Fast week, bird and month views
Drag from the handle, see overlapping appointments, service colors, live KPIs and today position without losing context.
PDiary connects calendar, clients, services, reminders, online booking, layers, payments, Practice Intelligence, Finance Intelligence and an internal Secretary that explains before it acts.
It flags unpaid items, overlaps, overdue reminders and clients who may need a next appointment.
PDiary is not only a booking grid. It knows services, layers, recurring work, reminders, expenses, payments and client history.
Drag from the handle, see overlapping appointments, service colors, live KPIs and today position without losing context.
History, notes, ICD-10, visits, preferred times, cancellations and upcoming actions live inside the client profile.
SMS and WhatsApp templates, per-template language, available appointment times and reminder queues are built into the workflow.
Track professionals, default services, offices, commute zones, payroll/contractor flags and practice locations.
Play strategy plans, inspect the explanation, then apply calendar changes, commute expenses or recovery breaks only when ready.
Share online booking, keep practice time clear, show local client time, and block vacation periods from availability.
Real product walkthroughs from the current C6 workspace: calendar, editor, Secretary, strategy, intelligence and reminders.
Week and bird views, live KPIs, service colors, layers and fast appointment work.
Create, edit, repeat, assign services, manage client details and open communication handoffs.
Attention items, risks, explanations and local evidence before suggested actions.
Preview plan movement, read the explanation and apply only when the user is ready.
Year, month and client journey reports for appointments, revenue, services and trends.
Expenses, assets, liabilities, tax planning estimates and accountant-style summaries.
SMS and WhatsApp handoffs, available times and daily reminder queues inside the workflow.
PDiary Secretary uses local evidence first. It tells the user what it measured, why it matters and where to go next.
External AI can review cloud briefings for finance and regulation checks, while PDiary keeps real data and entries under user control.
Operational reports and financial reading stay connected, but not mixed up. That keeps the app fast and the story clear.
Year, month and custom reports can include total appointments, revenue, no-shows, cancellations, booked online, service breakdown, client journey, expenses, tax reserve, assets, liabilities and forecast.
Explore intelligencePDiary can run on-device first. When the user wants two devices, Cloud Master sync explains which device owns the data and what each step does.