Clearwater Practice
Edinburgh · fictional demo business
“Private notes, sessions, and invoices for one-to-one work.”
Clients, programmes, and sessions logged as time with a rate per programme. Notes stay private and practitioners only ever see their own clients.
Real screens from the demo, with its made-up people and data.
From first enquiry and intro call to active, paused, and completed, each with its own rate.
Session notes stay with the client, and practitioners only ever see the clients they work with.
Each session is logged against the client's programme, with how long it ran. Your week is on one screen.
At the end of the month, turn each client's sessions into an invoice. See what's paid, sent, or overdue.
Each person signs in as themselves and sees only what their role allows. These are the roles this business starts with; yours match your team.
Runs the practice: sees every client, programme, session, and note, assigns clients to practitioners, sets rates, and invoices.
Sees only the clients assigned to them, with their programmes and notes. Logs their own sessions. Cannot see other practitioners' clients or notes.
Books clients in and raises invoices. Sees client details and programmes, but never session notes.
Clearwater Practice is made up, but its CRM is real: built from the same starting point we'd use for you, and filled with a realistic set of demo data.
Tell us how your business works. We'll build it around you, with your name, your colours, and your words, and have it live in 1–2 weeks, at a price we agree with you up front.