
I like the client portal in Zanda. It saves me time and money by allowing clients to book their own appointments, which cuts down on back-and-forth emails for scheduling. The client portal is great because it lets clients see their invoices, receipts, and what they've paid for, giving them more transparency and choice. Billing people in advance also means I get paid more often, which is helpful. The initial setup of Zanda was really easy, and I was able to transfer things quickly. Review collected by and hosted on G2.com.
I don't find the automations particularly clear, especially when setting them up for each individual type of therapy. I'm not sure if it's something I'm doing wrong or if it's just not intuitive. Setting up automations with forms to go out directly to a person and dealing with different appointment types could definitely be improved. I also feel there might be something about the billing and invoicing that needs attention, but I can't quite remember what it was. Review collected by and hosted on G2.com.
Hi Becky, thank you so much for sharing such a thoughtful and detailed review. It’s wonderful to hear how much value you’re getting from the client portal, especially in saving time, reducing back-and-forth emails, and supporting upfront billing. That kind of efficiency makes a real difference in a busy therapy practice, and we’re so pleased the setup process felt smooth and straightforward for you.
We also really appreciate your honest feedback about automations and billing. Setting up rules for multiple appointment types can feel complex at first. If you’re open to it, our support team would be more than happy to walk through your current automation setup with you and help simplify things. Often a few small adjustments can make everything click into place. And regarding billing, even if you’re not quite sure what felt off, we’d love to explore that with you. You can email our support team at support@zandahelath.com or book a free video session via https://zandahealth.com/book-a-call/ at the time that suits.
Thank you again for highlighting both what’s working well and where we can do better. Feedback like this helps us continue evolving Zanda to better support practices like yours. Warm regards, Irina.