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Everything you need
to run your practice

Step-by-step guides for every feature in MyoMesh. Written for practitioners, not developers.

🔍

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All guides 🚀 Getting started 👥 Clients 📅 Scheduling 💳 Billing & payments 🩺 Clinical tools ⚙️ Settings
Getting started
Getting started · Clients
How to add your first client
Set up a client profile, capture contact info, set custom rates, and send a digital intake form — all in one go.
⏱ 4 min read ▶ Video New
Getting started · Clients
How to import clients from a spreadsheet
Migrating from another system? Upload a CSV or Excel file and MyoMesh will map your columns automatically.
⏱ 3 min read ▶ Video

Managing your client list
👤
Clients
Add a new client
Contact info, custom rates, session notes, and intake — everything in one form.
⏱ 4 min▶ Video
📋
Clients
Send a health intake form
Send clients a branded intake link by email — they complete it, you see it in their profile.
⏱ 2 min
📄
Clients
Export a complete client record
Download a full record for any client including sessions, notes, body charts, and invoices.
⏱ 2 min

Booking sessions & classes
📅
Scheduling
Create a single booking
The fastest way to book a session — click a time slot, pick a client, done in under a minute.
⏱ 3 min▶ Video
🔁
Scheduling
Set up repeating bookings
Create a recurring session or group class that runs weekly for any number of weeks.
⏱ 3 min▶ Video
🌐
Scheduling
Set up your booking page
Share a link and let clients book themselves — you control what's visible and who can book.
⏱ 4 min

Stripe, packages, memberships & checkout
💳
Billing · Setup
Connect Stripe to accept card payments
Link your Stripe account to charge credit and debit cards directly — required for memberships and card checkout.
⏱ 4 min
⚙️
Billing · Settings
Configure payment methods & pricing settings
Enable e-transfer and cash, set prepayment rules, and control what clients see when booking online.
⏱ 4 min
🧾
Billing
Checkout — collect payment for a session
Process payment after a session using a package credit, card, e-transfer, or cash — and send a receipt automatically.
⏱ 3 min
📦
Billing · Packages
Set up prepaid packages
Create session bundles — define the number of sessions, price, validity window, and which session types apply.
⏱ 3 min
🎁
Billing · Packages
Sell a package to a client
Assign a prepaid package from the Sessions tab, Checkout modal, or directly from a client's profile.
⏱ 3 min
🔄
Billing · Memberships
Set up membership plans
Create recurring monthly plans — set the price, sessions per cycle, and which session types are included. Requires Stripe.
⏱ 3 min
✉️
Billing · Memberships
Sell a membership to a client
Assign a plan and send the client a secure Stripe payment link to set up their recurring subscription.
⏱ 3 min
📊
Billing
Track payments with Receivables
See all outstanding sessions, unsettled packages, and failed membership renewals in one place — with follow-up tools built in.
⏱ 2 min
📈
Billing
View income reports
See this week, last week, this month, and last month — broken down by session type and practitioner.
⏱ 2 min

Notes, MyoMind & documentation
📝
Clinical
Write and save session notes
Access notes from the session view, use templates, and lock them when complete.
⏱ 3 min
🧠
Clinical · MyoMind
Generate notes with MyoMind
Use MyoMind clinical intelligence to draft treatment notes, summaries, and plans in seconds.
⏱ 4 minNew
🫀
Clinical
Use the body chart
Mark pain locations, add notes, and save annotated body diagrams to any client session.
⏱ 2 min

Configuring your workspace
🕐
Settings
Set your availability
Define working days, hours, and breaks so clients only see time slots you're actually available.
⏱ 3 min
👩‍⚕️
Settings
Add a practitioner to your team
Invite a physiotherapist, RMT, or chiropractor and set their access level and schedule.
⏱ 3 min
✏️
Settings · Clinical
Add custom intake questions
Create up to 4 practice-specific questions that appear on every client intake form.
⏱ 2 min
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Video walkthroughs coming soon

Short screen recordings for every guide are in production. Articles marked with ▶ Video will be updated as they're ready — usually within a few days of each release.

In progress