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Coree for Wellness Practitioners

Deliver consistent client care without administrative overload.

Coree connects enquiries, appointments, client records, treatment plans, service packages, reminders, product sales, payments and reporting.

Built for wellness practitioners, therapists, coaches, beauty and wellbeing providers that need better appointment control, clearer client history and stronger day-to-day practice visibility.

Coree Wellness Practitioners Dashboard
Wellness Practice Workflow

Move every client from enquiry to appointment, care, follow-up and payment.

Keep clients, bookings, plans, notes, products, reminders and billing connected throughout the care journey.

1

Welcome the Client

Capture contact details, service interests, relevant history and the reason for the visit.

2

Schedule the Session

Book the practitioner, service, date and time while keeping availability clear.

3

Deliver and Record Care

Maintain treatment plans, session notes, packages and relevant follow-up information.

4

Bill and Follow Up

Record products or services sold, complete payment and schedule future sessions when needed.

Built Around Client Care

Keep bookings, client history, plans and payments connected.

Give practitioners and front-desk teams one clear client view across appointments, notes, packages, products and follow-up.

Online and staff-created bookings

Client history and consultation records

Treatment or service plans

Packages and appointment reminders

Product sales and payment history

Coree Wellness Practitioners Workflow
Wellness Practice Capabilities

Practical tools for appointments, client care, packages and products.

Manage bookings, client records, treatment plans, packages, reminders, products and billing from one connected workspace.

Online Bookings

Let clients request or book available services and times while keeping your schedule organised.

Client Records

Keep contact details, appointment history, notes and purchases connected to the client profile.

Treatment Plans

Maintain structured service or treatment plans and link follow-up sessions to the same client record.

Service Packages

Sell multi-session packages, track package use and keep remaining sessions visible.

Appointment Reminders

Keep upcoming sessions visible and support timely reminders to reduce missed appointments.

Product Sales

Sell wellness products, supplements, care items or retail products alongside services.

Practitioner Scheduling

Coordinate practitioner availability, appointment times and daily workload.

Client Follow-Up

Keep future sessions, reminders and relevant communication connected to each client.

Product Inventory

Monitor wellness products, retail items and stock levels used or sold by the practice.

Client Billing

Keep services, products, invoices and payments connected to the same client record.

Client Relationship Management

Track enquiries, returning clients, service interests and communication history.

Wellness Practice Reporting

Review appointments, client activity, package use, product sales and practice revenue.

Coree Wellness Practitioners Reporting Dashboard
Wellness Practice Reporting

See appointments, client activity, package usage and revenue from current data.

Use current practice records to understand workload, client engagement and commercial performance.

Upcoming and completed appointments

Practitioner schedules and workload

Client return activity

Package sales and remaining sessions

Product sales and stock movement

Practice revenue and payment activity

Connected Coree Apps

Connect bookings, clients, services, product sales, stock and finance.

Bring the applications used across your wellness practice into one connected client-management environment.

Appointments
Appointments
Bookings and practitioner schedules
CRM
CRM
Enquiries and client relationships
Sales
Sales
Packages and service sales
Point of Sale
Point of Sale
In-practice product sales
Inventory
Inventory
Wellness and retail products
Accounting
Accounting
Invoices, payments and finance
One Connected Wellness Practice Platform

Reduce gaps between appointments, client care, packages, products and billing.

Give your practice one operational environment while management gains clearer visibility across clients, schedules, services and revenue.

Better Visibility

See bookings, client activity, products and payments more clearly.

Connected Client History

Keep appointments, plans, packages, products and payments together.

Better Decisions

Use current client, workload and revenue information to improve practice decisions.

Run Your Wellness Practice with Greater Control

Connect bookings, client care, packages, products and payments in one platform.

See how Coree can help your wellness practice improve appointment management, client history, package tracking, product sales and payment visibility.