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 ...
Read NowNEW: Recurring Personal Appointments
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 ...
Read NowNew Year’s Resolutions!
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 ...
Read NowNEW: Manual Payment Allocation
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, ...
Read NowOwl’s Tips for Year-End Part 2: Accounting Details for your Accountant
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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