Zanda

Free Workbook

The Freedom Workbook

The Freedom Workbook

Most practitioners start with a vision of freedom, balance, and time for what matters. This workbook helps you get it back.

  • ✓ Identify exactly where your time is going and what is keeping you stuck
  • ✓ Move from working in your practice to working on it
  • ✓ Build space for growth, balance, and the lifestyle you started for
  • ✓ Practical exercises you can start using today
Zanda

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Zanda is practice management software with AI inside. More time for clients. More time for you.

Billing & Payments

  • Invoicing & Receipts
    Branded invoices and receipts with flexible line items, custom text, and multiple payment methods.
  • Stripe Payments
    Accept card payments in-account and through the client portal via Stripe, ensuring card details are stored securely.
  • Session Packs
    Create and manage session pack templates to track prepaid sessions, hours, or amounts.
  • Statements & Superbills
    Combine multiple invoices into a single statement or superbill for clients or insurers.
  • Xero Integration
    Export invoices and payments to Xero for seamless bookkeeping.
  • Medicare / DVA / NDIS Claiming
    Built-in support for Australian claiming workflows including Medicare, DVA, and NDIS billing.
  • US Insurance Billing
    Supports US clearinghouse integration and insurance billing workflows for American practices.

Client Portal

  • Online Self-Scheduling
    Clients can book, reschedule, or cancel their own appointments 24/7 right through the client portal with no phone call needed.
  • Portal Payments
    Clients can pay for appointments online at the time of booking or later through the portal.
  • Portal Forms
    Clients can access, complete, and submit intake forms directly from their portal.
  • Client Documents & File Sharing
    Share files with clients and let them securely upload documents back to your practice, accessible from both the app and the client portal.
  • Self-Serve Waitlist
    Let clients add themselves to your waitlist directly from the portal, reducing admin burden and ensuring your schedule remains full.
  • Client Portal Branding
    Customize your portal with your logo, color scheme, and banners to create a seamless branded experience for clients.
  • Google Analytics Integration
    Connect Google Analytics to your client portal to track booking sources and client behavior.

Clinical

  • BizzyAI: Scribe
    Transcribe live sessions and create clinical notes in your style to save about an hour of admin time per day.
  • BizzyAI: Refine
    Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
  • Custom Note Templates
    Create clinical note templates with text fields, checkboxes, multiple choice, body charts, and diagrams to match the way your practice documents care.
  • Body Chart Annotation
    Draw and annotate on body charts directly within clinical notes.
  • Online Intake Forms
    Send custom intake, consent, and assessment forms by SMS or email, with responses automatically saved to the client record.
  • Scored Forms & Progress Reports
    Score assessment forms and track client outcomes visually over time.
  • Telehealth
    HIPAA-compliant video consultations powered by Zoom, with in-app links, group sessions, and telehealth-type locations.

Communication

  • Automated SMS & Email Reminders
    Send up to 3 automated SMS and email reminders per appointment with fully adjustable timing.
  • 2-Way SMS Chat
    Send and receive real-time SMS conversations with clients directly inside Zanda, with messages synced to appointment and client records.
  • Bulk Messaging
    Send bulk SMS and emails to targeted lists of clients.
  • Automation & Workflows
    Automate invoicing, appointment follow-ups, new client onboarding, recalls, and more.
  • Communication Templates
    Reusable email, SMS, and letter templates with merge fields for personalized outreach.
  • Practice Hive Team Chat
    Keep your team connected with secure group chat, dedicated channels, file sharing, and real-time notifications.
  • Targeted Automation Filters
    Filter automations by client classification, status, practitioner, service, location, and more for precise targeting.

Practice Management

  • Reporting & Dashboard
    Client, financial, and practice reports with a real-time dashboard, Excel export, and date/practitioner filters.
  • User Permission Settings
    Granular access controls across calendar, billing, clinical, and admin areas.
  • Practice Operations Manual
    100+ editable policies and procedures built for allied health so you can create your own practice manual inside Zanda.
  • BizzyAI: Insights
    Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history.
  • Mobile Friendly
    Full access on any mobile phone or tablet via browser without downloading an app.
  • 2FA & ISO 27001 Security
    Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Privacy Act compliance, with audit log access.
  • Passkey Login
    One-tap login with a fingerprint, face, or security key, so your team can sign in securely without typing a password.
  • Google & Microsoft SSO
    Sign in with your existing Google or Microsoft account. Single sign-on is on by default, and your practice controls who uses it.
  • Integrations
    Connect Zanda to the tools you already use, including Xero, Stripe, Mailchimp, Google Calendar, Medicare, and Physitrack.

Scheduling

  • Easy Client Appointments
    Create and manage client appointments for each client session.
  • Recurring Appointments
    Set recurring appointments in just a few clicks and easily update a single session, future appointments, or the entire series as schedules change.
  • Group Appointments
    Create and manage group appointments with multiple participants, invoicing, and individual reminders.
  • Drag-and-Drop Calendar
    Quickly move appointments and adjust session times directly from the calendar with simple drag-and-drop scheduling.
  • Waitlist Management
    Store waitlist preferences and send available times to clients via SMS to fill cancellations automatically.
  • Appointment Conflict Alerts
    A notification alert signals conflicts between new and existing appointments when scheduling.
  • Calendar Sync
    Sync your Zanda calendar with Google, Outlook, and Apple Calendar.

See what practitioners are saying about Zanda

I'm building the ship while it's in the water. Zanda just runs really smoothly it makes the practice easy to run from day one.
Miki Skinner, Founder / Owner
Caduceus Wellness
The interface is really user-friendly, it has great features that are needed for Private Practice and great customer support. I especially love the client profile section and the fact that it's easily adaptable to any client base (such as minors and couples!). You can add contacts to get appointment reminders as well as the client themselves and you can add an emergency contact.
Kim Simmons
I like the fact that Zanda supports every aspect of my business: appointments, invoices, video calls, client booking portal, etc. It has reduced my admin hours and has reduced my time on appointment bookings, as people can book their own time slots. The introduction of AI has also made a significant difference when it comes to writing client notes.
Peter F.
I have been using Zanda for 18 months now to run my massage and personal training businesses. I use it to keep client records and keeping my diary. The app is easy to use and has helped me progress my business to the next level.
Adam
Zanda effectively consolidates all practice management elements into one platform, which streamlines my operations. Additionally, Zanda provides a practice manual feature that allows us to upload and access policies and procedures for our practitioners at any time, which is invaluable for maintaining consistent standards and accessibility.
Chris C.
Being able to systemize things, save time and create consistency within Zanda has made a real difference in how I manage the practice.
Belinda Scott, Owner
Bel Scott Counselling Pty Ltd

Make the most of your day, start with Zanda

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