(We recommend to and Circle the Features you would like to review with us)
|
Appointment |
ClientMagic |
ClientMagic Pro |
Screen View |
|
1. Colorized Appointment Manager |
YES |
YES |
View Screen |
|
2. Definable appointment Reasons
|
YES |
YES |
View Screen |
|
3. Definable appointment Notes |
YES |
YES |
View Screen |
|
4. Next available time search by provider |
YES |
YES |
View Screen |
|
5. Reoccurring day and time up to 1 year |
YES |
YES |
View Screen |
|
6. Client Check in notification |
YES |
YES |
View Screen |
|
7. Cut, Paste, Drag Drop, Copy, Resize |
YES |
YES |
View Screen |
|
8. Double, Triple, Quadruple + book time |
YES |
YES |
View Screen |
|
9. Quick block unavailable time |
YES |
YES |
View Screen |
|
10. Global block for range of days and time |
YES |
YES |
View Screen |
|
11. Variable appointment time slots |
YES |
YES |
View Screen |
|
12. Invoice directly from appointments |
YES |
YES |
View Screen |
|
13. Past appointments tracking |
YES |
YES |
View Screen |
|
14. Printed today's appointment list |
YES |
YES |
View Screen |
|
15. View all appointments on one screen |
YES |
YES |
View Screen |
|
16. Daily, Weekly by providers |
YES |
YES |
View Screen |
|
17. Confirmation work list and marking |
YES |
YES |
View Screen |
|
18. Confirmed notification reports/worksheets |
YES |
YES |
|
|
19. No show and canceled appointment marking |
YES |
YES |
|
|
20. Client New Appointment Card (special printer req.) |
YES |
YES |
|
|
21. Client Notes/Formula automatic copy/Two way |
NO |
YES |
|
|
22. Multiple appointments, same day/client - 1 click |
NO |
YES |
|
|
23. Automated linked billing from Client Check in |
NO |
YES |
|
|
24. Outlook and PDA/Cell Phone integration |
NO |
YES |
|
|
25. Operator Reason Time Linking |
NO |
YES |
|
|
26. Online Appointments |
NO |
YES |
|
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|
Invoicing |
ClientMagic |
ClientMagic Pro |
Screen View |
|
1. Family Member tracking |
YES |
YES |
|
|
2. Quick price quote lookup |
YES |
YES |
|
|
3. Category lookup |
YES |
YES |
|
|
4. Super bills / bundled items & services |
YES |
YES |
|
|
5. Item, number quick search / add |
YES |
YES |
|
|
6. Line item date changeable |
YES |
YES |
|
|
7. Line item producer changeable |
YES |
YES |
|
|
8. Line item entry person definable |
YES |
YES |
|
|
9. Barcode scanner support |
YES |
YES |
|
|
10. Price / Quantity / Discount definable |
YES |
YES |
|
|
11. Write in Item or service |
YES |
YES |
|
|
12. Accepts gift cards / Coupons |
YES |
YES |
|
|
13. On screen client status (no checks etc.) |
YES |
YES |
|
|
14. Electronic cash drawer support |
YES |
YES |
|
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15. Client take home messages |
YES |
YES |
|
|
16. Item, Service linkable messages |
YES |
YES |
|
|
17. Post dated check date set |
YES |
YES |
|
|
18. Provider, Operator Preferred link to Client |
YES |
YES |
|
|
19. Invoices, Estimates on Hold |
YES |
YES |
|
|
20. Estimate invoices with bottom disclaimer |
YES |
YES |
|
|
21. Instant Reminders for email, lists, labels and postcards |
YES |
YES |
|
|
22. Instant Recalls for phone reminder to call |
YES |
YES |
|
|
23. Instant Client Alerts popup when accessing client |
YES |
YES |
|
|
24. Line item insert, delete |
YES |
YES |
|
|
25. Receipt Printer Support (With cutter) |
YES |
YES |
|
|
26. Previous amounts due shown |
YES |
YES |
|
|
27. Multiple Providers on same invoice |
YES |
YES |
|
|
29. Re-occurring billing definable |
YES |
YES |
|
|
30. Invoice take home message |
YES |
YES |
|
|
31. Automatic invoicing from linked appointment |
NO |
YES |
|
|
32. Prepaid item quantity remaining / layaway tracking |
NO |
YES |
|
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|
Client Profile |
ClientMagic |
ClientMagic Pro |
Screen View |
|
1. 15 cross referenced lookups |
YES |
YES |
|
|
2. Speed entry Capitalization |
YES |
YES |
|
|
3. 43,000 Zip code database for fast city state entry |
YES |
YES |
|
|
4. Source definable and searchable |
YES |
YES |
|
|
5. Client Status user definable |
YES |
YES |
|
|
6. DL#, SS#, Co Client, Alt Address |
YES |
YES |
|
|
7. Client Notes with automatic dating |
YES |
YES |
|
|
8. Notes change follow-up recall triggering |
YES |
YES |
|
|
9. Direct email triggering |
YES |
YES |
|
|
10. Automated Phone dialing |
YES |
YES |
|
|
11. Co-Client Support |
YES |
YES |
|
|
12. Past client revenues by years |
YES |
YES |
|
|
13. 1,2,3 line address definable |
YES |
YES |
|
|
14. Duplicate phone number warning |
YES |
YES |
|
|
15. Sales tax exempt / no service charge def. |
YES |
YES |
|
|
16. Reminder preferences definable |
YES |
YES |
|
|
17. Past invoice change/delete/view |
YES |
YES |
|
|
18. Reminder / Recall / Appointment viewing |
YES |
YES |
|
|
19. Client Picture support |
YES |
YES |
|
|
20. Client balance due display and aging |
YES |
YES |
|
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21. Invoice line items without opening invoice |
YES |
YES |
|
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22. Client Photo |
YES |
YES |
|
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23. Click to email client |
YES |
YES |
|
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24. Client / Operator discount definable |
YES |
YES |
|
|
25. Before / After Pictures |
YES |
YES |
|
|
26. Family member linking Child with Pictures |
YES |
YES |
|
|
27. Rewards Cards points tracking and conversion |
NO |
YES |
|
|
28. Medical Templates, mark able for view |
NO |
YES |
|
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Inventory Control |
ClientMagic |
ClientMagic Pro |
Screen View |
|
1. Services separate from items |
YES |
YES |
|
|
2. Packaging quantity / Type definable |
YES |
YES |
|
|
3. Cost to list % markup control |
YES |
YES |
|
|
4. Packaging fee definable |
YES |
YES |
|
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5. Categorization |
YES |
YES |
|
|
6. Minimum price & discount or no disc. |
YES |
YES |
|
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7. Vendor ID / Name |
YES |
