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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
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