Getting started
Set up your clinic and find your way around.
Daily operations
Bookings, clients, forms and clinical records.
Calendar & bookings
Create, move, reschedule and check out appointments — plus recurring bookings and CSV import.
5 min read
Managing clients
Build client files, track history and credit, and import your existing client list.
4 min read
Consult forms
Send digital consultation & consent forms clients complete before their visit.
3 min read
Treatment charts
Record clinical notes against each appointment, with templates, body maps and photos.
4 min read
Medical alerts
Automatic safety flags for allergies, pregnancy, medications and more — shown everywhere it matters.
3 min read
Grow your clinic
Retention, reviews, messaging and AI help.
CRM & client retention
Segment clients, assign follow-up tasks, and automatically win back lapsed clients.
4 min read
Surveys & Google reviews
Collect private feedback and route your happiest clients to leave a Google review.
3 min read
SMS setup
How clinic text messages work, top-ups, your sender name, and going live.
4 min read
AI Assistant
Ask business questions, draft marketing copy and client replies, and save your processes.
3 min read
Admin & settings
Team, reporting, billing and integrations.
Staff & permissions
Add team members, set roles, working hours, pay and fine-grained access.
4 min read
Reports
Understand your business with executive, financial, appointment, client and staff reports.
3 min read
Billing & subscription
Manage your Azordi subscription, payment method and invoices.
2 min read
Integrations
Connect marketing tools like Mailchimp and Klaviyo to sync opted-in clients.
3 min read
Marketing & tracking (Google & Meta Pixel)
Add your own Google Analytics, Google Ads and Meta (Facebook) Pixel so you can see which marketing turns into bookings.
5 min read
