Appointment Calendar vs Session Note

Your appointments, clients, and team in one place. Planize is a simple appointment manager for anyone who works by appointment or by client visit — hair, beauty and nail studios, clinics, tutors and therapists, consultants, and field sales or promotion reps. Plan a busy workday quickly from your iPhone or iPad. CALENDAR & APPOINTMENT REMINDERS • See open and booked times at a glance in the daily timeline. • Tap an open time to create an appointment and view overlapping bookings side by side. • Turn on notifications and choose how many minutes before an appointment to be reminded. FAST APPOINTMENT MANAGEMENT • Create an appointment in seconds with a name, time, and service. • Switch between Today, Tomorrow, This Week, and All appointments. • Search by client, phone number, or service. • Filter by service, team member, or status. • Add duration, price, notes, and status to each appointment. KEEPS WORKING OFFLINE • View, create, and edit appointments when you have no connection. • Pending changes sync automatically when you are back online. • Keep your workday moving through connection problems. KNOW YOUR CLIENTS • See upcoming appointments, recent visits, and visit history on each client card. • Find records quickly by name or phone number. • Reach call, SMS, or WhatsApp actions with one tap. MANAGE AS A TEAM • Add staff and choose which services each team member can provide. • Keep business appointments coordinated across your team. • Manage members and access from the owner account. SEE HOW YOUR BUSINESS IS DOING • Review daily, weekly, and monthly appointment activity. • Track completed and canceled appointments. • View revenue totals and popular services. TRACK VISITS AND MEETINGS • Save client visits and meetings the same way you save appointments. • Write down what was discussed; the note stays on the client card. • When someone says “let’s talk again next month”, set a reminder for that follow-up. • See who you met and when in each client’s visit history. WHO IS PLANIZE FOR? Hair and barber salons, nail and lash studios, skin care and aesthetics clinics; dietitians, therapists, trainers and private tutors; consultants, field sales and promotion reps, mobile technicians and on-site service providers — anyone who works by appointment or by client visit. Choose your business sector, organize your service list, and start with a clean, focused interface. Planize offers optional auto-renewable subscriptions. You can manage or cancel your subscription and purchases from your Apple account. Support: planize@ngcyaz.com Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

セッションノートは、セラピスト・カウンセラー・コーチなど対人サービスのプロフェッショナル向けに設計されたクライアント管理ツールです。 【クライアント管理】 顧客情報を一元管理。連絡先、メモ、会員番号を登録し、検索とフィルターで必要な情報にすぐアクセスできます。 【セッション記録】 面談日時・内容・料金を記録。クライアントごとのセッション履歴を時系列で確認できます。 【売上分析】 月次・年次の売上をグラフで可視化。目標達成率やトレンドを一目で把握できます。 【スケジュール管理】 カレンダーで今日・今週・今月の予定を管理。次のセッションを見逃しません。 【CSVエクスポート】 クライアント情報・セッション記録をCSV形式でエクスポート。確定申告や顧客分析に活用できます。 こんな方におすすめ: ・セラピスト、カウンセラー、コーチ ・エステティシャン、ネイリスト、整体師 ・コンサルタント、インストラクター ・1対1の対人サービスを行う個人事業主 基本機能は無料でお使いいただけます。