.

2. Integrated Outlook Calendar: The Outlook calendar is now linked with clients’ information. Each appointment or event is associated with relevant client records, allowing for quick access to details like personal information or appointment history directly from the calendar.

3. Centralized Client Information Storage: All client data is securely stored in one centralized location. This includes essential records such as contact details, personal information, and service history, making it easy to retrieve and update as needed.

4. Client Notes Repository: A dedicated space has been established to store detailed client notes. This feature allows you to document important information and updates, enhancing client relationship management and follow-up.

5. File Storage for Client-Related Documents: The system now provides a secure storage solution for client-related files, such as PDFs, Word documents, and other formats. These files are organized and easily accessible within the client’s profile for seamless management.