Client / Patient Record

Track client or patient information easily. Perfect for businesses, healthcare providers, and veterinarians. Save money on paper and free up space.

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Client / Patient Record

Clients who confirm it

Know why thousands of people trust Happoin to manage their business appointments

Google Play Verified Google Play Reviews

Dracko Chain

5/5
"Excellent app! There are a few things they could improve, but overall it's very good. I highly recommend it, and as a bonus, my patients are happy to receive automatic reminders and be able to make an..."

Lupita Villarreal

5/5
"I really like it, very practical, highly recommended"

Karina salome Massa Tur

5/5
"It really simplifies things like scheduling shifts, notifications, etc. It's easy to use and has excellent technical support."

Elieser Licor Baños

5/5
"I've been using the app for several months and I found it wonderful for my business. I give it the highest rating. Also, importantly, the person in charge of answering any questions we might have is s..."

xXkRoNozXx

5/5
"Excellent app and the prices aren't outrageous, I really liked it!"

Grace Chavez

5/5
"Excellent. I've been using it for my beauty center, and it's freed me up from scheduling and confirming my patients' appointments and organizing my team. I highly recommend it."

Javier Muñoz

5/5
"It’s a super useful app, really good—I highly recommend it. The support team is always attentive with any questions. I truly recommend it 100%."

Crislorenz14

5/5
"I’ve been using the app for a little while now, and honestly, it really makes work life much easier… Plus, if you ever have a problem, they offer WhatsApp support to answer all your questions, and the..."

Natalia Ardito

5/5
"Very good app, I schedule in a practical way and with the reminders I don't miss appointments."

TATO ERA

5/5
"We recently changed our Overnight Stay and Agenda system for the entire center. The implementation, follow-up, and assistance have always been excellent. Today, we manage the entire agenda with this s..."

Ainhoa Melania Bermúdez Reyes

5/5
"Very good app, it manages appointments, notifications, etc. very well. My clients are very happy. Congratulations."

Susana Bf

5/5
"WhatsApp appointment reminders from the same number your clients know are a great help to your business. I have the app installed on my mobile phone (iPhone) and tablet, and they work perfectly. Custo..."

charli chan

5/5
"Excellent"

Christian Altéz

5/5
"Highly recommended and helpful. I have a dog grooming business, and it helps me a lot with my schedule."

Lauraterapia

5/5
"The app is super comprehensive. I love it for the automated management I do with my clients via WhatsApp, but it has many more features. And the service is very good and personalized. I recommend it!"

charli chan

5/5
"Excellent system, the best, I would say highly recommended. Excellent price for small businesses that are just starting out, don't have a doubt, this is the best option."

MARTIN FLAYER

5/5
"cool app"

Ana maria Perez plasencia

5/5
"Easy to use, and the support team is very professional and quick to resolve issues. We love being able to customize the automatic messages sent to confirm appointments. Highly recommended. KINISI PHYS..."

Rafael Chavez

5/5
"I like to send appointment reminders via WhatsApp and manage my appointments from the app on my cell phone."

Margory Chavez

5/5
"It has greatly optimized my time serving my clients, quickly and effectively scheduling my appointments. I really love it 👍👍"

Diliana Linárez

5/5
"Excellent tool for scheduling appointments with accurate information. It allows you to view the list of created appointments in record time. Many congratulations."

Adam Martin Gallardo

5/5
"They're great. They make your life easier during reservations. And best of all, they're always attentive to any problems or questions you may have. Super fast."

Cristobal Quintero

5/5
"I love this app. Since I bought it, my work is much more organized, I save time, and it makes my life much easier every day."

José Chávez

5/5
"Excellent tool and easy to use"
+1k
Businesses
5.0
Average rating
98%
Users satisfied

Customizable Client or Patient Record Formats

We offer the flexibility to customize your client or patient records with the fields you need. With our custom format tool, you can:

  • Create custom forms using our drag-and-drop builder. Choose from a variety of fields, including text, date, number, and more.

  • Choose how you want to save form data. You can opt for a detailed history with timestamps or a simpler, single-entry format.

  • Once the forms are filled out and saved, they will have the option to generate a PDF on letterhead with your logo, your data and that of your client.

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Manage your files

Each client/patient will have a dedicated file manager. You can store important documents like Word files, PDFs, and images. Our file manager offers:

Efficient Organization: Easily organize and categorize your clients'/patients' documents for quick and easy access.

Versatile Compatibility: Store a variety of file formats, from text documents to images, providing the flexibility to manage all relevant patient information in one place.

Security and Confidentiality: Your clients'/patients' data is safe and secure with our system. We protect sensitive information with advanced security measures.

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Medical prescriptions

Manage medical prescriptions for your patients and provide comprehensive, high-quality care. Access the following features:

  • Create, edit and delete recipes.
  • Accessible via web and mobile app.
  • Automatically share new prescriptions with your patients so they can view and store them in their mobile app.
  • Generate pdf of the recipes.
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Automated Reports

Say goodbye to manual reporting. Our system automatically generates reports and allows you to create custom templates for frequently used documents like certificates or statements.

By using Happoin, you will enjoy the following features:

Automated Report Generation: Simplify your workflow by automatically generating reports based on data stored in your clients' or patients' profiles.

Custom Template Creation: Design personalized templates for common documents like certificates, references, or statements to suit your specific business needs.

Full Customization: Add your logo, signature, and digital seal to your documents for a professional and personalized touch. View your reports in PDF format for easy sharing and storage.

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You are the sole owner of your data.

Your data security is our priority. Here's how we protect your information

  • You have exclusive ownership of your data.
  • We will not share or sell your data.
  • Not to third parties, companies or other professionals. Your data is yours, it is encrypted and remains well protected.
  • You are complying with strict GDPR rules just by using our services.
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Frequently asked questions

Yes, of course! Importing clients with our services is very simple, and your advisor will help you do it.

Whenever you want, there's no contract. You can do so within your account or through your advisor.

Not necessarily. You can use Happoin with your current WhatsApp number. However, we recommend WhatsApp Business for a better professional experience and control over your business profile.

With Happoin, you have Happibot, an AI-powered chatbot that connects to your WhatsApp number or offers you a generic one, and is designed to help your clients schedule appointments 24/7.

Once HappiBot is configured and customized, the system sends automatic WhatsApp messages to request appointment confirmations and remind clients without any intervention from you. It adapts to the schedules you set.

The appointment scheduling solution for everyone

Whether you have a small business or a large enterprise, Happoin adapts to your needs

Automate your appointment schedule

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