Getting started,
the easy way.

Create Your Account

1. Download LMT Assistant from the App Store or Google Play
2. Tap "Sign Up" and enter your email address
3. Create a strong password (at least 8 characters with numbers and symbols)
4. Verify your email by clicking the link we send you
5. Or sign in with Apple or Google for faster setup

Setup Wizard

After signing in for the first time, the setup wizard walks you through the essentials:

1. Add your business name and select your home state
2. Create your services with names, durations, and prices
3. Add your payment handles (Venmo, Zelle, Cash App, PayPal)
4. Set your home address for mileage tracking

You can skip any step and come back to it later in Settings. But completing the wizard upfront means everything is ready when you start adding clients and appointments.

Choose Your Language

LMT Assistant supports English and Spanish. Go to Settings to switch at any time. All screens, labels, and notifications will update.

Add Your First Client

1. Tap the "Clients" tab at the bottom of the screen
2. Tap "+" to add a new client
3. Enter their name and contact information (phone, email)
4. Add their address if you do mobile/outcall visits
5. Add any intake notes (health history, contraindications, preferences)
6. Tap "Save"

Client Status

Each client has a status to help you stay organised:

• Active: Current clients you see regularly
• Inactive: Clients who haven't been in recently
• Referred Out: Clients you've referred to another therapist

Search & Filter

Use the search bar to find clients by name, phone, or email. Filter by status to narrow your list. Clients are paginated so the list stays fast even with hundreds of records.

Create an Appointment

1. From the Dashboard or Calendar, tap "+" to create a new appointment
2. Select a client (or create a new one on the spot)
3. Choose the date, start time, and duration
4. Select the service type from your service menu
5. Add a location if it's a mobile/outcall appointment
6. Optionally set a reminder notification

Recurring Appointments

For regular clients, set up recurring appointments. Choose the frequency (weekly, biweekly, monthly) and the app will generate a preview of all upcoming dates. Review and confirm before creating the series.

Appointment Lifecycle

Appointments move through stages: Scheduled → In Progress → Completed. You can also mark appointments as Cancelled or No-Show. Completed appointments cannot be edited to maintain data integrity.

Your Booking Link

Every account gets a branded, shareable booking link. Find it in Settings → Booking. Share it on your Instagram bio, email signature, business card, or as a QR code on a printed flyer.

Configure What Clients See

1. Open Settings → Booking
2. Toggle studio visits, mobile visits, or both
3. Set your travel fee for mobile visits (shown on the booking page so there are no surprises)
4. Select which services are bookable online
5. Customise the intake questions and consent statement clients must sign
6. Optionally enable testimonials to appear on the booking page

Approving a Booking

When a client submits a request, you get a push notification and a new entry in the Pending Bookings view. Tap it, review the details, then approve or decline:

• On approve, the appointment is added to your calendar, a client record is created (or matched to an existing one), and an SMS confirmation is automatically sent to the client's phone
• On decline, the client receives a polite decline message. No other data is retained
• Intake notes submitted by the client are encrypted on arrival using your per-user key

Using the Session Timer

1. Start a session from an appointment or from the Timer tab
2. The full-screen timer shows elapsed and remaining session duration
3. Your screen stays awake during the session
4. End the session when you're done. The app records the actual duration

Spotify for Session Music

Connect your Spotify account to suggest playlists for sessions. Your saved and recommended playlists open in the Spotify app directly. You stay in control of playback there.

1. Go to Settings → Spotify and tap "Connect"
2. Authorise LMT Assistant to read your library
3. Pick a playlist from your Saved or Suggested lists. It opens in Spotify for playback
4. Disconnect at any time from Settings

What is a SOAP Note?

SOAP notes are the standard format for documenting client sessions:

• S, Subjective: What the client tells you (complaints, goals, pain levels)
• O, Objective: What you observe and find during assessment
• A, Assessment: Your professional analysis of the condition
• P, Plan: Treatment plan, recommendations, follow-up schedule

Create a SOAP Note

1. Open a client's profile and tap "Add SOAP Note"
2. Select the associated appointment (if applicable)
3. Fill in each section
4. Save. The note is automatically linked to the client and encrypted

Create an Invoice

1. Go to the Finances tab and select "Invoices"
2. Tap "New Invoice"
3. Select a client
4. Add line items from your service menu or enter custom items
5. Set tax rate if applicable (percentage-based)
6. Add any notes or terms
7. Preview as a PDF, then share via email or text

Payment Handles

Your payment handles appear on invoices so clients know how to pay. Set them up in Settings → Payment Handles:

• Venmo
• Zelle
• Cash App
• PayPal

Track Payments

Mark invoices as paid when you receive payment. Track outstanding invoices from the Income tab to see who still owes you.

