Client Management

Every client, every detail.

Search, filter, and manage every Sohtak and own-patient relationship — with source tracking, revenue, and session history built in.

  • Unified view for Sohtak-referred and own patients
  • Full session history, revenue, and referral counts
  • Filter by source, status, and recency in one click
  • Search across patients and WhatsApp in real time
PRO DASHBOARD
Patients
Search, filter, and manage every Sohtak and own-patient relationship.
4
7
Active patients
6
Own patients
0
Upcoming bookings
$1360
Total revenue
All sourcesAll statusesRecent
PATIENT
SOURCE
STATUS
SERVICE
SES.
LAST
REV.
C
Charbel S.
Own patient
Active
Free Assessment
1
Jul 12
$500
U
Unnamed
Via Sohtak
Active
Tekbis
0
Jul 10
$0
M
mo
Own patient
Active
online ses…
4
Jul 7
$240
M
moha…
Own patient
Active
Package…
2
Jul 6
$60
M
mo 2
Own patient
Active
Free Assessment
2
Jul 4
$560

Built for the way you work

Every detail is designed around a real practice day — fewer clicks between sessions, less admin after them, and nothing to copy between tools.

Unified patient list

Every relationship in one searchable table.

Source tracking

Know whether a patient is your own or via Sohtak.

Session history

Every past and upcoming session at a glance.

Revenue per patient

See lifetime value and revenue by patient.

Smart filters

Filter by status, source, service, and date.

WhatsApp search

Find a patient by phone or WhatsApp instantly.

Referral counts

Track referrals sent and received per patient.

Fast search

Instant search across names, phones, and services.

One platform. Endless possibilities.

Join hundreds of wellness professionals who are growing their practice with Sohtak.

Book a Demo