Help center
How can we help?
Short, step-by-step guides for owners, the front desk, practitioners, and your clients. Every screenshot is from our made-up demo clinic.
New to Freedom Practice? Start here.
- 1Set up your clinic, step by stepThe nine steps that take a new clinic from empty to booking clients, about an hour in all.
- 2Services and add-onsAdd the services clients can book, with length, price, prep and cleanup time, and optional add-ons.
- 3Your team and what each role seesAdd practitioners and staff logins, and what owners, managers, front desk, practitioners, and billing staff can see.
- 4Hours, days off, and time offSet each practitioner's usual weekly hours, open or close single dates, and approve time-off requests.
Nothing matches. Ask us below and we will answer within one business day.
Getting started
Set up your clinic and your team.
- Set up your clinic, step by stepThe nine steps that take a new clinic from empty to booking clients, about an hour in all.
- Services and add-onsAdd the services clients can book, with length, price, prep and cleanup time, and optional add-ons.
- Your team and what each role seesAdd practitioners and staff logins, and what owners, managers, front desk, practitioners, and billing staff can see.
- Hours, days off, and time offSet each practitioner's usual weekly hours, open or close single dates, and approve time-off requests.
- Branding and locationsYour clinic name, logo, colors, and font; the name on texts; and locations with their own time zones.
- Booking policiesThe cancellation window, late cancellation and missed-visit fees, cards on file, and approval before confirming.
- Phone, texting, and the AI receptionistYour clinic number, two-way texting, reminders, and when the AI receptionist answers calls, texts, and chat.
- Booking on your websiteShare your booking link, add a booking button or page to your website, open the chat assistant, and make campaign links.
Front desk
The schedule, check-in, checkout, messages, and balances.
- Book, move, and change visits on the scheduleBook from an empty time or New appointment, drag a visit to move it, drag its edge to change its length, and find a time across the team.
- Check in and check outCheck a client in, mark the visit complete or a no-show, take payment with a tip, and sell products.
- The inbox: texts, calls, voicemail, and faxTwo-way texts with clients, calls to return, voicemail, faxes in and out, and notes for your team.
- Client profilesContact details, visits, conversations, billing, packages, family members, flags, and photos in one place.
- Balances, reminders, waived fees, and receiptsThe ledger of what is due and paid, balance reminders with a pay link, waiving a fee, and HSA/FSA receipts.
- Staff HomeWhat each role sees first after signing in: today's visits, what needs doing, and the numbers that matter to them.
- Classes and group sessionsSchedule a class once or weekly, let clients book spots, keep a waitlist, and mark attendance.
- Insurance cards and claimsClients add their insurance card from their phone, the front desk checks it with the plan, and the CMS-1500 fills in from it.
- The waitlistClients join a waitlist for a full day, get a text when a time opens, and claim or decline it.
Practitioners
Notes, plans, your hours, and letters.
- Write and sign a visit noteQuick text for your practice type, the body chart, intake answers, the AI scribe draft, and signing and locking.
- Treatment plans and check-in scoresPlans with goals and "6 of 12 visits", review dates, and a pre-visit check-in clients fill in on their phone.
- Letters, records, and chart searchLetters from templates, a records release PDF, the chart summary, and search across notes.
Owners and managers
Reports, marketing, payments, security, and your plan.
- PaymentsPick Square or Stripe, turn on Apple Pay and Google Pay, sell packages with pay-later options, and link QuickBooks.
- Security, the audit log, and exporting your dataTwo-step sign-in, session length, idle sign-out, office IP limits, the audit log, and a free export of your data.
- Let Freedom Tech support into your accountGive support a set time in your clinic to help, see everything they do in the audit log, and end it any time.
- Reports and business insightsVisits, bookings, revenue, booking sources, busiest hours, each practitioner's numbers, payouts, and clients to follow up.
- Marketing, reviews, and loyaltyReview requests after visits, birthday and win-back messages, promo codes, campaign links, and loyalty rewards.
- House callsChoose the services done at clients' homes, the ZIP codes you serve, and a travel fee; see addresses and your route for the day.
- Your Freedom Practice plan and billStart your 14-day free trial, change plans or practitioners, update your card, download invoices, or cancel.
Your clients
What clients see, so you can help them.
Contact support
Still stuck? Ask us.
A person at Freedom Tech reads every message and answers by email within one business day, usually sooner. In the app, use Contact support in your account menu and we will see which screen you were on.
Please do not include client names, dates of birth, or health details. Describe the screen and the steps instead. If we need to look at a record, the clinic owner can let us in for a set time under Settings → Security → Support access.
Or email support@freedompractice.app.