What we offer today
and what's coming with the MVP

Team

• Multi-worker, no member cap.
• Full worker profile across 8 tabs: personal data, contract, schedule, time off, skills, documents, appointment history and permissions.
• Granular permissions (28 capabilities) with quick-apply templates — reception, lead, clinical assistant, cashier, marketing — to configure an employee in two clicks.
• Personal worker view (/w/): today's schedule, next 7 days, monthly KPIs (attended, no-shows, hours worked), skills, time off and contract. Doesn't see the rest of the centre's agenda by default.

Patients and clients

• Clinical record with horizontal tab navigation: Overview, Attention, Appointments, Billing, Attachments, Clinical photos, Packages and Notes.
• Attention tab aggregates everything that needs action: pending consents, expiring or expired packages, recent no-shows and upcoming birthdays — one actionable view. Anything you've already seen can be marked as reviewed and leaves the list and the home alert until something new happens with that client.
• Clinical photos with on-image annotations, before/after compare, per-session tagging and signed ZIP export to share with the patient or accountant.
• Lead pipeline separated from the active client base.
• Per-channel GDPR consents (email / SMS / WhatsApp) stored in an immutable log, revocable by the patient.
• Client reliability: no-show and late-cancellation tracking, with a reliability rate and alerts on the business dashboard.
• Contact notes on the client file, the quick-add form and the appointment dialog: what gets jotted down on the phone (who brings the patient, when to call back, which package they asked about) saves without a signed consent, because it is not clinical information. Clinical notes still require a signature and stay encrypted in their own tab.
• Tasks linked to a patient or to the business.
• Formal or informal address in Spanish (usted or tú), patient by patient: chosen when adding the patient (full or quick form) and on the client file, with new patients starting on usted. Emails, the WhatsApp reminder, the patient's appointment page, their exercise page and what they read while signing consents all follow that choice.

WhatsApp with your patients

• Connect the clinic's WhatsApp from Settings without waiting on anyone: accept the conditions, choose the number (a new one or the one you already use), the name and photo your patients will see (the business logo by default), and type the code you get by SMS or phone call. The photo can be changed later from the same page.
• WhatsApp inbox with your patients: their messages land in the inbox and on their file, and you reply from Pymwin. When a patient writes, you get a notification in the bell and by email.
• Automatic WhatsApp appointment reminder using the Meta-approved template, only to patients who have given consent. Physiotherapy for now; podiatry and spa as soon as Meta approves their template.
• WhatsApp credits: each reminder uses one, and replying to a patient within 24 hours of their message is free.

Point of sale, payments and packages

• Built-in basic POS: mark an appointment as paid, record payment method, generate the receipt.
• Products and services with a catalogue, categories and prices.
• Vouchers and packages: configurable templates, sale at the till, auto-redemption when booking or completing an appointment, per-client usage tracking and automatic expiry. Closing an appointment tells you which session came off and how many are left, and warns you if the redemption failed, because that session would otherwise show up as an uncollected charge. When you sell a package, the final sale screen shows its code with a copy button, ready to write on the patient's card.
• Shared-pool packages: a 4-session package to spend on any of several services, for instance physiotherapy or neurological physiotherapy. Each session comes off the same counter whichever service it is, when redeemed from the agenda, the till or the client record. Packages with sessions per service work as before.
• Uncollected charges: a tab at the till listing every past appointment nobody ever charged, with no cut-off date. Sessions already covered by a package are left out. From each row you can charge it, open the appointment, chase the client on WhatsApp, or write it off with a reason on record. Nothing written off is deleted: a separate view lists what you took off, why, and a button to put it back.
• The same list answers two questions: which appointment slipped through, and who owes you. A switch groups it by client, ordered by debt, and the total is always on top with how many appointments and how many people. Searchable by name.
• If you charged an appointment from the client's record, or spent a package session by hand, you can tie that charge or that session to the appointment and it stops showing as pending, without spending a second session. It looks up to sixty days either side, says how far each candidate is from the appointment, and leaves out package sales, which paid for no appointment. And companies or insurers you invoice separately get marked once from their record: their appointments never count as debt again, and the record says so.

Tablet mode

• 4-digit PIN per worker. The clinic tablet lets any team member in without needing a personal Pymwin account.
• The same till as on the desktop: charge the day's appointments or a direct sale, sell and redeem packages (with the code on screen to write on the card), pick or quick-add the client and correct the payment method.
• In-kiosk clinical consent capture: the patient signs on the tablet itself, guided flow (informed + GDPR + service terms).

