# Compare DaySmart Appointments vs Carepatron 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare DaySmart Appointments and Carepatron based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/44428-195467/DaySmart-Appointments-vs-Care-Patron

---

# DaySmart Appointments vs Carepatron Features and Cost Comparison

Last updated April 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

DaySmart AppointmentsCarepatron2/4 selected

[DaySmart Appointments](https://www.capterra.com/p/44428/DaySmart-Appointments/)[4.1 (194)](https://www.capterra.com/p/44428/DaySmart-Appointments/reviews/)

[Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/)

[## DaySmart Appointments](https://www.capterra.com/p/44428/DaySmart-Appointments/)[4.1 (194)](https://www.capterra.com/p/44428/DaySmart-Appointments/reviews/)

Starting Price

$99.00/month

Value-for-Money

4.1

Functionality

4

Ease of Use

4.1

Customer Service

4.2

Reviews Sentiment

JM

JD

Based on [194 reviews](#user-reviews)

Positive

154

Neutral

19

Negative

21

[## Carepatron](https://www.capterra.com/p/195467/Care-Patron/)[4.4 (858)](https://www.capterra.com/p/195467/Care-Patron/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.6

Functionality

4.3

Ease of Use

4.5

Customer Service

4.5

Reviews Sentiment

LM

SG

Based on [858 reviews](#user-reviews)

Positive

768

Neutral

72

Negative

18

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## Summary

* * *

Key features rated by users

Features selected based on 17,260 reviews from appointment scheduling software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

69%Fit

Not enough reviews

Feature ratings

Appointment Management

4.4

Online Booking

4.2

Calendar Management

4.4

Credit Card Processing

\--

Availability Management

3.7

69%Fit

Missing features

Feature ratings

Appointment Management

4.6

Online Booking

4.5

Calendar Management

4.5

Credit Card Processing

3.0

Availability Management

NA

User satisfaction

User satisfaction

4.1

User reviews[194](https://www.capterra.com/p/44428/DaySmart-Appointments/reviews/)

Ease of use

4.1

Functionality

4.0

Value for money

4.1

Customer support

4.2

User satisfaction

4.4

User reviews[858](https://www.capterra.com/p/195467/Care-Patron/reviews/)

Ease of use

4.5

Functionality

4.3

Value for money

4.6

Customer support

4.5

Price starts from

Price starts from

$99Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

DaySmart Appointments is utilized by a wide range of businesses, including SMBs, enterprises, automotive, healthcare, government entities, and professional services firms.

Best for

Therapists, counselors, health coaches, mental health professionals, nurses, general practitioners, physical therapists, psychiatrists, psychologists, social workers, dietitians, and chiropractors.

## User reviews

Pros & cons

JM

Jennifer M.

Education and Outreach Coordinator

> "Our business doesn't need anything fancy, so our basic account helps streamline reservations..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6610768)

Dr. Ken B.

owner

> "Reports lacking easy import to Excel, etc., had to do a lot of workarounds."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___7084204)

JD

Jim D.

Ergonomist

> "Recently when I needed customer service it was top notch."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6827599)

RO

Randy O.

Hockey Performance Trainer

> "Many of the functions were setup in a redundant way that made them confusing for our team to..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6609788)

LF

Lauren F.

Tutor

> "I felt DaySmart helped me to organize my clients and schedule."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6630199)

JD

Jim D.

Ergonomist

> "Had some minor malfunctions when switching between browsers."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6827599)

MB

Michelle B.

Owner and attorney

> "They are reliable, and provide a good service that I need for my business. "

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6862506)

Dr. Ken B.

owner

> "It's another example of corporations and unethical practices"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___7084204)

TA

Teri A.

Director of Programs

> "User-friendly, easily generates reports, daily/weekly ease of appointment availability access."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6609848)

SS

Sheila S.

Therapist

> "It was adequate to meet the needs of communicating my schedule and availability, but some..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6619711)

AB

Ann B.

Owner and Massage Therapist

> "It’s nice to have an appointment scheduling solution that sends confirmation, reminders and..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5021745)

AB

Ann B.

Owner and Massage Therapist

> "I also don’t use some of the service options like online scheduling, payment processing,..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5021745)

JZ

Jan Z.

President

> "Very user-friendly at a nice price point"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6828458)

RO

Randy O.

Hockey Performance Trainer

> "Also, while the support was usually helpful, we had one issue with a major feature that we..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6609788)

JZ

Jan Z.

President

> "The customer service is outstanding!"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6828458)

JD

Jim D.

