My Clients Plus vs Power Diary Comparison

Ease of use and appointment scheduling and easy for my clients to book online

No cons at the moment as I am still getting to grips with the product.

Easy to keep track of client invoices and notes. Able to use on phone. Calendar syncs to google calendar.

Unable to change details on invoice versus receipt. Some difficulty finding the correct place to change details that appear on invoice.

Thanks for your review, Catherine! Remember, if you ever need any help setting up your invoice templates, just get in touch with our support team! Glad that it's helping streamline your processes though. Fiona

Ease of use. Constantly improving. Great support

No option to colour code clients in setup

What I liked most about this software was the simple user interface. The software was easy to navigate from the beginning, and I didn't have to experience that many difficulties while using the software for the first time.

What I liked least about the software was the amount of features it contained. It would have been nice to have a bit more features in this software, and more customizable features, but since this software was very easy to use from the beginning, this isn't that big of an issue.

Thanks for your review Aaron! Let us know if there are features that would be useful for your business. We're always collecting feedback from our customers and use this to prioritise which new features to develop. It's also possible we already have some of the features you might be looking for : ) We like to keep the user interface simple and easy to use, but sometimes that means the more advanced features are not immediately obvious (so as not to clutter up the screen too much.) - Damien

We have found the program to be easy to use, keeping appointment records etc all in the one place

Would love to have automated forms for new clients.

The ability to charge clients cards and schedule their appointments is just so easy and really meets my expectations with a software.

As far as I know, there isn't really a way to charge clients cards without using stripe. I'd like to avoid the stripe processing fees if possible, or if there was some sort of Power Diary card reader, that would be amazing.

Thanks so much for your review! It's really wonderful to hear that Power Diary does everything you need it to, and that you found it perfect from the start! For payments, Power Diary integrates with Stripe for online payments processing, and with Tyro (AUS only) for card-present transactions. Our users can also use any payment processing method and enter the processed payments manually into their Power Diary account for reconciliation. We are currently tracking user interest in other online payment platforms' integrations. Please email at support@powerdiary.com to express your interest. Thank you again for taking the time to review Power Diary! -Heather

The scheduling process is easyThe billing option is very useful The messaging tool is really helpful because I can communicate with my clients about their appointments Easy to set up my own notes template

I have not come across any cons at the moment

Central depositary for all client data Automated client messages Financial reporting Personalisation functionality Customer service excellence

Understanding how the data input effects the reporting output. Getting the set up right is worth taking the time from the outset.

Thanks so much for your review. We're very happy you refer to Power Diary as your "business partner"! Do let us know if you need any assistance with getting the reports set up as our team will be happy to help.

Communication options. Sending messages , reminders to clients Also, record keeping and invoicing. It has assisted me greatly to keep my patient notes and invoices etc organised.

Not able to automatically send different sms reminders. The cost is as I am a sole practitioner working part time.

Hi Robyn, Thanks for your review. With the reminders you customise the type, content and timing of your reminders in Setup -> Configuration -> Reminders. We'll also added an option so that you can now send up to three appointment reminders anytime between 1 and 7 days prior to their appointment. If we can help you with anything please let us know on support@powerdiary.comor jump on a live chat. -Damien

I have tried various practice management software packages and have found this the easiest to use . Common sense is all that is required for most procedures and I have seldom if every needed to contact support for assistance in the operation of the system. I am a one man practitioner so cannot comment on multi-user usage, but this is a wonderful way of organising a practice, reducing paper usage (all my notes, letters, client information) are kept on the system and I am very comfortable with the security provided for this.

I don't really have any complaints. I do not use the remote access facility for clients but that is primarily because of not wanting certain clients to overlap rather than to any fault in the system.

