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Simple clinic admin for sole traders.

ChapBooks brings appointments, clients, online booking, intake forms, payments, gift cards, reminders and reporting into one workspace designed for small clinics.

Built for iPad, iPhone and desktop GST-aware clinic workflows Powered by practical clinic needs
Features

A practical workspace for daily clinic work.

ChapBooks focuses on the jobs a sole-trader clinic repeats every day: bookings, treatment history, payments, client follow-up and clear records.

Calendar and appointments

Manage booked, completed, cancelled, no-show and blocked-time appointments from a mobile-friendly calendar.

Online booking

Offer public booking with clinic availability, booking confirmation, minimum notice and cancellation controls.

Clients and visit history

Track client records, upcoming visits, past visits, treatment history and appointment context in one place.

Intake and attachments

Collect intake details and keep client or appointment attachments such as photos, PDFs and documents with the record.

Payments and receipts

Record payments, generate invoices and receipts, handle refunds and support Square Terminal workflows.

Gift cards

Create, sell, redeem and email gift cards with themed PDF designs and payment history.

Reminders and email

Configure outgoing email in Settings and send reminders, invoices, receipts, refund receipts and gift cards.

Waitlist opportunities

Use waitlist context to help fill suitable calendar gaps when single appointments are cancelled.

Reports and audit trail

Review appointment, finance, gift card and audit reporting with filters, exports and clear transaction context.

Workflow

From booking to follow-up.

The system is built around the real appointment lifecycle rather than separate disconnected admin screens.

1

Book

Create appointments yourself or let clients request suitable times online.

2

Prepare

Review client notes, intake details, attachments and appointment history before the visit.

3

Treat

Keep appointment status, visit context and client records aligned as the session progresses.

4

Charge

Generate the invoice, record payment, send the receipt and handle refunds when needed.

5

Rebook

Prompt for the next booking, manage waitlist opportunities and keep follow-up admin moving.

Designed for sole traders

Small clinic focus, not enterprise clutter.

ChapBooks is shaped around a single-practitioner clinic that needs fast appointment flow, reliable records and less admin at the end of the day.

Helpful clinic controls include:

  • Clinic details, business identity, GST registration and payment provider setup.
  • Availability and online booking controls that drive public booking and calendar display.
  • Service setup, gift cards, reminders, SMTP email and reporting exports.
  • Security, MFA recovery, admin checks and setup readiness prompts.
Get started

Want to see ChapBooks running as a clinic workspace?

Email us to book a demo or ask whether ChapBooks is a good fit for your clinic workflow.