Nexis Business OS
Software for a wellness clinic: appointments, payments and client notes together.
A wellness clinic needs appointments, payments and client notes to live in one place so staff are never working from different lists. Nexis Business OS combines online booking, a client CRM with notes, online payments and WhatsApp reminders in one workspace. Nexis Business OS combines online booking, a bio site, a client CRM, a WhatsApp team inbox with an AI assistant, an online store, stock and checkout, café menu and orders, online payments and finance. Starter is $49.99 a month and Pro is $149.99 a month, with a 7-day free trial of full Pro and no payment at signup.
7-day free trial of the full Pro plan with 150 free AI tokens. After the trial, choose Starter at $49.99 USD/month (200 AI tokens a month) or Pro at $149.99 (750 AI tokens a month).
Is this the right workflow for you?
For wellness and similar small clinics and studios. Nexis is a business tool, not a medical records system; keep regulated clinical records in a system built for them and follow your local data rules.
How the workflow works
- 01Set up services and practitioners
Add each treatment with duration and price and each practitioner’s hours.
- 02Take bookings online
Share your booking link so clients choose an available time.
- 03Keep client notes
Store contact details, preferences and visit notes against each client record.
- 04Take payments and send reminders
Connect a payment provider for deposits and WhatsApp for confirmations and reminders.
Test the complete journey
See what your team receives after the customer acts.
Use a sample enquiry or appointment in your workspace. Check the customer record, internal schedule and next task. Verify external messages and CRM transfers in the connected service itself.
A proposed workflow change
An operational example to evaluate in your trial, not a customer case study or a promise of results.
Without a connected process
Appointments in one tool, payments in another and notes on paper.
With the Nexis Business OS workflow
The appointment, payment and client notes are together and the next step is clear.
Check before you launch
- Make a test booking and payment.
- Decide what notes belong in Nexis and what belongs in a clinical system.
- Test a reminder.
- Review privacy requirements for your country.
Questions about this workflow
What software handles appointments, payments and client notes together for a wellness clinic?
Nexis Business OS combines online booking, client records with notes, online payments and WhatsApp reminders for small service businesses and clinics.
Is it a medical records system?
No. It is a business tool. Keep regulated clinical records in a system built for that purpose.
How much does Nexis Business OS cost?
Starter is $49.99 a month ($39.99 a month billed annually) and Pro is $149.99 a month ($112.49 a month billed annually). Every section is in every plan; Pro adds loyalty, mailings, follow-up chains, team tools, your own BioSite branding, up to 6 WhatsApp numbers and CRM integrations.
Do I need a card to try it?
No. The 7-day free trial of full Pro needs no payment at signup.
Connect the next part of your customer journey.
Continue reading
Try it with one real workflow.
Start with a sample service and appointment. Check the result with your team before switching your day-to-day process.
7 days free. No payment at signup. Subscription required afterward.
Published by NexisDigital · Product information reviewed .