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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 R Reports M MyoMind Settings

Start here 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

Clients Managing your client list

Add a new client

Contact info, custom rates, session notes, and intake — everything in one form.

Send a health intake form

Send clients a branded intake link by email — they complete it, you see it in their profile.

Export a complete client record

Download a full record for any client including sessions, notes, body charts, and invoices.

Scheduling Booking sessions & classes

Create a single booking

The fastest way to book a session — click a time slot, pick a client, done in under a minute.

Set up repeating bookings

Create a recurring session or group class that runs weekly for any number of weeks.

Set up your booking page

Share a link and let clients book themselves — you control what's visible and who can book.

Billing & payments 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.

Billing · Settings

Configure payment methods & pricing settings

Enable e-transfer and cash, set prepayment rules, and control what clients see when booking online.

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.

Billing · Packages

Set up prepaid packages

Create session bundles — define the number of sessions, price, validity window, and which session types apply.

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.

Billing · Memberships

Set up membership plans

Create recurring monthly plans — set the price, sessions per cycle, and which session types are included. Requires Stripe.

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.

Track payments with Receivables

See all outstanding sessions, unsettled packages, and failed membership renewals in one place — with follow-up tools built in.

View revenue reports

See this week, last week, this month, and last month — broken down by session type and practitioner.

Clinical tools Notes, MyoMind & documentation

Write and save session notes

Access notes from the session view, use templates, and lock them when complete.

Clinical · MyoMind

Generate notes with MyoMind

Use MyoMind clinical intelligence to draft treatment notes, summaries, and plans in seconds.

Use the body chart

Mark pain locations, add notes, and save annotated body diagrams to any client session.

Settings & account Configuring your workspace

Set your availability

Define working days, hours, and breaks so clients only see time slots you're actually available.

Add a practitioner to your team

Invite a physiotherapist, RMT, or chiropractor and set their access level and schedule.

Settings · Clinical

Add custom intake questions

Create up to 4 practice-specific questions that appear on every client intake form.

ClientsMore Clients guides

Complete and review a health intake

Capture health history, concerns, medications, and other intake details from the client profile.

Manage digital waivers

Send waivers, confirm signatures, review signed copies, and identify clients who still need one.

Manage client follow-ups

Create, prioritize, complete, and review client follow-up reminders.

Review and convert client leads

Work with new enquiries and turn an approved lead into a client profile.

Use the client directory

Search active and retained client records and quickly open the right profile.

Find and merge duplicate clients

Review two-field duplicate suggestions and retain one canonical client record.

Link related client accounts

Connect family or dependent records without combining their clinical histories.

View and update client information

Maintain contact details, addresses, care-team assignment, rates, and profile history.

SettingsMore Settings guides

Set up intake, waiver, and AI consent forms

Choose which digital forms new clients receive and configure automatic sending.

Configure rates

Set the prices used for services and practitioner-specific billing.

Configure session types

Create services with durations, colors, capacity, and booking behavior.

Navigate Settings

Find business, clinical, communication, payment, integration, compliance, account, and location controls.

Complete business setup

Maintain the organization identity and operational defaults.

Configure clinical settings

Set organization note, body-chart, intake, and clinical workflow defaults.

Configure client communication

Set sender details and transactional client-message preferences.

Review compliance settings

Manage privacy, consent, retention, and security-related practice settings.

Manage account settings

Review identity, security, subscription, and account-level actions.

Manage locations

Control where staff, rooms, services, and bookings are available.

ClinicalMore Clinical guides

Review notes and note history

Find prior clinical notes, understand locked records, and review session history.

Set note templates and one-off formats

Set organization and practitioner defaults and override one individual note.

Create and maintain treatment plans

Record goals, planned care, review dates, and progress from the client profile.

Set note and treatment follow-up length

Choose the interval used to surface clinical follow-up reminders.

Use the MyoMesh Notes app

Create focused clinical notes and body charts from the dedicated notes experience.

MyoMindMore MyoMind guides

Draft notes and treatment plans with MyoMind

Use MyoMind to prepare a draft while keeping practitioner review in control.

Explore the full MyoMind workspace

Understand MyoMind preparation, notes, plans, trends, and practice insights.

Use MyoMind Daily Pulse

Review the daily operational briefing and move from insight to action.

SchedulingMore Scheduling guides

Manage the session waitlist

Add clients to a waitlist and fill an opening after a cancellation.

Block time on the calendar

Protect breaks, meetings, vacation, and other unavailable periods.

Read calendar colors and payment indicators

Understand session-type colors, booking states, and paid or unpaid markers.

Navigate the calendar

Move between dates, choose views, filter staff, and open session details.

Embed the online booking widget

Place MyoMesh booking on a website while keeping the first-party booking flow.

Use the MyoMesh Book app

Help clients connect to a practice, book, join waitlists, and manage upcoming visits.

BillingMore Billing guides

View package status and usage

See remaining sessions, expiry, purchase history, and package use.

View membership status and renewals

Review active cycles, included sessions, renewal status, and failed payments.

ReportsMore Reports guides

Choose the right report

Understand the Reports workspace and select the report that answers the business question.

Use the dashboard

Review today, upcoming work, business signals, and items needing attention.

Use operations reports

Measure bookings, attendance, cancellations, capacity, and client activity.

Use payroll and staffing reports

Review practitioner activity and pay calculations before payroll.

Review product sales reports

Track product revenue, quantities, refunds, and transaction detail.

Use tax and audit reports

Review tax totals and trace authorized operational activity.

Use strategy reports

Compare trends that support capacity, retention, and service planning.

Build a custom report

Choose fields and filters for a focused export without changing source records.

Complete end-of-day reporting

Reconcile the day before closing the financial period.

Review flags and exceptions

Find records that need attention before they affect reporting or client service.

IntegrationsMore Integrations guides

Connect and sync QuickBooks

Connect QuickBooks, choose sync behavior, and review sync status.

Manage integrations

Connect and monitor supported external services.

TeamMore Team guides

Manage practitioners and team schedules

Add team members, assign access, and coordinate their calendars.

Configure promotions and practitioner pay

Maintain practitioner compensation and approved promotional settings.

Getting startedMore Getting started guides

Getting started

Search clients and jump to common actions without leaving the keyboard.

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