Provider Management

Manage Service Providers Seamlessly

Onboard therapists, trainers, consultants, and other service providers. Manage their schedules, track performance, and coordinate seamlessly.

💡 Providers = professionals who deliver services (therapists, trainers, consultants, etc.)

Unlimited providers, no extra fees per person

Each provider manages their own availability

Assign providers to specific locations and services

Track individual performance and earnings

Providers

1

Platform

100%

Autonomy

Available on Standard & Premium plans

Service Providers

JM

Jessica Martinez

Massage Therapist

available
SwedishDeep TissueHot Stone

45

Bookings

4.9

Rating

£3,825

Revenue

MC

Michael Chen

Personal Trainer

busy
StrengthCardioHIIT

38

Bookings

4.8

Rating

£3,040

Revenue

SJ

Sarah Johnson

Yoga Instructor

available
VinyasaHathaMeditation

52

Bookings

5.0

Rating

£4,160

Revenue

Real-Time Status
Track Performance

Simple Provider Onboarding

Add new therapists, trainers, or consultants in minutes. Send invitation links, they complete their profile, and they're ready to take bookings.

3-Step Onboarding Process:

1

Send Invitation

Enter email, send invite link instantly

2

Provider Completes Profile

They add bio, specialties, qualifications, photo

3

You Approve & Activate

Review, approve, and they're live

Provider Profile Includes:

Professional bio and introduction

Certifications and qualifications

Service specialties and expertise

Contact information and preferences

You Stay in Control

Every provider must be approved by you before they can take bookings. Review their qualifications, check their profile, and activate when ready.

5 min

Setup time

100%

Your approval

New Provider Profile

Basic Information

First Name

Jessica

Last Name

Martinez

Role / Title

Licensed Massage Therapist

Specialties

Swedish MassageDeep TissueHot StoneSports Massage

Professional Bio

Licensed massage therapist with 8+ years of experience specializing in therapeutic and relaxation techniques. Certified in Swedish, deep tissue, and hot stone massage.

Certifications

Licensed Massage Therapist (LMT)2016
Certified Deep Tissue Specialist2018
Quick Setup
Full Control

Jessica's Schedule

Available

Working Hours

Monday
9:00 AM - 6:00 PM
Tuesday
9:00 AM - 6:00 PM
Wednesday
9:00 AM - 6:00 PM
Thursday
10:00 AM - 7:00 PM
Friday
9:00 AM - 5:00 PM
Saturday
Closed
Sunday
Closed

Break Times

Lunch Break12:00 PM - 1:00 PM

Upcoming Time Off

Jan 15-17, 2025Vacation
Feb 5, 2025Personal Day
Self-Managed
Flexible

Provider-Controlled Scheduling

Give providers control over their availability while preventing double bookings. They set their hours, you maintain oversight.

Schedule Management Features:

Flexible Recurring Schedules

Set weekly patterns that repeat automatically

Custom Break Periods

Lunch breaks, buffer time between appointments

Time-Off Management

Vacation days, sick leave, personal time

Real-Time Availability

Clients only see accurate, available time slots

Smart Conflict Prevention

System automatically prevents double bookings. If a provider is scheduled at one location, they can't be booked elsewhere at the same time.

✓ Zero double bookings guaranteed

Provider Independence

Providers log in, update their availability anytime. You don't have to manage everyone's calendar—they handle their own schedules while you keep full visibility.

Assign Providers to Locations

Have multiple locations? Assign providers to specific venues. System ensures they're only bookable at their assigned locations—no confusion, no conflicts.

Location Assignment:

Provider works at one location only

Provider works at multiple locations (different days)

Provider travels to client locations (mobile services)

Set travel time between locations automatically

Common Scenarios:

Spa Chain

Jessica works Mon-Wed at Downtown, Thu-Fri at Westside

Mobile Trainer

Michael travels to client homes, 30min travel buffer

Multi-Location Clinic

Dr. Smith at Main clinic only, clients book there

Crystal Clear for Clients

When a client selects "Downtown Spa" location, they only see providers assigned there. No confusion about who's available where.

Location Assignments

Select Provider

Jessica Martinez - Massage Therapist

Assigned Locations

Downtown Spa

123 Main St, New York

Mon, Tue, Wed

Westside Spa

456 West Ave, New York

Thu, Fri

Airport Location

789 Terminal Rd, New York

Not assigned

Travel Settings

Buffer time between locations30 minutes
Multi-Location
Smart Routing

Jessica's Services

Services Offered

Swedish Massage

60 min
$85
Expert

Deep Tissue Massage

90 min
$120
Expert

Hot Stone Therapy

75 min
$110
Certified

Sports Massage

60 min
$95
Advanced

Prenatal Massage

60 min
$90
Not certified

Custom Pricing Enabled

Jessica's prices may differ from standard rates based on experience level

Skill-Based
Flexible Pricing

Match Services to Expertise

Not every provider offers every service. Assign services based on qualifications, expertise, and certifications—clients only see providers qualified for what they need.