Log an Expense

1. Go to Finances → "Expenses"
2. Tap "+" to add a new expense
3. Enter the amount, merchant, and date
4. Select a category (Supplies, Equipment, Marketing, Education, etc.)
5. Optionally snap a photo or upload a PDF of the receipt
6. Save

AI Receipt & PDF Scanning

Instead of entering details manually, use your camera or upload a PDF. The AI extracts:

• Merchant name
• Date of purchase
• Total amount, subtotal, tax, and shipping
• Expense category (auto-classified)
• Individual line items with quantities and prices
• Order number (if visible)
• Whether it's a recurring or subscription charge

You can also batch-scan multiple receipts at once, mixing photos and PDFs.

Track Session Income

Record income from each session, organised by payment platform (Cash, Venmo, Zelle, Cash App, PayPal, Check, Insurance, etc.). The Income tab shows your total earnings broken down by source.

1099 Document Scanning

At tax time, scan your 1099 forms with AI to quickly log income:

1. Go to the Income tab
2. Tap the scan icon to photograph or upload a 1099 form
3. The AI extracts the payer name, amounts, and tax year
4. Review the extracted data and save

Log a Trip

1. Go to Finances → "Mileage"
2. Tap "+" to log a new trip
3. Enter your start and end locations (or pick from Saved Locations)
4. The app uses Google Maps to calculate the exact distance
5. Select the client and add any notes
6. Toggle round-trip if you're returning to the same starting point

In-Studio Mileage

For in-studio visits, enable in-studio mileage in Settings and the app logs the round trip between your home address and studio automatically when you complete an appointment.

Booking Screenshot Scanning

If you receive appointment confirmations from third-party platforms (Schedulicity, Acuity, MassageBook, etc.), scan a screenshot to auto-fill mileage:

1. Tap the scan icon in Mileage
2. Take a photo or select a screenshot of your booking confirmation
3. The AI extracts the client name, date, time, and location
4. Review and save. The distance is calculated automatically

Saved Locations

Save your home address, office, and frequent client locations in Settings → Saved Locations. When logging mileage, pick them with one tap instead of re-typing addresses.

Store Your Professional Credentials

The Credentials Vault keeps all your professional documents organised in one secure place:

• Licenses: State massage therapy licenses with license numbers and expiration dates
• Insurance: Liability insurance policies with policy numbers and coverage details
• CE Certificates: Continuing education certificates with hours completed and course details
• Transcripts: School transcripts with total hours completed

AI Document Scanning

Instead of entering credential details manually, scan your documents with AI:

1. Tap "Add Credential" and choose the credential type
2. Take a photo or upload an image or PDF of the document
3. The AI reads the document and extracts names, numbers, dates, issuing organisations, and hours
4. Review the extracted data, make any corrections, and save

Renewal Reminders

Set expiration dates on your credentials and the app will send you push notifications before they expire, so you never miss a renewal deadline.

Stay on Top Without Being Buried

LMT Assistant sends three kinds of push notifications:

• Appointment reminders: Before each upcoming session
• Booking requests: When a client submits a new online booking
• Credential expirations: Before a license, insurance policy, or CE certificate expires

Fine-Tune What You Receive

Open Settings → Notifications to toggle each category on or off and set how far in advance you want to be reminded.

Biometric Authentication

Add an extra layer of security by enabling Face ID or Touch ID. Go to Settings and toggle on biometric authentication. Each time you open the app, you verify your identity.

Automatic Session Timeout

If you're inactive for 15 minutes, the app automatically locks and requires you to sign in again. This protects your client data if you leave your phone unattended.

Encrypted Backups

Regularly back up your data for safekeeping:

1. Go to Settings → Backup & Restore
2. Tap "Export Backup" to create an encrypted backup file
3. The backup is encrypted with AES-256 before leaving your device
4. Save the file to your preferred location (iCloud, Google Drive, etc.)
5. To restore, tap "Import Backup" and select your backup file

Offline Mode

LMT Assistant works even without an internet connection. Changes you make offline are encrypted and queued, then automatically synced when connectivity is restored. For security, offline data expires after 30 days.