Purpose-Built Software for Settlement Agencies

Effortless Appointment Scheduling: Schedule client appointments and group sessions with an easy-to-use calendar and automatic reminders.

Integrated Calendar Management: Sync appointments with your agency’s calendar, allowing staff to view, update, and manage schedules in real time.

Dynamic Reporting Tools: Generate real-time reports tailored to your agency’s needs, with custom filters and options to track performance and client outcomes.

Intuitive Dashboards: Visualize key metrics with easy-to-read dashboards, giving your team immediate insights into critical data and performance indicators.

Volunteer Coordination: Manage volunteer recruitment, assignments, and scheduling in one system.

Streamlined Volunteer Communication: Easily communicate with volunteers, track hours, and manage their tasks through integrated tools.

Streamlined Email Communication: Integrate email campaigns and send automated messages to clients or volunteers with personalized templates.

Customizable Forms & Surveys: Collect client feedback, intake forms, and surveys seamlessly, directly within the platform, ensuring smooth data capture and compliance.

Centralized Document Storage: Organize and store all client files, forms, and documents securely in one location.

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