Massage therapists managing corporate wellness contracts and prepaid commercial packages require an administrative environment separated from clinical systems. Workspace369 runs that commercial side in one system: client records, proposals, scheduling, projects and invoices.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Business inquiries and package sales follow a structured path from first message to paid invoice.
Key facts
CRM for massage therapists at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "inquiry and client record initialization" to "invoicing and client portal review".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Massage practice software leads: ClinicSense (Lite $39 a month, 20 appointments; its FAQ says it is HIPAA compliant) keeps booking, intake forms and treatment notes together, Jane (Practice $79 with one full-time practitioner) adds charting templates, and Noterro starts at $33. MassageBook starts at $29 with a 30-day trial. Workspace369 lists no HIPAA or BAA statement, no charting or treatment notes, and online booking only from Specialist ($149), so it should not hold client health information.
| Tool | Plan priced | Monthly | Billed yearly | Booking and notes at that plan | Limits | Trial |
|---|---|---|---|---|---|---|
| ClinicSense | Lite | $39 | $35.75 a month | Online booking, email reminders, treatment notes, intake forms | 20 appointments a month; Standard $69 for 200 | 14 days, no card |
| Jane | Practice | $79 | Not shown | Online booking, intake forms, custom charting templates | Includes 1 full-time practitioner; $35 per extra | No trial; demo account |
| Noterro | Core | $33 | $28.05 a month | Charts and forms, online booking, email reminders | 1 seat; $13.20 per extra seat | 14 days, no card |
| MassageBook | Launch | $29 | Not shown | Online booking, basic treatment notes; intake forms and reminders on Practice ($59) | 3-service limit on Launch | 30 days (Practice), no card |
| Vagaro | 1 person | $30 | Not shown | Online booking, treatment notes, invoices | $40 for 2 people, $90 for 7+ | 30-day free trial; card not stated |
| Workspace369 | Cadet | $29 | $23.25 a month | Intake forms, portal, deposits; no online booking (Specialist, $149); no charting or treatment notes | 1 user, 5 active projects; no HIPAA or BAA listed | 14 days, card required |
Prices and limits from each vendor's official pricing page, checked October 19, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
When corporate clients request recurring on-site wellness packages, tracking the initial inquiry conversations often becomes disorganized. General administrative staff need access to scheduling and proposals without viewing private health histories. Without a dedicated client-work tool, follow-up tasks are missed, and communications regarding contract parameters are lost across separate email accounts, delaying the finalization of commercial agreements.
Commercial packages require specific legal terms, facility guidelines, and corporate agreements. Storing these files alongside clinical intake forms creates operational confusion. Administrative teams need to reference past proposals and ongoing client records without entering regulated health software. Misplacing these non-clinical files slows down invoicing and project coordination for corporate massage events.
Issuing invoices for corporate wellness days or bulk massage packages requires tracking scheduled dates and task lists. When scheduling is detached from invoicing, human errors occur during manual data entry. Staff must manually check conversations to verify if a package session was completed, causing delays in payment collection and inaccurate project tracking.
Providing corporate clients access to their administrative files and invoices requires a dedicated portal. If corporate buyers use clinical portals, they are exposed to unnecessary medical interfaces. Massage businesses need a client portal specifically for sharing proposals, scheduling corporate dates, and reviewing general commercial invoices.
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
The operator receives a corporate massage package inquiry and creates a new client record within Workspace369. Staff record details in the brief, noting the requested event scope and frequency. The operator logs conversations under this record, ensuring that the administrative team can review the client history before drafting formal documentation or setting up scheduling requirements for the corporate wellness program.
The team drafts a detailed proposal outlining the commercial package terms, pricing, and event dates. Relevant corporate liability files and facility requirements are attached directly to the project folder. The proposal is sent to the corporate buyer through the system, allowing the client to review, approve and e-sign the scope and terms before any scheduling occurs.
Once the proposal is accepted, the operator establishes a new project to manage the commercial package execution. The coordinator creates specific tasks for staff, such as preparing mobile massage tables and verifying therapist availability. Tasks are assigned to team members with clear deadlines, ensuring every operational step is completed before the scheduled event.
The coordinator uses the scheduling module to book the specific massage sessions for the corporate client. Any adjustments requested by the client are handled via the conversations tab. Staff update the project tasks to reflect the finalized dates, keeping all scheduling updates visible to the whole team.
After the massage sessions are completed, the administrator generates an invoice based on the agreed proposal terms. The invoice is uploaded to the client portal, where the corporate buyer can view, download and pay it online. The operator marks the corresponding tasks as complete, closing out the commercial package.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Keep clinical notes, treatment history and regulated medical records in your approved electronic health record system. Workspace369 runs the business side: inquiries, proposals, corporate scheduling, projects and invoices.
You attach corporate agreements and event guidelines as files on the specific client record or project, next to the pricing proposals. Staff track operational preparation using tasks and coordinate dates via the scheduling tool, keeping every business file in one place.
Yes. You can grant corporate buyers access to the client portal. Through this portal, they can independently review their proposals, check scheduled event dates, and download invoices without accessing any clinical or internal staff conversations.
Any changes to a commercial package are handled through the conversations module and recorded in the project brief. Operators update the relevant tasks and issue an adjusted invoice, so the business transaction details stay on the record.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