Ergonomist

> "Prior to the change in ownership, customer service was not optimal."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6827599)

EH

Eric H.

Software Support

> "Also, the uptime for the website has been really good."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6425780)

PM

Patricia M.

Supervisor

> "I can see all employees but, on the app, I have to view one at a time which is annoying."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6618302)

EH

Eric H.

Software Support

> "Overall, we have been using DaySmart for several years and have had very few issues with the..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6425780)

JM

Jennifer M.

Education and Outreach Coordinator

> "Some of the lesser-used features can be a little difficult to access."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6610768)

JM

Joanna M.

CDIS

> "Repeat appointments can be scheduled, which saves time on our end."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5016031)

EB

Ed B.

Controller

> "Not easily customizable for a reasonable cost."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6618425)

RG

Rico G.

Technology Support Specialist

> "Similar platforms have really been confusing when managing users but DaySmart makes all of..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5004536)

JM

Joanna M.

CDIS

> "Honestly, the one thing that we did not love about the system is the fact that it integrated..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5016031)

MR

Megan R.

Tutor

> "I liked that is was easy to navigate and use!"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6616061)

RW

Ryan W.

Personal Trainer

> "For may years, I've put up with poor customer service, glitches from time to time, the whole..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5004776)

KS

Karen S.

Research Account Analyst - Budgets and Contracts

> "Very easy to use and train new users. "

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6610090)

MR

Megan R.

Tutor

> "I sometimes had confusion with customer support!"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6616061)

PM

Patricia M.

Supervisor

> "I like how easy it is to use especially on a computer."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6618302)

AB

Ann B.

Owner and Massage Therapist

> "We have experienced times when DaySmart is down and I can’t afford not accessing my client..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5021745)

BW

Brett W.

VP of Operations

> "DaySmart Appointments and its automated capabilities have helped free up time for our staff..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3657791)

RW

Ryan W.

Personal Trainer

> "DS lost/deleted hundreds of past completed sessions throwing off our packages. "

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5004776)

RG

Rico G.

Technology Support Specialist

> "As an administrator, I personally enjoy the ease of use when having to set up new users or..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5004536)

SH

Sarah H.

Math Tutor

> "When there are technical difficulties, it sometimes takes weeks, or even months to get them..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5016699)

KF

Keka F.

Musician

> "My boss uses it for my schedule and it's really easy to see when I have clients and if..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3653533)

AC

Allison C.

Psychologist

> "the program doesn’t allow this schedule exception."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6227098)

CB

Caroline B.

Sports Massage Therapist

> "I was fully supported throughout the setup and shown how to use it."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4977221)

RW

Ryan W.

Personal Trainer

> "This cost us hundreds of dollars because we had no idea when it was time for some clients to..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5004776)

AC

Allison C.

Psychologist

> "Ease of use and the customer service has kept me with the company!"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___6227098)

RW

Ryan W.

Personal Trainer

> "You are the weakest in your customer service. "

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5004776)

TC

Tammy C.

Administrative Assistant

> "It makes it very easy for our students to make and manage their own appointments."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4785932)

RW

Ryan W.

Personal Trainer

> "DS completely failed us. "

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5004776)

TC

Tony C.

Project Manager

> "The customer service has been exceptional and amazing!!"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___5006136)

AW

Amy W.

Clinical Team Lead

> "This makes it difficult to realize issues are occurring or where the origin of the issue is."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4775902)

MA

Mary A.

Director of Admissions

> "It is very beneficial that our customers can set up their own appointments."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4775702)

MH

My H.

Manager

> "It was pretty pricey to use and the trials were not as transparent with the terms and..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3817647)

JJ

Jim J.

Owner

> "Great software that was capable of being customized to our business needs"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4786357)

TC

Tammy C.

Administrative Assistant

> "It either goes in their spam mail, or they just don't get it."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4785932)

KF

Keka F.

Musician

> "It's super easy to see what days and times my clients are scheduled"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3653533)

JM

James M.

CEO

> "We get logged out, find it difficult to log back in."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4781231)

AW

Amy W.

Clinical Team Lead

> "It is able to be connected to from anywhere."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4775902)

AS

Anastasia S.

Director

> "Couldn't check or schedule appointments."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#SoftwareAdvice___4675762)

RS

Robyn S.

CEO

> "Employees had no issue transitioning from our old software to this one."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3649032)

YB

Yasmin B.

Retirement Analyst

> "It does not allow the appt."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4796941)

PR

Patricia R.

