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  Software Features Summary

Each of our features are designed to target a user friendly and intuitive interface. We advocate the "KISS" principal for "Keep It Simple Software". Menus are logical and easy to use, screens are clear and understandable. Our ClientMagic System can be navigated with a mouse or keyboard and there are no right click functions to remember.

ClientMagic is used by Veterinarians, Salons and Spas, Driving Schools, Medical and Legal offices, Contractors, Music studios and other organizations that require a high quality scheduler with available billing and inventory control. Our software will help cut expenses, control inventory, increase client satisfaction and retention, we guarantee it!

ClientMagic "Software designed with the user in mind!"
Hours are Any-Time call 1-800-583-3786


(We recommend you and Circle the Features you would like to review with us)
Appointments Le & CM   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. Barber shop style "Wait List" with urgent flag NO YES  
27. Online Appointments  (optional) NO YES  
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Invoicing Le  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  
 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 1 Mo. to 12 Months NO YES  
 30. Automated credit card billing, invoice creation NO YES  
 31. Invoice take home message YES YES  
 32. Automatic invoicing from linked appointment NO YES  
 33. Market item pick list (popular items for this client) NO YES  
 34. On click past purchases view, invoice add NO YES  
 35. Prepaid item quantity remaining / layaway tracking NO YES  
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Client Profile Le 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 all 3 numbers 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  
 21. Invoice line items without opening invoice YES YES  
 22. Client Photo YES YES  
 23. Click to email client YES YES  
 24. Client / Operator discount definable YES YES  
 25. Before / After Pictures YES YES  
 26. Family member linking dependents with Pictures NO YES  
 27. Family member on Appointment with lookup NO YES  
 27. Rewards Cards points tracking and conversion NO YES  
 28. Medical Templates, markable for view NO YES  
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Inventory Control Le  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  
   5. Categorization  YES YES  
   6. Minimum price & discount or no disc. YES YES  
   7. Vendor ID / Name YES YES  
   8. SKU and Barcode YES YES  
   9. Stock level control with low warning YES YES  
 10. Circle sheet support YES YES  
 11. Invoice printable Item notes YES YES  
 12. Low inventory report YES YES  
 13. Reminder Linking YES YES  
 14. Recall linking YES YES  
 15. Purchasing control with vendor ID NO YES  
 16. Purchasing worksheet NO YES  
 15. Multiple Po's from one worksheet NO YES  
 16. Vendor Price increase warning NO YES  
 17. Past purchases cost control NO YES  
 18. Fast entry duplication purchasing NO YES  
 19. Custom labels by product NO YES  
 21. Prints product bar code labels to any format NO YES  
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Reports Le Pro Screen View
    1. Daily cash balance / over or short  YES YES  
    2. Daily bank deposit slips YES YES  
    3. Date definable provider production YES YES  
    4. Date range available for reports YES YES  
    5. Organization production by item YES YES  
    6. Production graphs YES YES  
    7. Sales Tax 1, 2 and Exempt reports YES YES  
    8. Organization analyzer report YES YES  
    9. Client Statements with defined cutoff YES YES  
  10. Client recall / reminder reports YES YES  
  11. Client lookup query / mail merge YES YES  
  12. Gift Card Valuation Reports YES YES  
  13. Production reports by category YES YES  
  14. Commission and Tips report NO YES  
  15. Create your own reports writer for all tables NO YES  
  16. Export file for Accounting NO YES  
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General Le  Pro Screen View
    1. Onscreen backup data file reminder YES YES  
    2. Automated Backup definable (XP Only) YES YES  
    3. F1 application Windows Help YES YES  
    4. Employee Time clock  YES YES  
    5. 50 levels of definable security access YES YES  
    6. Blank database creation - unlimited YES YES  
    7. Database type SQL  2005  YES YES  
    8. Client - Server networking or shortcut YES YES  
    9. Support for two sales taxes and reports YES YES  
  10. Multi-User Database  YES YES  
  11. Support for Credit Cards YES YES  
  12. Automatic service charge billing YES YES  
  13. Function key quick entry, client, walk in +  more. YES YES  
  14. Keyboard Short cut keys, mouse less control YES YES  
  15. Statement printing to Alternate Name and Address YES YES  
  16. Monthly Client Statements YES YES  
  17. Client Account Aging 30-60-90 YES YES  
  18. Import and Export NO YES  
  19. Accounting data format export file NO YES  
  20. Operator Commissions and Tips Calculations NO YES  
  21. Multi-Location Database NO NO  
  22. Dynamic Commissions - ability to set bonus goals NO YES  
  23. Automated monthly re-occurring billing NO YES  
  24. Reoccurring billing / booth rental NO YES  
  25. Operator / Provider commissions processing NO YES  
  26. Gift Card Tracking and Scanning NO YES  
  27. Search by 3 phone numbers, email, sms NO YES  
  28. Text messaging  NO YES  
  29. Operator / Provider Client Tips tracking NO YES  
  30. Bio-metric, RFID, barcode, password login security NO NO  
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Client Relations Mgmt. (CRM) Le Pro Screen View
    1. Contact Notes with auto dating YES YES  
    2. E-Mail / Mail merge form letters YES YES  
    3. Identify New Clients YES YES  
    5. Reminder cards or email YES YES  
    6. Click to email client YES YES  
    7. Client Referral thank you YES YES  
    8. Mailing Labels YES YES  
    9. Haven't seen you postcard templates YES YES  
  10. Haven't seen you email or postcard YES YES  
  11. 3 or 4 postcards per sheet  YES YES  
  12. Recall pick list NO YES  
  13. Query database on various fields  NO YES  
  14.  Integrated Rewards points NO YES  
  15. Pref. contact, Text, phone, email NO YES  
  16. SQL Report Writer NO YES  
                                                                     

                                                                  

For a Full price list or to Purchase ClientMagic software go here for systems and hardware go here.
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