Smart Coach vs Session Flow

Know where you left off with every client, and who still owes you. Before a session, open the client: the last session's notes, the #themes that keep coming up and what is still unbilled. After it, tick the sessions, create the invoice and record the payment, in full, in part or in advance. For coaches and independent practitioners on iPhone, iPad and Mac. No account, no client logins; your records sync through your own iCloud. MANAGE YOUR CLIENTS Detailed client profiles with contact details, photos and notes. Reach clients via phone, SMS, WhatsApp or email. Track advance payments, attach documents and import contacts in one tap. TRACK SESSIONS WITH SMART KEYWORDS Log every session with custom types, pricing and notes. #hashtags track themes across sessions and highlight as you type. Export one session's notes or all of them as formatted PDFs. PROFESSIONAL INVOICING & BILLING Every client shows what is unbilled, billed and due. Tick the unbilled sessions, see the running total, tap Create Bill. Auto-numbered invoices with discounts and tax/VAT (titled Tax Invoice), marked overdue once past their due date. Record partial payments. Invoices, receipts and advance-payment receipts are branded PDFs with your logo. APPLE INTELLIGENCE, KEPT BETWEEN YOU AND APPLE A Client Brief before every session: recurring themes, what the last session dealt with and what is still owed. A read-only Practice Assistant that answers from your own records: who owes you, what you haven't invoiced. Scan a receipt and the expense fills itself in. All three use Apple Intelligence, on your device or in Apple's Private Cloud Compute, never a third-party AI. The Brief and the Assistant need an Apple Intelligence-capable device (iOS 26 or later); without it, Apple's text recognition reads receipts. EXPENSE TRACKING Record expenses with categories, receipt images, and paid/unpaid status. Link each one to a client or a workshop. POWERFUL REPORTS & ANALYTICS Six report types: Revenue, Profit, Expenses, Activity, Clients and VAT Export. Charts filter by period, client or custom dates. Export every report to PDF for your accountant. APPOINTMENT SCHEDULING Appointments with time zones, repeats and calendar sync. See what's coming on the dashboard and send SMS or WhatsApp reminders in one tap. ORGANIZE WORKSHOPS Group workshops with notes, expenses, appointments and attachments. See each workshop's earnings. CLIENT ONBOARDING One onboarding document with your agreement, session format, fees and confidentiality policy, personalized per client and shared as a branded PDF with a signature field. SMART NOTIFICATIONS A morning briefing of your day, reminders the evening before appointments, and a weekly alert for overdue payments. SEARCH AND WIDGET Search clients, workshops, sessions, notes, expenses and appointments from one bar. Home Screen widgets show today's schedule, the month's revenue and what is due. YOUR DATA, YOUR PRIVACY Your clients, notes and amounts stay on your devices and in your own iCloud. On iPhone and iPad the app shares limited usage information, such as which features you use (never client names, notes, amounts or anything you type); switch it off in Settings → Privacy. Works offline, apart from Apple Intelligence. PLANS Free for your first 2 clients, with unlimited sessions, appointments, expenses and reports. All Access: unlimited clients and workshops on all your devices for $2.99/month, $29.99/year or $79.99 once (Lifetime). One flat price, never per client. US prices; other App Stores show local prices. Lifetime never renews. --- Payment is charged to your Apple Account at purchase. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel in your Apple Account settings under Subscriptions. --- Privacy policy: https://www.zaatarlabs.com/privacy-policy Terms of use: https://www.zaatarlabs.com/terms

Session Flow is the calendar for anyone who works by appointment and wants to know, without mental math, who has paid and what's left to collect. It works for therapists and counselors, dietitians, physical therapists, private tutors, personal trainers, hair stylists, nail techs and anyone paid per visit. Add a client once, with the day, the time and the fee, and your schedule fills itself in. Every session shows its fee and whether it's been paid. Your schedule fills itself in • Weekly, every other week, monthly or your own repeat, with a set number of sessions if you need one. • Mark holidays and your time off, and the app cancels those sessions; change your mind and they come back. A client who travels gets a pause of their own. • No-shows, cancellations and rescheduling in one tap, with no math to redo. • Day, week and month views, with a warning when two times overlap. • Already use your phone's calendar? The app reads your appointments and sets up each client with you, one by one. Nothing in your calendar changes. Payments in one place • One tap on Mark as paid and the session is paid. • Per session or per month, a flat fee or the sum of the sessions: each client on their own terms. • A rate increase applies from its date on, and older open sessions keep the old rate. • Outstanding: the total and client by client, always up to date. • Prepayments become a balance, and each session draws from it (Premium). Reminders and payment messages on WhatsApp • The session reminder, with the day and time, is ready to send, and the day's list shows who still needs one. • The payment message is ready too, with the date of each open session and the total (Premium). You check it and send it. • Charge one by one: each client's payment message, one after the other (Premium). • Notifications on your phone before each session. Receipts and documents • Receipts, attendance letters and a superbill template, as PDFs with your details and your client's. • Ready-made templates, and your own. • A spreadsheet of payments received, for your accountant. Your month in numbers • Received, forecast and what's left, month by month. • Average ticket, % canceled and the month's chart (Essential and Premium). • On a tablet or computer, Insights: your year month by month and what needs attention this week (Premium). Your data stays with you • Works without an account and offline. Without the cloud, nothing leaves your phone. • No tracking. • Back up to a file whenever you want. • With the cloud (Premium), the same data on your phone, tablet and browser. • For health professionals: Session Flow is not a clinical record, and it keeps only what your schedule and payments need. Your work, your words • Call the people you see clients, patients or students, and each visit a session, appointment, consultation or class. • Groups, with each participant's fee and payments (Premium). • English, Portuguese and Spanish, with your currency and 12- or 24-hour time. Plans • Up to 4 clients, with no subscription and no time limit. • Essential: up to 40 clients and full statistics. • Premium: up to 1,000 clients, cloud sync, WhatsApp payment messages, groups, prepayments and Insights. • Essential and Premium come with a 14-day trial on your first subscription. Cloud Terms of Use: https://getsessionflow.app/en/terms/ Privacy Policy: https://getsessionflow.app/en/privacy/ Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Keywords appointment scheduling,appointment scheduler,client scheduling,payment tracking,client management,recurring sessions,psychologist,therapist,coach,personal trainer