Product
Performance Clinic OS
Performance Clinic OS is the operating layer for clinics and training groups that need EMR charting, CRM, marketing automation, multi-location scheduling, and embeddable online booking in one white-label system.
What it does
A native staff application for schedule, clinical EMR, CRM, marketing, online booking, client charts, memberships, billing, inventory, and reporting. Public booking, intake, and client portals extend the same data model under your brand.
Multiple locations, different modalities
Add sites as you grow. Each location can offer a different mix of services: physical therapy at one address, performance training at another, injectables or aesthetics in a med-spa wing. Appointment types, provider availability, and staff access are scoped per location and modality so PT slots and injection blocks stay separate.
Clinical EMR built in
Not a scheduling tool with notes added later. Chart with SOAP templates tuned to your clinic type, annotate clinical images (face, body, or custom uploads), log injections, and sign encounters that flow to billing.
CRM and marketing system
Leads, clients, and campaigns share one database. Use designed email templates, SMS where configured, and automation flows triggered by intake, new leads, and appointments. Send one-off broadcasts or timed drips without exporting lists to Mailchimp.
Booking on your marketing site
Give patients a branded /book/your-clinic page or embed a widget on your existing website. Logo, colors, and portal copy come from Admin styling. Pre-select PT, training, or other services from campaign links.
Who it is for
Owners, performance directors, front desk, and trainers who need a single read on utilization, renewals, billing, and roster health. Multi-location groups use org-scoped roles without giving up local control.
Features
These map directly to tabs in the staff shell you can open in the interactive demo.
- Schedule: Day and week views, check-in, appointment types by modality, conflict-aware booking.
- Clinical EMR: SOAP templates, annotatable images, injection logs, signed encounters.
- CRM: Leads pipeline, intake attribution, conversion to client roster.
- Marketing: Email and SMS templates, automation flows, campaign editor.
- Online booking: Public scheduling and website embed code.
- Client chart: Clinical, programming, and care-team tabs on one record.
- Memberships: Packages, renewals, low-session alerts.
- Reports: Revenue, utilization, and CRM reads without manual exports.
What staff actually see
These are the real working surfaces, not mockups. Open the demo to click through the same screens your team uses every day.
Schedule
Week density and open slots readable at a glance.
Memberships
Remaining visits and renewal risk surfaced for staff.
Reports
Revenue and referral reads without manual exports.
Clinical EMR
SOAP templates and annotatable images on signed encounters.
Marketing
Templates, flows, and broadcasts tied to your roster.
Open the interactive demo for pixel-faithful UI.
Benefits
Why teams standardize on a purpose-built layer instead of stretching a horizontal SaaS stack.
- One system of record from first touch through renewal and rebooking.
- Operator-grade reporting without rebuilding spreadsheets every month.
- White-label and portal options that inherit your brand tokens, not ours.
- PostgreSQL-backed production posture for permissions, auditability, and growth.
Evaluate on your floor
Use the demo locally, then walk pricing, rollout, and data migration with our team.