Clinical consents (health GDPR)

• Multilingual templates for informed consent, health-data GDPR, image use and invasive techniques.
• Patient signature from three channels: tablet kiosk in person, the operator's web record, or a remote link sent to the patient.
• Dual professional signature when the technique requires it.
• Legal-representative signing for minors and for adults who need it.
• Vital-interest bypass for documented emergencies.
• 10-year retention for clinical history, per regulation.

Prescribed exercises

• A catalogue tagged across four dimensions (body area, joint or muscle, goal and equipment), with accent-insensitive search. It ships with 31 starter exercises ready to prescribe, two of them already illustrated, alongside the ones the clinic creates, which can carry its own photos. Duplicating a starter brings its images along.
• Image gallery: upload a photo once and reuse it in as many exercises as you like. Deleting one tells you by name which exercises lose it, and each keeps a marked gap in place so you can replace it without hunting for where it was.
• Versions of the same exercise to tailor per patient (5 reps at 3 kg, or 10 at 2). Each version stores only what differs and inherits the rest, so editing the exercise does not knock the versions out of line.
• Reusable plan templates and prescribing from the patient's file, either from a template or by building the plan right there and keeping it as a template for the next patients. The numbers travel as copies: changing the template later does not alter a plan already sent.
• Duplicate a plan to start from it, either in the common list or for one patient, and archive it once it stops being used. Archiving a plan already sent withdraws it from the patient's page, and restoring it gives it back: nothing is deleted.
• A patient page on its own link, with no account and no app. When the patient has a date of birth on file, the link asks for it as a second factor, locks after repeated attempts and logs each access; when they do not, the clinic is told at the moment of sending.
• The link is emailed in the patient's language. The email does not carry the exercises inside: they are health data and an inbox is not where you leave them.
• Legal retention of a prescribed plan as clinical documentation, in centres that keep clinical history, exactly as a note is kept.

Business configuration

• Multi-business: one owner can have several clinics under the same account.
• Editable public storefront: logo, description, photos, contact and visible hours for clients.
• Own subdomain per business (my-clinic.pymwin.com).
• Business audit log with traceability of sensitive changes.
• Internal admin panel for the founders.

Expenses and accounting (both plans)

• Expense records with proof, vertical-aware tags, supplier autocompletion, recurring expenses generated automatically.
• Multi-line VAT per expense, 303-friendly classification, deductibility tuned to the space type (commercial vs home office).
• Enter an expense at the receipt's total, VAT included, instead of working the taxable base out by hand, and correct it the same way later. The breakdown updates as you type.
• VAT-exempt flag for businesses that neither charge nor reclaim it, as with most healthcare services: expenses go in gross and the tax summary stops computing input VAT that cannot be reclaimed.
• Periodicity filter: see the monthly, quarterly or one-off expenses at a glance, plus shortcuts to narrow down to the current month, quarter or year.
• Salary mass with real cost (gross + optional employer SS). Visible only to the owner and delegated permissions; workers never see their own salary.
• Each worker's salary is stored with the month it applies from, so a raise in September does not rewrite August. That salary flows in as planned payroll across expenses, reports, the export and the revenue goal. Whatever you record by hand overrides the plan, a planned payroll is confirmed with one click and one recorded by mistake can be deleted.
• Extraordinary income (grants, indemnities, refunds) with optional VAT.
• Monthly financial dashboard: margin, net profit and previous-month comparison.
• Revenue goal worked out from your fixed costs: you say how much you want to earn and it tells you what you need to take each month. The week is split by the days you open, so a holiday week does not count as a failure. It shows up in the till, on the home screen and in the reports.
• Quarterly tax summary ready for the accountant, exportable to CSV / Excel / PDF.
• Audit log of sensitive changes (approvals, voids).

Operational accounting is complete on both plans. The only thing Pro adds is official Verifactu/TicketBAI issuance via fiskaly.

Platform

• Full Spanish + English localisation (UI, forms, validations, emails).
• Mobile-first: every screen is designed for mobile first, then tablet and desktop.
• Dark mode.
• Public legal pages in Spanish and English: legal notice, privacy, cookies, terms.
• Authentication: email + password, password reset, email invites, Google login.
• Guided onboarding: new owner creates an account, defines the business in a wizard, and lands in a dashboard with a visual setup checklist.