I help with the marketing at a wellness center. They sell prepaid services but are having some struggles keeping track of patient use of their services. For instance, vitamin infusions are often sold in 10 packs. As patients use their pre-paids the client is looking for the best way to track how many of each pre-paid each patient has used.
I've just started looking at tools like Mindbody, SimplePractice and TheraNest but am not sure if these are the right direction. The client has Infusionsoft and that is my area of expertise, but I feel that using it for this is a bit of a square peg in a round hole.
The practice is small-ish with about 20 on staff.
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