Solutions
For psychologists
Simplify your practice operations and deliver a better client experience
For physicians
Streamline healthcare delivery and manage your private practice
For clinics
Manage your clinic efficiently with a reliable HIPAA-compliant solution
For coaches
Streamline your coaching workflow and provide a better client experience
For financial advisors
Automate online financial consulting with an integrated all-in-one service.
For financial consulting firms
Streamline your processes with ExpertBox tools for all of your team’s routine tasks.
Features
Workflow automation
Availability & Scheduling
Set your availability and schedule meetings automatically
Online booking
Receive new bookings 24/7
Widget
Attract new clients from a website, social media, email
Billing
Receive payments upfront
Client scheduling
Create clients’ schedules on your own
Service Management
Showcase services with ease
Communication tools
Video meetings
Communicate through high-resolution video
Chat
Send messages and files anytime
Management
Client management
Keep all clients’ data organized and easy to access
Team management
Set role-based responsibilities and manage team workload
Document management
Intake forms
Reduce paperwork and provide personalized service
Service Agreements
Collect clients' informed consent online
Feedback forms
Let your clients evaluate your services
See all features
Resources
Help centre
Access all the necessary information to help you make the most of our platform
Blog
Read expert tips and guidelines to help your business develop and prosper
Pricing
Sign In
Start for Free
All topics
All topics
Telehealth and Telemedicine
Telepsychology
Business coaching and consulting
Marketing tips
Productivity tips
Financial consulting
Main page
Blog
Latest articles
Telehealth and Telemedicine
How to Attract More Patients to Your Clinic: 8 Best Strategies
4649 Views
16 min
Telehealth and Telemedicine
A Personal Brand for Physicians: Why You Need One and How to Build It
2417 Views
11 min
Productivity tips
8 Reasons Why You Lose Therapy Clients and How to Keep Them Coming Back
2535 Views
11 min
Business coaching and consulting
7 Proven Strategies to Retain Your Coaching Clients
2083 Views
13 min
Productivity tips
Marketing tips
6 Key Elements of a Highly Converting Psychology Website
1410 Views
12 min
Business coaching and consulting
Marketing tips
A Comprehensive 8-Step Guide to Promoting Your Coaching Business on Social Media
1782 Views
16 min
Marketing tips
A Psychologist’s Guide to Social Networks — How to Use Social Media Ethically and Market Your Private Practice
1773 Views
24 min
Business coaching and consulting
Marketing tips
How to build a coaching website that converts
3300 Views
14 min
Business coaching and consulting
The Whys and Hows of Niching Down As a Coach: 4 Steps to Choose a Niche and the 10 Most Profitable Coaching Niches in 2023 and Beyond
14155 Views
14 min
1
…
9
10
11
…
15
Subscribe via email and know it all first!
Invalid email
Subscribe
This website uses cookies to ensure you get the best experience on our website.
Learn more
Agree & Dismiss
