Base platform

One profile for every client, from first visit to lifelong care

A complete, searchable record for every client: contact details, history, documents, photos, wallet balance and every interaction across your locations.

Included in every plan Available now

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Client editor with photo, validated phone number, date of birth and gender

The client editor over the profile it belongs to, with the credit ledger and deposit history sitting behind it.

What Clients gives you

The capabilities that make Clients useful from day one.

Unified profiles

Demographics, contact details, photo, tags and custom fields on one screen. Industry-aware so the fields match how you work.

Full history timeline

Every booking, encounter, bill and document for a client in one chronological view. Nothing falls through the cracks.

Wallet & credits

Advance payments, store credit and refunds tracked per client, ready to apply to the next bill.

One record, used everywhere

The same profile carries the clinical history and the money. Nothing is re-typed.

In the room

The record follows the client into the consultation

Open an encounter and the face sheet is already there: the complaint, known allergies, active problems, current medications and the vitals trend, next to the billing status.

Critical alerts and allergies called out in red
Active problems and current medications, always current
Vitals trends built from earlier visits

Consultation screen with the medical face sheet listing complaint, alerts, problems and medications

Money

Bills, dues and credit against the same profile

Every invoice, part payment, deposit and outstanding balance is attached to the client, so the front desk can answer "what does this person owe" without opening a second system.

Credit balance and deposits held on the profile
Search the billing desk by client name or phone
History of every invoice raised, paid or voided

Billing desk listing pending bills with the client, provider and status on each row

The single source of truth for your clients

Whether you call them patients, members, guests or clients, Pexento keeps one rich record per person and adapts the language to your industry.

Instant searchFind anyone by name, phone or ID in milliseconds, even across multiple branches.
Documents & photosAttach reports, consent forms, ID proofs and before/after photos to the profile.
Smart segmentationTag and filter clients for recalls, follow-ups and campaigns.
Private & secureStrict per-organization isolation. Only your team sees your clients.
Connected everywhereClients link straight into bookings, EMR, billing and the wallet.

Ready to put Clients to work?

Start a 30-day free trial or talk to us about the right plan for your business.

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No credit card required 30-day free trial Works offline, syncs when you're back online Hosted on Microsoft Azure