Business 360 View

One platform for your clients and your team — built once, used everywhere.

Your clients want to see their bookings, invoices, and documents online. Your staff needs to manage those same records behind the scenes. Clarix builds both portals from a single system — so updates happen once and everyone sees the same data in real time.

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Client View
Next appointmentApril 12 · 9:00am
Outstanding balance$340 due
Treatment planSigned ✓
Documents3 files available
Staff View — Same Data
Patient: J. MartinezActive ✓
Balance owed$340 — 12 days
Reminder sentAuto-sent Apr 3 ✓
LocationMain St · Dr. Patel
Cross-location viewAll 2 locations
How It Works in Practice

Built for real businesses. Proven in the field.

Two deployments. Same pattern — one system serving clients and staff simultaneously, with real-time data across every view.

Local Practices

Two locations, one source of truth — built once, running everywhere

A dental group with two locations needed their front desk staff and patients to work from the same system. Patients needed a portal to view appointments, treatment plans, and invoices. Staff needed a management dashboard to update records, process payments, and flag follow-ups — without logging into five different tools.

  • ✓ Built a patient-facing portal where clients view upcoming appointments, outstanding balances, and signed treatment plan documents — accessible on any device.
  • ✓ Built a staff management dashboard with role-based access — front desk sees scheduling and billing; office managers see everything including reporting and cross-location views.
  • ✓ Implemented real-time data sync so a payment processed at Location 1 is immediately reflected in both the patient portal and the Location 2 staff dashboard.
  • ✓ Embedded automated reminders for upcoming appointments, outstanding balances, and unsigned treatment plans — reducing no-shows and improving collections.
Sound like your business?

If your clients have no online view of their account, or your team at one location can't see what's happening at the other — we can build a unified system that fixes both at once.

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Case Study 01
2×
Faster front desk processing
2
Locations on one system
100%
Real-time data accuracy
Patient PortalStaff DashboardRole-Based AccessReal-Time DataAppt RemindersHIPAA-Ready
Trades & Home Services

From phone calls and notepads to a single customer and crew portal

A regional roofing company was managing customer quotes, job schedules, and crew assignments across three different tools — none of which talked to each other. Customers had no visibility into their job status and called the office constantly for updates. The owner had no single view of what was happening in the field.

  • ✓ Built a customer portal where homeowners log in to view their quote, track job status, see scheduled dates, and download their invoice and warranty documentation.
  • ✓ Built a crew dispatch and job management dashboard for the office — showing all active jobs, crew assignments, material orders, and completion status in one place.
  • ✓ Connected both portals to QuickBooks so job completion automatically generates and sends the invoice, and payment confirmation closes the job record without manual steps.
  • ✓ Added automated customer status updates: when a job moves from "Scheduled" to "In Progress" to "Complete," the customer receives an automatic notification.
Sound like your business?

If your customers are calling to ask "when is my job?" and your office is the one manually answering — we can build a portal that answers for you, automatically.

Talk to us about this →
Case Study 02
80%
Reduction in status call volume
1
Unified view for office & field
Same day
Invoice on job completion
Customer PortalJob TrackingCrew DashboardQuickBooks SyncAuto NotificationsMobile-Ready
What's Included

Everything in the portal, built to your needs.

Client-Facing Portal

A branded, mobile-responsive portal where your clients log in to view their account, bookings, invoices, documents, and history.

Staff Management Dashboard

A role-based internal dashboard where your team manages records, processes updates, and views reporting — with access tailored to each role.

Real-Time Data Sync

Every update made by staff is instantly reflected in the client portal, and vice versa. One source of truth — always current.

Secure Login & Role-Based Access

Clients only see their own data. Staff see only what their role permits. Built with security and compliance in mind from day one.

Integrates With Your Existing Stack

Connects to QuickBooks, your CRM, your booking platform, your email system, and more — no rip-and-replace required.

Reporting & Business Health View

The staff dashboard includes consolidated reporting across locations, departments, or service lines — so you always know how the business is performing.

Get Started

Your clients deserve a portal. Your team deserves a dashboard.

Book a free 30-minute discovery call. We'll map what a unified portal would look like for your specific business — client side, staff side, and how it connects to your existing tools.

Free Consultation
✓ Free✓ No commitment✓ Designed for your industry