Simple practice management software

Manage clients, appointments, session notes, packages, and billing in one organized workspace—with reports to track revenue and outstanding balances.

14 day free trial · No credit card required

Dashboard

Running your practice should not feel scattered.

Coreio gives your practice one reliable place to stay organized.

One operating workspace

Work from one calm source of truth instead of piecing together multiple tools.

Keep client details, session history, notes, and documents together in detailed profiles.

Schedule client sessions and see upcoming appointments in one organized calendar.

Use templates to create, organize, categorize, and keep notes connected to each client and session.

Record payments, track outstanding balances, and see what is paid or still due.

Manage session bundles and remaining sessions so client commitments stay clear.

Review revenue, outstanding balances, session activity, and client status. Filter reports and export your data.

Designed for growing practices

For professionals who schedule client sessions, keep thoughtful notes, manage packages, and track payments without piecing together multiple tools.

For consultants, coaches, tutors, and other professionals whose businesses run on client sessions.

Start with a clean workspace for clients, sessions, notes, billing, and payments.

$30

/month

A complete operating workspace for your practice.

14 day free trial · No credit card required

Unlimited clients

Unlimited sessions

Session notes with templates

Calendar and scheduling

Billing and payment tracking

Package management

Mobile-friendly access

Start a calm workspace for clients, sessions, notes, packages, billing, and payments.