Home/Clients & notes/Client records & custom fields
Track what you actually care about

Track what you care about. No form builder.

Which oils a client reacts to. What pressure they like. Whether they're a referral. Say it, and it's a field on every client record, filterable, without a form builder.

Say it to Palm
Track which oils each client reacts to.
Track what pressure each client likes.
I want to track injections.
Set. Want to see what it would have done to your last two months?Palm
What it does

Client records & custom fields, in detail.

Fields by asking

"Track which oils each client reacts to." A field on every client record, instantly.

Record types by asking

"I want to track injections." A new kind of record with its own fields.

Filterable

Every field shows up in client lists and segments.

Never a migration

Fields are rows. An unknown kind of field can't reach storage; Palm never runs DDL.

Archive, never delete

Once answers exist, a field or record type is archived, not dropped.

You invent fields, never kinds

The kinds of field are a closed list: text, number, date, choice, and so on. You can add any number of fields and never a kind you'd have to explain to the database.

On the client

Pressure preference, oil sensitivities, how they heard about you.

On a visit

Room used, add-ons, therapist notes.

On something of your own

Injections, equipment, packages you invented.

Say it to Palm
Track which oils each client reacts to.
Track what pressure each client likes.
I want to track injections.
Set. Want to see what it would have done to your last two months?Palm
Say it to Palm
Track which oils each client reacts to.
Track what pressure each client likes.
I want to track injections.
Set. Want to see what it would have done to your last two months?Palm

One record per client

History, notes, forms, packages, messages, and whatever you added, in one place.

Every visit

With the SOAP note attached.

Every message

Texts and emails in the thread.

Every policy

Deposit, card, approval, as resolved for this client.

"Practitioner creates forms in Word because software forms do not fit."
r/massage
Questions

About client records & custom fields

Is there a form builder?

No. Say the field and it exists. The list of field kinds is fixed; the fields aren't.

Can I import fields from my old system?

Tags, notes, birthdays, referral sources import. Custom columns can be mapped on the way in.

Can I delete a field?

If nothing has been entered in it, yes. Once answers exist it's archived, so nothing is lost.

More in clients & notes

Say it once. It books that way.

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