Administrator

> "Searching for appointment and clients is easy to use."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4797961)

RS

Robyn S.

CEO

> "The price was a little higher than I expected however, everything is expensive these days."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3649032)

TM

Thomas M.

Personal Trainer

> "Ease of use and helpful for customers accountability."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4787372)

TC

Tammy C.

Administrative Assistant

> "That is really the only complain within our department."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4785932)

JC

Janet C.

Office Manager

> "This was easy to set up. "

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4777606)

TC

Tammy C.

Administrative Assistant

> "We can't seem to get that to the student."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4785932)

LB

Lisa B.

Owner

> "It was very easy to switch to it and learn f from our"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3553017)

JA

Jacob A.

Phlebotomist

> "The user interface is out dated, using excel-like features that aren't very intuitive "

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3010323)

MA

Mary A.

Director of Admissions

> "It is a very helpful system."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___4775702)

AS

Anastasia S.

Director

> "Lost clients!"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#SoftwareAdvice___4675762)

SB

Sarah B.

Research Assistant

> "Our clients typically don't have any issues with the program, and it's very easy to use on..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___2492463)

GC

Greg C.

Owner

> "Customer service leaves much to be desired."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___3501334)

NB

Neyasha B.

Receiving Clerk

> "This has made my job so much easier"

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___2204330)

NH

Naoki H.

Operations

> "Appointment scheduler has not worked properly for the last 4 weeks, customer service has been..."

[See full review](https://www.capterra.com/p/44428/DaySmart-Appointments/#Capterra___2744767)

[View Reviews](https://www.capterra.com/p/44428/DaySmart-Appointments/reviews/)

LM

Logan M.

Clinic Director

> "Carepatron makes it easy for us to deliver high quality assessment, counselling, and therapy services by automating the bulk of admin, from schedule and appointment management to..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117936)

MT

Megan T.

Owner

> "Automatic return to weekly calendar (no matter the setting), when scheduling clients - it seems as there are a lot of selections to click before confirmation, and creating a document..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115354)

SG

Shea G.

Counselor

> "CarePatron allows me to securely store notes, schedule appointments, manage private pay patient fee collection, and more, from a single platform that's mostly intuitive to use."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118585)

IK

Inge K.

Counsellor

> "Not as intuitive as the leading platform in Canada when it comes to setting up how clients view calendar availability/scheduling, but I’m still learning this. When creating templates..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7127463)

VS

VANESSA S.

CEO

> "The system is user-friendly, supports my workflow as a guardian and conservator, and allows me to maintain organized and compliant records for my clients."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115325)

JC

Jo C.

Practice Manager

> "there is no capacity to alter introductory letter (to use local language greetings etc) unless through workflow...but workflow doesn't allow different intake options so again, it has..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115840)

JC

Jennifer C.

Independent Contractor

> "It is a money saver and over all it is good for note taking, the ability for my clients to book easily, it creates unique codes to meet for each session."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338)

NM

Nushka M.

Clinical Psychologist

> "The video-call platform needs serious fixes - 70% of the time I can't see clients waiting in the room, or they have troubles being let in the call, this is a waste of clinical time..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117923)

GH

Gillian H.

Founder and Program Director

> "CarePatron offers unusually strong value for clinicians by combining scheduling, documentation, telehealth, billing, and secure client communication into a single, streamlined..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117340)

NN

Natalie N.

Licensed Clinical Social Work

> "Carepatron doesn't feel like a program that was created for therapists to use. When a client or potential client fills out paperwork, it doesn't automatically update personal..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7126038)

DW

Daniel W.

Owner

> "It offers a user-friendly interface, streamlined workflows, and practical tools that make managing clients, notes, and scheduling far more efficient."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120359)

AS

Amanda S.

Pediatric Occupational Therapist

> "Additionally, the signature feature could be improved—it does not save my signature, so I have to re-enter it for each client, which becomes repetitive and time-consuming."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161)

LG

LUDIVINA G.

Administrator

> "I truly enjoy Carepatron and it essentially has really helped my agency to keep records of clients in one place and it allows clients to log in as well and keep up with their care."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120415)

MM

Moises M.

Speech therapist

> "Also my calendar/appointments dont display my properly on the mobile app, when the appointments are displayed on my computer."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117865)

BJ

Barry J.

Therapist

> "Scheduling & Reminders – Built-in scheduling features with automated text and email reminders help reduce no-shows and keep your calendar organized."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118034)

KB

Kate B.

