Recent Articles
Managing Offline Payments
Recording Payments Not Collected Through MBP Managing finances efficiently is crucial for every practice, especially when it comes to accurately recording offline payments. This article will guide you through the necessary steps to record payments ...
Invoices By Appointment
Our new Advanced Invoicing feature allows users to create detailed invoices for their clients. It provides a clear breakdown by service, along with any payments allocated toward those services—making it easy to see what amount is owed and which ...
Fall '25 New Features
New Features - Fall '25! We are excited to announce that the following NEW & IMPROVED features are now LIVE on MBP! NEW BILLING & REPORTS NEW — Advanced Client Invoicing You can now generate invoices by date of service, that clearly show client ...
Adding an Important Note to the Client Chart
Staff members can add an important note to a client's chart from any tab within their chart. This note will also be available within the client appointment modal for review before session.
Scheduling a Cohort - Prevent Sending to Inactive Clients
Now, professionals can prevent sending recurring packets to inactive clients by enabling 'Prevent sending to inactive clients' within the cohort schedule.