TakePriority

The platform

The whole practice,
one platform.

Everything between “yes, let’s work together” and “let’s keep going” — without duct-taping six tools together. Here is every screen.

The dashboard you land on: today’s sessions, what needs attention, and your next open times.Every screen below is the real interface drawn with sample data — not a customer’s account.

Chapter one

Run the practice

Scheduling, session balances, invoices, and signed paperwork — the administrative spine that usually lives in four browser tabs and a notebook.

Scheduling, your way

Keep the Calendly link people already have, or use the built-in booking engine driven by your own availability. Either way the booking lands in one calendar and spends the right session credit.

A Calendly booking matched to a package, with the balance updated automatically.

Session packages with live balances

Sell blocks of sessions and watch them count down as they're booked. Credits move only through the booking flow, so the number on the screen is the number that's true.

One person's record: engagements, session history, and every tab of their file.

Invoices & payments

Charge through your own Stripe account. Package purchases arrive as paid invoices and activate themselves. We take no cut of anything.

Coupon applied, payment settled, package activated — no manual step.

E-signed agreements

Send an agreement by text, watch it get opened, and collect a signature with the name, time, and IP recorded as evidence. Documents are hash-verified: what they sign is provably what you sent.

Signing from a phone, with name, time, and IP recorded as evidence.

Chapter two

Reach the people you serve

Clients, congregants, mentees, students, athletes — whatever you call them, they never make an account. Everything arrives as a text and a single-purpose link that expires on its own.

Text-first, by design

Reminders that say 'Reply C to confirm'. Reschedules through one tokenized link. Actions completed by replying DONE 07. Nobody downloads anything, and nobody forgets a password.

Every message, both directions

Inbound replies land on the person's record with delivery status attached, so you can see what was sent, what arrived, and what failed.

Booking links

They pick from your real availability, rendered in their own timezone.

Worksheets & check-ins

Structured forms that come back filled in, validated on submit.

Consent, by the book

Texting is opt-in with a documented trail. STOP is honored instantly and permanently.

Metrics that show the work working

Track weight, reps, mood, attendance, revenue — anything with a number. People text values in between sessions and they land on the chart automatically.

Six check-ins, texted in, trending the right way.

Courses that drip

Release curriculum on a schedule — immediately, a set number of days after enrollment, or on a fixed date. New lessons notify on their own.

Lesson three unlocks Tuesday, whether or not you remember.

Chapter three

Grow the business

The part most practice software leaves to you: noticing who is about to leave, selling the next block, and knowing whether any of it is working.

The renewal radar: low packages, expiring engagements, drifting people, and upcoming milestones — each with outreach already drafted, waiting for your approval.

Your own storefront

A shareable page where people buy packages directly. Coupons, multiple price points, and checkout through your processor — no website required.

Share the link anywhere; everything downstream happens by itself.

Reports that answer

Revenue by month, appointments by status, and follow-through per person — filterable by date range and exportable to CSV.

Teams, roles & companies

Add coaches with scoped permissions, and bill sponsor organizations for the people they send you.

Your accounts, not ours

Calendly, Stripe, Zoom, Google Meet, Microsoft Teams, Twilio, Telnyx, Postmark, Amazon SES, ZeptoMail, plus Zapier and a REST API. Connect what you already pay for and keep your own rates.

Connected in Settings — your keys, your brand on every message.

Also included, no upsell

  • Notes — private or shared, tied to the session they came from
  • Files with tokenized links and open tracking
  • Groups and cohorts with shared membership
  • Free meeting links for discovery calls that never spend a credit
  • Audit log of every change, per workspace
  • Outbound webhooks and API keys

Care mode

For ministry & mentoring

Not every practice sells anything. Turn billing off at onboarding and the same platform becomes a care tool — the packages, invoices, and storefront disappear, and the radar starts watching who you haven't seen instead of who's running low.

A church's week: hospital visits, marriage prep, and discipleship — with no prices, packages, or invoices anywhere. The billing side simply stays switched off.

A radar that watches who's gone quiet

Mentoring has no package to run down, so the Care Radar watches the thing that matters: who's overdue for contact. Set a cadence per person — check in every two weeks, every month — and it surfaces anyone you've drifted from, with the message already drafted.

Only the signals that fire without a package: overdue for contact, and milestones.

Consent, done right for a congregation

Texting congregants is opt-in with a documented trail, and STOP is honored instantly — the same TCPA-compliant machinery coaches use, so a reminder to a grieving family is never sent without permission.

Never pre-checked; the button stays off until they tick the box themselves.

Built for how care actually works

  • Households — a family counts as one, not five separate records
  • Confidential notes only owners and admins can read — counseling stays counseling
  • Per-person contact cadence, with a workspace default for everyone
  • Care visits and meetings scheduled and remembered — no spreadsheet of who you last saw
  • Your own language on every text; congregants never make an account
  • $19.99/month up to 300 people, then $49.99/month unlimited — no need for customer billing and payment features

Also a consultant or coach who sells during the day? Run a separate workspace for that side — each keeps its own people, branding, and price.

One price for your whole practice

No per-seat maths, no feature held back.