Mainstay
Mainstay CRM

Everything about a client, in one place.

Not a calendar with a contacts list bolted on. Agreements, programmes, sessions, notes and money — and the people around your client, handled properly.

Client records

Clients, adolescents, parents, leads and your team. Phone, address, emergency contact, who referred them — the things a practice actually records.

Booking

Availability rules, date overrides, buffers and online booking. Your calendar, your hours, handled in your own timezone.

Services & packages

A twelve-session package reserves a credit when it is booked and consumes it when the session happens. Cancel and it comes back.

Documents & e-sign

Build your own agreements and forms, send them, and have them signed in-app. What was agreed is frozen the moment it executes.

Money

Sign an agreement and the subscription creates itself — no signature, no recurring charge. Invoices and receipts follow.

The client portal

Your clients log in and see their sessions, documents, balance and next appointment. Parents see money and attendance.

Session notes

Private to you. Not to the client, and never to a parent — enforced by the database, not by a checkbox.

Referral network

Who sends you clients, and what happened to the ones they sent.

One app. Four kinds of person.

Staff see the practice. Clients see their own work. Parents see money, documents and attendance — and never a session note. It is the same application; access decides the surface, and the server decides the access.