The Werx Group
A premium, password-protected, local-first clinic CRM with appointments, treatment timeline, birthday reminders, reactivation tools, printable profile cards, and optional encrypted cloud sync.
Create a master password to protect your encrypted local database.
Enter your password to unlock your encrypted client system.
Werx Systems
Relationship management, appointment planning, reactivation tracking, birthdays, treatment history, and printable cards — all searchable locally.
Search locally across name, email, phone, notes, practitioner, tags and lifecycle.
| Name | Contact | Status | Retention | Follow-Up | Assigned | Value | Actions |
|---|---|---|---|---|---|---|---|
| No clients yet. | |||||||
Snapshot, session timeline, printable card and history.
Use the Clinical Notes tab as a shortcut to this section. Select a client first if this area is hidden.
Monthly clinic overview with linked appointments.
Drag appointments between time slots. Scheduling conflicts are blocked automatically.
Track invoicing, payment status, outstanding balances, and paid revenue across the clinic.
Track booked and completed sessions, paid revenue, outstanding balances, no-shows, cancellation rate, and utilisation by practitioner.
Client portal style summary, smart checkout actions, quick rebooking, and client health score.
Complete the session, mark payment, and rebook the next appointment in one place.
Track prepaid packs, recurring memberships, credits remaining, and low-balance alerts.
Local-first reminder queues, follow-up nudges, birthday outreach, and reactivation actions.
Upcoming birthdays in the next 60 days.
Clients with no recent appointment or contact, ready for outreach.
This syncs the encrypted database blob only. Configure your own endpoint in app.js.
Use your own secure endpoint to store or retrieve the encrypted CRM backup.
Configure the endpoint and token in app.js to enable this feature.