Service Assignment Features:

Expertise-Based Matching

Only assign services providers are qualified to perform

Custom Pricing Per Provider

Senior providers can charge more for same service

Custom Duration Overrides

New providers may need more time per appointment

Service Bundles

Group related services providers offer together

Perfect Client Matching

Client books "Hot Stone Therapy" → System shows only providers certified in hot stone → Client gets qualified expert every time.

✓ No booking providers for services they can't perform

Example: Pricing by Experience

Jessica (8yrs) - Swedish Massage:$85
Sarah (3yrs) - Swedish Massage:$65

Track Provider Performance

Know who's driving revenue, who clients love, and where to focus your attention. Individual dashboards for each provider show complete performance metrics.

Performance Metrics:

Appointment Volume

Total bookings, completed, cancelled, no-shows

Revenue Generation

Total earnings, average per booking, trends

Client Satisfaction

Average rating, reviews, repeat booking rate

Efficiency Metrics

Utilization rate, peak hours, service breakdown

Smart Business Decisions:

Identify top performers for bonuses or promotions

Spot providers who need additional training

Balance workload across your team

Recognize trends in client preferences

Plan staffing based on demand patterns

Team Benchmarking

Compare providers side-by-side. See who's bringing in the most revenue, getting the highest ratings, or handling the most bookings. Healthy competition drives excellence.

Jessica's Performance

This Month

45

bookings

Revenue

£3,825

+12%

Rating

4.9

Repeat Rate

68%

clients

Monthly Revenue Trend

$2800
$3200
$2900
$3500
$3100
$3825
JulAugSepOctNovDec

Top Services

Swedish Massage

18 appointments

£1,530

Deep Tissue

15 appointments

£1,800

Hot Stone

12 appointments

£1,320

Real-Time
Actionable Insights

Team Messages

You

To: All Providers

2 hours ago

Broadcast

Reminder: Holiday schedule changes take effect next week. Please update your availability in the system.

Seen by 8/8 providers

Recent Conversations

JM

Jessica Martinez

1 hour ago

Can I switch my Thursday shift to Friday?

MC

Michael Chen

3 hours ago

Thanks for approving my time-off request!

SJ

Sarah Johnson

5 hours ago

Question about the new massage oil supplier

Instant Messages
Centralized

Stay Connected with Your Team

Keep your providers informed and coordinated. Send announcements, answer questions, and manage your team—all from one centralized messaging hub.

Communication Features:

Broadcast Messages

Send updates to all providers at once

Individual Conversations

Private messaging with each provider

Instant Notifications

Providers get alerts on new messages

Read Receipts

Know when providers have seen your message

Common Uses:

Announce schedule changes or policy updates

Answer provider questions about bookings

Coordinate coverage for sick days/emergencies

Share important client notes or requests

Approve time-off requests quickly

No More Text Message Chaos

Stop juggling group texts, missed messages, and lost information. Everything in one place, searchable, organized by provider. Professional communication that scales.

Track Certifications & Credentials

Maintain compliance and build client trust. Track provider licenses, certifications, and insurance—get alerts when renewals are due.

Credential Tracking:

Professional Licenses

State licenses, practice permits, regulatory compliance

Certifications

Specialty training, continuing education credits

Insurance Documentation

Liability insurance, malpractice coverage

Expiration Tracking

Automatic reminders before credentials expire

Stay Compliant

Never worry about expired licenses or lapsed insurance. Get automatic reminders 30, 60, and 90 days before expiration.

✓ Avoid fines and regulatory issues

Display Credentials to Clients

Optionally showcase provider qualifications on booking pages. When clients see "Licensed Massage Therapist - Certified in Deep Tissue (2018)", it builds trust and confidence.

Jessica's Credentials

Active Certifications

Licensed Massage Therapist (LMT)

New York State Board

Issued: Jan 2016Expires: Jan 2026
✓ Active

Certified Deep Tissue Specialist

American Massage Therapy Association

Issued: Mar 2018Expires: Mar 2025
⚠ Renew Soon

Hot Stone Therapy Certification

International Spa Association

Issued: Jun 2020Expires: Jun 2026
✓ Active

Professional Insurance

Liability InsuranceActive until Dec 2025

Renewal Reminders

Deep Tissue Certification expires in 3 months

Renewal reminder sent to Jessica

Compliant
Automated Alerts

Empower Your Service Providers Today

Give your therapists, trainers, and consultants the tools they need to manage their schedules, track performance, and deliver exceptional service—all in one platform.

No credit card required until subscription