Owl Practice Blog - Page 29 of 35 - Canada's Practice Management Solution

NEW: Client Waitlist

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A quick Tuesday post to share a small (but much requested) feature release: Now Available: Client Waitlist Many of you have asked for a waitlist feature for Owl Practice – it’s now here!  Now, in addition to “Active” and “Inactive”, there is a new “Waitlist” status for clients. To put a client on your practice waitlist, simply head to the Contact ...

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NEW: Recurring Personal Appointments

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Hi everyone, We pushed out a quick feature enhancement to Owl Practice overnight. Recurring Personal Appointments You’ve asked for it, so we’ve built it!  Now when you set up a Personal Appointment, you can make it a recurring appointment. It works very much the same as recurring session. Simply click on the Recurrence field and select from one of the frequency options ...

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New Year’s Resolutions!

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Happy New Year, everyone! Everyone at Owl wishes you a safe and prosperous 2016! If you’re one of our long-time customers, a new client, or someone considering giving us a shot, we hope your year will be successful and happy! Owl was originally conceived for a specific group practice in Toronto (Andrew’s partner’s practice) and was designed with the day-to-day ...

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NEW: Manual Payment Allocation

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Hi everyone! We wanted to share a quick update about a feature that launched today! As you may know, when a client has multiple unpaid sessions in Owl, and you Record a Payment, Owl automatically allocates the payment to the oldest session, because it assumes you want to pay that off first. This works really well most of the time, ...

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Owl’s Tips for Year-End Part 2: Accounting Details for your Accountant

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As we learned in Part 1, Account Summaries are a simple and fast way to get a client’s financial history together for them. Owl is designed to save you time, and having the ability to grab all of a client’s data in one place and pass that on to the client themself is incredibly helpful. But what about your accountant? ...

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