---
title: The Freedom Workbook
---

[![Zanda](https://hello.zandahealth.com/hs-fs/hubfs/Logos/Zanda_Formerly_Twilight.png?width=250&height=92&name=Zanda_Formerly_Twilight.png "Zanda")](https://zandahealth.com/)

![Freedom Workbook (Mockup) V1](https://hello.zandahealth.com/hs-fs/hubfs/Resources/eBooks/Freedom%20Workbook/Freedom%20Workbook%20(Mockup)%20V1.png?width=170&height=225&name=Freedom%20Workbook%20(Mockup)%20V1.png "Freedom Workbook (Mockup) V1")

# The Freedom Workbook

This isn’t what you were dreaming of when you started your practice, is it? Where is the freedom and fun?

Is This You?

- You’re busy all day seeing clients
- You spend your evenings catching up on admin
- You want to grow your practice but you have no time for marketing
- You can’t remember when you last took a vacation
- And maybe, even though you’re crazy busy, you don’t seem to be very profitable

Using this Freedom Workbook, we’ll help you move from being stuck working in your business to having the space and time to work on your business—so that you can finally get the freedom you want.

## Download Your Workbook Today!

![Bizzy](https://hello.zandahealth.com/hubfs/Bizzy%20Assets/02_Smooth%20Sailing.png)

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## All-In-One Practice Management Software that does the busy work for you

**40,000+ users** rely on our Practice Management platform to manage their independent practices.

![Invoices & Payments](https://hello.zandahealth.com/hubfs/Email%20Assets/Zanda%20Feature%20Images/Invoices%20and%20Payments.png)

### Be Productive

Appointment reminders that reduce no-shows, waitlists, and recall automations.

![Client Management](https://hello.zandahealth.com/hubfs/Client%20Portal.png)

### Get Paid Faster

Efficient billing and payment systems are essential for your success.

![Security & Privacy](https://hello.zandahealth.com/hubfs/Security%20Certifications.png)

### Ensure Security

Superior security standard certifications including ISO 27001, HIPAA, & ACSC.

![Zanda](https://hello.zandahealth.com/hs-fs/hubfs/Bizzy_FreeTrial.png?width=323&height=200&name=Bizzy_FreeTrial.png "Zanda")

 BizzyAI

Save time on documentation with purpose-built AI that generates professional clinical notes in your style. (Optional)

 Easy Client Appointments

Create and manage client appointments for each client session.

 Session Packs

Easily create and manage session pack templates to track client sessions, hours, or prepaid amounts.

 Group Appointments

Create and manage group appointments with multiple participants, a default group service for easy invoicing, group communication, and individual reminders.

 Automation & Workflows

Eliminate manual tasks from your practice with automations for invoicing, appointment follow-ups, and client communications.

 Room & Resource Management

Manage rooms, equipment, and resources for appointments in Zanda with flexible scheduling tools.

 Single Practitioner View

View one practitioner’s calendar on display.

 Multiple Practitioner View

View multiple practitioners’ calendars on display side by side.

 Multiple Locations

Add locations to link them to practitioners’ availability, appointments, and invoices.

 Locations Filter

View practitioners’ calendars based on their available locations.

 Custom Calendar Intervals

Display calendar(s) in daily, 5-day, or weekly view.

 User Permission Settings

Adjust user permissions to control access levels for practitioners.

 Note Access & Visibility

Control access to client notes, enabling collaborative care while protecting the visibility of individual notes.

 Calendar Groups

Organize practitioners in custom groups for calendar display. For example, they can be grouped by profession.

 Custom Display Order

Change the order practitioners are displayed on the main calendar display. For example, you can set these in terms of names, demand, availability, etc.

 Reporting

Gain valuable insights with flexible reporting and analytics.

 Availability Finder Tool

Easily find practitioner’s availability for manual bookings.

 Custom Business Hours

Define business hours for calendar display.

 Availability

Determine and set weekly, bi-weekly, or 4-weekly recurring schedule patterns.

 Availability Exception Rules

Use availability overrides to block availability when needed.

 Recurring Appointments

Easily recur an appointment based on the specified intervals. Edit or delete one, one and the following, or all appointments in the series.

 Integrations

Scale your practice with seamless integrations for accounting, payment processing, marketing, and client management.

 Confirm Appointment Moves

Enable appointment rescheduling confirmation to prevent unintentional changes.

 Appointment Conflict Alerts

A notification alert will signal conflicts between new and existing appointments when setting up a recurring schedule.

 Medical Billing & Invoicing

Simplify billing and payments with configurable invoicing, secure payment processing, and automated reminders.

 Appointment Warnings

Switch on individual appointment alerts or configure an ongoing client appointment notification to be displayed on each appointment block.

 Private View Mode

Hide clients’ personal information from appointments on calendar display.

 Mobile Friendly

Navigate Zanda seamlessly on any mobile phone or tablet.

 Hide Unattended Appointments

Hide appointments without deleting them from the records.

 Telehealth

HIPAA compliant and ISO 27001 certified video conferencing powered by Zoom.

## Make the most of your day, start with Zanda

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