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Description
ClearClient serves as an all-in-one client intake and document management solution designed to streamline the process of gathering documents, overseeing onboarding, handling contracts, issuing invoices, and maintaining organized client files within a single, user-friendly workspace. By eliminating the need to search through endless email threads, disorganized folders, and various spreadsheets, ClearClient provides teams with a centralized platform to efficiently manage every aspect of the client journey, from initial intake all the way to the final record. This innovative approach not only saves time but also enhances collaboration among team members.
Description
Online booking, online intake forms, customer engagement, marketing campaign tools, etc. Customers can book appointments when it suits them. Clients can complete online intake forms and waivers. With just a few clicks, you can access business management tools and reports. Integrated payment technology speeds up client purchases. Securely store client names and addresses in one database. You can take control of your online reputation. You can see and choose which reviews go live. Keep your client database current. DaySmart Spa stores client information such as names, contact information, product preferences and past services. DaySmart Spa's client management tools allow you to send thank-you messages or birthday greetings to your clients.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
DaySmart Appointments
Facebook
QuickBooks Online
Pricing Details
$19.99/month
Free Trial
Free Version
Pricing Details
$85 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClearClient
Founded
2026
Country
United States
Website
www.clearclient.io
Vendor Details
Company Name
DaySmart Software
Founded
1999
Country
United States
Website
www.daysmartspa.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Medical Spa
Appointment Management
Before & After Pictures
Client Management
Gift Card Management
HIPAA Compliant
Inventory Management
Package Creation
Spa
Appointment Management
Client Management
Employee Management
Inventory Management
Loyalty Program
Membership Management
Online Booking
Payroll & Commission
Point of Sale (POS)
