Every client, one complete record
Booking tools remember the slot and forget the person. operate1 keeps one record per client: every session, every payment, every note and every intake answer, attached to the human they belong to.
14 days of Pro free, no card and no call. After that $19 a month flat, one price for the whole practice, or stay on the free tier.
Sarah Bennett
First visit 14 Jun · 12 sessions on record · Pays by card
12-session package
7 of 12 used
Deducted automatically when a session is completed.
Session history
Session 7, follow up
14 Aug 2026
Right shoulder abduction to 150 degrees, up from 130. Pain 3 of 10 at end range. Progressed to band external rotation, 3 sets of 12. Home plan updated.
Dr A. WhitfieldPain 3/10ROM 150 degSession 6, follow up
07 Aug 2026
Reported soreness for a day after last session. Reduced load, held the same plan. Advised on desk setup and a two hourly movement break.
Dr A. WhitfieldInitial assessment
24 Jul 2026
Six weeks of right shoulder pain, no trauma. Painful arc present. Impingement suspected, no red flags. Twelve session plan agreed.
Dr A. WhitfieldIntake form signed
Consent captured at intake. Export or erase this record in one action, with every change logged.
This is the screen the rest of the product exists to fill in. Bookings, payments and intake forms all write to it, so it is complete without anyone doing data entry.
Sample data. Made-up names and a made-up week, not a customer.
What you use today
Today the client exists in four places, none of them complete
The number is in the phone, the history is in a chat thread, the balance is in a spreadsheet, and the injury note is in someone's head. Every question about a client is a small research project.
Where one client lives right now
Four fragments of the same person. Nobody can see all of them at once, so nobody ever has the full picture.
4
Places one client exists
0
Of them complete
0
Owned by the business
The worst part is ownership. When a staff member leaves or a phone dies, the fragments they held leave too.
How it works
Step 1
Bookings write the record
Every booking lands on the client's record with its date, service and payment. History builds itself instead of being typed on a Sunday.
Step 2
Notes go where you will find them
Session notes, preferences, flags. Typed once, attached to the person, searchable in seconds, readable by whoever on your team needs them.
Step 3
It stays yours
Records belong to your account, with role-based access for staff. Ask and we provide every record we hold, in a format you can open.
Competitor reality
The market sells you a diary or an EMR. Nothing in between.
Booking tools store contacts. Clinic suites store clinical charts at clinic prices. The record most service businesses actually need sits in the gap.
Zoho Bookings
Published- Their price, their terms
- A genuinely free tier for one user with calendar sync and reminders, then Basic and Premium per user, monthly or annual. Local-currency figures were not published on the pricing page we read.
- Where it falls short for you
- It schedules well and remembers nothing. There is no client record, so a package balance, a preference and a history have nowhere to live except the spreadsheet you already keep.
Source: zoho.com/bookings pricing, read 4 August 2026.
Clinical EMR suites
Category pattern- Their price, their terms
- Practice and clinic suites are typically priced per practitioner, billed annually, and often meter messaging as credit bundles or cap appointments per month.
- Where it falls short for you
- Built for doctors and clinics. If you are not running one, you are buying clinical charting, prescription workflows and a compliance surface to store what amounts to notes and history.
Source: The vendors' own published pricing pages.
Per-seat scheduling tools
Category pattern- Their price, their terms
- Calendly, Acuity, Setmore and similar tools price per user per month, focused on the calendar rather than the client.
- Where it falls short for you
- The booking exists; the person does not. History, packages, notes and payments have nowhere to live, so the spreadsheet survives the purchase.
Source: The vendors' own published pricing pages.
Every figure above is what the vendor themselves publish, or is marked as coming from a third party, and the vendors named are the ones a practice like yours would actually shortlist. Much of this category quotes per seat and bills the year upfront, so compare the cash you hand over on day one, not the sticker. Research recorded 4 August 2026. Prices move. Check the vendor's own page before you decide, and if their tool fits you better, buy theirs.
What you are probably thinking
Is this an EMR? Can I store clinical charts in it?
No. The record holds identity, bookings, payments, notes and intake answers. It is not clinical charting, there are no e-prescriptions, and we will not pretend otherwise. For a records-plus-bookings layer it is complete; for an EMR, buy an EMR.
Can I import my existing client list?
On Business we do it with you: send your records in whatever shape they are in, Excel, Sheets, a WhatsApp export, and setup includes moving them in. On Free and Pro, clients build up as they book, or you add them yourself.
Who on my team can see what?
Access is role-based. Staff see what their role allows, and the account owner controls it. What we do not claim: that role settings alone make your practice compliant with any privacy law. The tools are ours, the practice is yours.
What happens to my data if I leave?
You can delete the account yourself from inside the app, and you can ask for a full export first and we send everything we hold in a format you can open. Your client book should never be a hostage.
Records capability that is not built yet
The record is shipped and central. These additions to it are not, and each is listed rather than implied.
- File and photo attachments on a record. Notes are text today.
- A per-client package credit ledger with automatic deduction. Package sessions are counted from booking history today.
- One-click self-serve export. Being built; until it lands, ask us and we send everything we hold.
- Bulk messaging or marketing to your client list. The record exists; outbound campaign tools do not.
Stop being the database
Put the next booking through operate1 and watch the record build itself. If a complete client history under one login does not save you real time in the first fortnight, stay on Free or walk away.
What you are risking on Pro
14 days free, no card. After that $19 a month flat. Billed monthly, so the most you can ever be out of pocket is one month.
Cancel yourself in the app. No retention call, no email chain, no notice period. One-click full export is being built now. Until it lands, ask us and we send you every record we hold, in a format you can open.
Subscription fees are not refundable, so if you are unsure, stay on monthly rather than prepaying the year. Cancelling stops the next charge and your plan runs to the end of the period you paid for.
Being straight about the limit: the 14-Day Move Guarantee, where we move your records for you or your next three months are free, is on Business, not Pro. On Pro you do the import yourself.
Written up per trade
Who this is for, in their own words
The same product, described in the vocabulary of each trade, with an honest list of what is built for it and what is not.