Ideal Body Wellness is a chain of specialized wellness clinics throughout the Washington D.C. area. The company managed and tracked appointments and staff schedules using a paper calendar. Client progress reports were updated with manual calculations. Personal data and other client-specific notes were being recorded on a single sheet of paper. CEO Michael Mahoney wanted to expand and reclaim hours spent on scheduling appointments to improve the client experience. Seeing the need to upgrade his system, he chose InfusionSoft and integrated it with Salesforce® to automate the scheduling process. Soon after implementation, Michael found InfusionSoft’s scheduling capabilities were limiting the chain’s progression to an online system. The lack of functionality was proving to be almost as much

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