Join the ClientOS beta.
Leave your name and email, tell us which phone you use, and we will send a free invitation through TestFlight or Google Play, with sample data to explore.
- Free during the beta
- No payment details asked for
- Your records live on your device
What happens next
- We email your invitationA TestFlight link for iPhone and iPad, or a Google Play testing link for Android, usually within a day.
- Install and pick your professionClientOS re-tunes its words, sample data, reports and lessons to your practice.
- Look around, then add your own clientsSample data is built in, so nothing is empty on day one. Import your clients from a CSV file when you are ready.
- Tell us what is missingReply to any of our emails. Beta feedback shapes what ships.
iPhone, iPad or Android?
Encrypted records, your password plus fingerprint or face unlock, automatic encrypted backups, CSV import and export, reports, finances and Learn work the same on both. Android needs version 8.0 or later. The differences are small:
- The Mac version, when it arrives, comes with the Apple purchase.
- On iPhone and iPad you can keep your recovery key in iCloud Keychain. On Android it is shown and saved at setup only.
- Voice notes are transcribed on any supported iPhone or iPad. On Android they need Android 13 or later.
- Keyboard shortcuts work on iPad with a keyboard.