Balm
Docs
Run Balm on your own computer, set up your clinic, take online bookings and intake, keep private notes, and invoice your visits.
Start here
Run your clinic
- Bookings and the scheduleThe calendar by day or week and by practitioner or room, online booking at /book, moving and canceling visits, and recurring visits.
- The waitlistKeep clients waiting for a time; a canceled visit is offered to them by email and the first to accept is booked.
- Intake formsThe private intake link each new booking gets, who reads the answers, and publishing a new version of the form.
- Treatment notesWrite a note against a visit, amend it with a reason, and know who can read it.
- Invoices and paymentsPrepare an invoice from an attended visit, approve and number it, download it and record payments you receive.
- Appointment remindersBalm writes the exact reminder text for an upcoming visit; a person approves it and sends it their usual way.
Keep your records
- People, roles and the access auditOwner, practitioners and reception, removing access at once, erasing records, and the audit on every client file.
- Agent commandsGive an assistant a key so it can prepare invoices, reminder text and intake versions for a person to approve.
- Move in from ClinikoPreview a Cliniko patient CSV, apply that exact preview, read the journal and undo it if needed.
- Back up and restoreExport the whole clinic to one archive and restore it into a fresh copy.