
I find Zanda very easy to set up and use, which significantly simplifies my workflow. I appreciate that it consolidates invoicing, notes, and client data all in one place, making management tasks straightforward. I also enjoy the customizable form section, allowing me to create my own forms as needed. Review collected by and hosted on G2.com.
I dislike the limitations in handling family or couple information effectively within the software. When managing configurations for couples or families, especially in billing situations like choosing which parent to bill or setting up contact details for both parents, I faced difficulties. It would be beneficial to have a specific section or tree layout to better manage these types of client scenarios, allowing for clear organization and information retrieval. Review collected by and hosted on G2.com.
Hi Tanya, thank you so much for your thoughtful review! We’re thrilled to hear that Zanda helps simplify your workflow and that you’re finding value in having invoicing, notes, and client data all in one place. It’s great to know you’re also making good use of our customizable forms feature, that flexibility is something we’re really proud of.
Thank you for your feedback about managing family or couple billing. There are various ways of managing this process in Zanda, some of them are using Shared profiles with billing to the primary client for couples or family counselling, and billing to client contacts when treating children. Please contact us on support@zandahealth.com and we will be happy to organise a free personal support session for you to explore your best options and help you set up your account.
Thank you again for being part of the Zanda community, we’re so glad to support your practice! - Irina