Like the function of attaching files to each note, being able to design multiple note templates

Interface is a bit dated, would like to have shortcut to must used functions within clients

Power Diary offers LOTS for features: built-in CRM for email & SMS marketing, appointment reminders, and client correspondence; HIPAA compliant EMR for SOAP notes; customizable templates for SOAP notes and intake/consent forms; the flexibility to create your own SOAP notes and forms; automatic invoices generated when appointments are created; easy scheduling in-person & online through a client portal; capability of clients to pay in advance when they schedule online; Stripe integration with payment processing; reporting for KPIs to understand practice management; ability to create session packages; ability to create 1-on-1 sessions or group classes

1-way sync with Google calendar - 2-way sync would be much better so that the calendars could fully communicate

Thank you for taking the time to review Power Diary. We're thrilled that you're finding the system to be user-friendly and affordable! Thanks again! -Heather

-Easy to use and user-friendly interface -Speedy customer support

-Inability to bulk send text messages to clients regarding special offers or 6 monthly specials after initial assessment

From the front end and the back end, it is straight forward and accessible to all

When updates and changes are made, and then having to relearn how to use it

Thanks for the great review Mandy!

Ease of use, great support, good price, and easy to set up!

Nothing I have found so far. Has met all my needs

It is easy to use and mostly reliable. (why do I have to write a novel here?)

it has a habit of autofilling with the wrong information when I don't want it to

I keep track of multiple personal trainers in one portal. Clients book online. Clients can process their personal training payments online. Power Diary shows every personal trainers available time slots.

Need note security. One personal trainer should not be able to see another personal trainers client notes.

Thanks for the great review Jordan! With the Notes access - if you go to Setup > Users and untick "Access all Client Session Notes" for your users then they won't be able to access other PT's client notes. - Damien

I rely on the automated features such as appointment reminders and email templates. I run my business solo, so this saves me so much time! I also use the integrated Stripe and Medicare functions for processing payments and Medicare rebates. My clients love that their rebate turns up the next day without them needing to contact Medicare.

There are a couple of functions in Power Diary that I do not use as I found them clunky and unreliable. These are video calling and fax. Instead, I use Zoom and utbox.

Thanks so much for the great review! We love hearing that the system is saving you time, and that it meets your needs as a solo practitioner! Thanks again -Heather

Easy to access for clients and practitioners, clearly marked for usage

I found the telehealth screen to be a bit small, it would be good to get full screen when using it.

Thanks so much for your review! We love to hear that you're finding it easy to manage your appointments. We have an open feature request regarding changes to the telehealth display. If you haven't yet, please email support@powerdiary.com with your request. We'll add your vote, and you'll receive notification if this feature is released in the future. Thank you again! -Heather

Powerdiary is incredibly intuitive, I have looked at nearly all of the alternative systems on the market and knew straight away that this was the one for us. The support is second to none, I received two hours of one-to-one free training with the option of more if needed. I think it's priced perfectly too and will grow in line with our practice. I haven't fully tested the invoicing/financial side yet but it looks like it will make our accounting more robust and streamlined in the long term.

We are a psychotherapy practice and so would like to be able to use codes instead of full names to protect the privacy of our clients.

Hi Lisa, Thanks for your lovely review - we really appreciate getting feedback like this.

We use this to run our daily appointments and to invoice our clients. It is a superb facility and helps us keep on top of everything. We particularly like that it sends out appt reminders to clients and helps us control bookings

Not really a con but more of a suggestion - it would be extremely useful if it was possible to create estimates through the system as well - sometimes we have to produce a quote before the job is accepted and it would be brilliant if this could be done in PD and later switched into an invoice to keep everything consistent.

Hi Lee, Glad to hear Power Diary is helping you keep on top of everything. Thanks for your suggestion (adding it now!) and for your lovely review. -- Fiona

Power diary is ever evolving and responsive to the needs of therapists. I have always found the customer service team to be helpful and quick to respond. Each evolution has made the ease of use increase. Yay!!

Probably the colour palate if I was being super fussy...

Thanks for the great review Kristyna! Love the title :) - Damien P.S. We've been thinking the colour palate needs some tweaks too - it's coming soon.

I like that I can set up for clients to get automatic text reminders about their upcoming appointments.

Still getting used to the updated format and have to click edit mode to change details of appointment

Our team was looking for a software that gave them the ability to share notes with one another and the big thing was sharing meal plans. The ability to upload those things and share with clients was a game changer and allowed clients and coaches to share information easily.

This software was great, the integration with all of the application we used, the calendars, the reminders, the text messaging and the templates were an amazing addition.

I love the simplicity of it , it is very easy to navigate your way around, finding clients, looking at invoices.

Nothing comes to mind. I would recommend to everyone