Clinical Psychologist

> "Also that there's no way to automate scoring of questionnaires, and some automated reminders cannot be modified as far as I can tell."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122465)

CH

Caroline H.

Psychotherapist

> "Also, the ability to use the mobile or desktop option makes it more desirable, as well as the opportunity to be able to sync your Carepatron calendar to your Google calendar."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069)

JC

Jennifer C.

Independent Contractor

> "I work in a group practice and it doesn't have the technology to say book with me directly, which can be confusing for clients, who then find themselves booked with other clinicians..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115338)

TH

Tina H.

SLP

> "I’ve had a good enough experience that I’ve already referred two colleagues to start using it as well, which speaks to the value I see in the platform. While there are still areas..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159)

TW

Taylor W.

Owner and President

> "I wish there was a an option to hold a virtual appointment with a window to take notes at the same time versus opening another tab which can cause some issues."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121623)

KV

Krishna V.

Owner and founder

> "I also find myself having to regularly clear cookies and cache to keep things running smoothly, and even then, I occasionally encounter errors like “something isn’t right.” Despite..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115311)

KC

Kathleen C.

Counsellor

> "it maybe asks them to log in when they click on the carepatron video link so sometimes i have to switch to google meet to accomodate them, but i don't experience their side of things..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117882)

AD

Amy D.

Genetic Counselor

> "I really enjoy the flexibility and customization abilities for setting up different services and availability, and my clients have had good booking experiences as a result."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122369)

TT

Teresa T.

Licensed Professional Counselor

> "I dont like that all my emails appear there rather than just e ails from clients forcing me to either have no link to email or a paid version due to volume of spam email i receive. "

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115374)

JC

Jessica C.

Clinician

> "There are a large number of forms, assessments, templates, etc, that are easy to customize for my practice. Or I can easily upload my own forms, which Carepatron formats for me. "

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668)

SB

Sabrina B.

CCS Administrator

> "At this time, we do not need features like billing or appointment reminders, so the cost feels high relative to our needs."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117871)

JG

Jesus G.

Case worker

> "I like how it makes scheduling simple, and all the worksheets and different forms it has; they help me handle my patients more effectively and with ease."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621)

AF

Aaron F.

APRN

> "Unable to auto bill When on a support call, the person was unfamiliar with how to set up the e-prescribe system or if it was capable to prescribe compounding medication."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124585)

CH

Caroline H.

Psychotherapist

> "Another invaluable feature is the possibility to transcribe client notes which can be stored chronologically on the system."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069)

TD

Tanya D.

Mental health, counselling, psychotherapy

> "One limitation is the lack of real-time support—assistance is primarily handled through email, which can be inconvenient when something urgent comes up."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115720)

DH

Diana H.

supervisor

> "It makes appointment scheduling, reminders, and patient record management simple and efficient, helping streamline daily operations."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120899)

VR

Verified Reviewer

Owner and Clinician

> "The 1 GB free account is misrepresented. Once you hit the 1 GB you lose access to EVERYTHING unless you pay for the upgrade."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7141570)

AS

Amanda S.

Pediatric Occupational Therapist

> "Sharing documents, sending intake forms, and keeping everything organized in one place has streamlined my workflow significantly."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122161)

RC

Ruby C.

Occupational Therapist Owner

> "I also find it inconvenient that I have to create a separate profile for parents instead of having all relevant information under one unified family profile."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231)

AE

Aly E.

Owner

> "The value for money is nice as there are templates for notes and paperwork, AI, video conferencing, and it's streamlined."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116691)

NV

Nadine V.

Counsellor

> "There is a lack of customisation with some of the workflow and there were some glitches depending on the browser as well."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7119006)

RC

Raechel C.

CEO Marriage and Family Therapist

> "I felt like the notes features, customizability and now having integrated insurance and Ai make CarePatron a top of the line platform."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116321)

NL

Nicole L.

Physiotherapist

> "For some reason, the method of sending out fillable intake forms for patients to complete doesn't seem to work smoothly."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401)

JC

Jessica C.

Clinician

> "The best feature is the AI assistant - I can get answers to any questions in real time, and the answers are detailed and easy to follow to fix whatever issue I am stuck on. "

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115668)

DK

Donna K.

Physical Therapist

> "Constantly needs refreshing to be updated and does not indicate if no longer saving (so sometimes causes changes on notes not to be saved while updating."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115818)

BA

Brian A.

Staff Counselor

> "Having a quick and easy way to access these materials for clients has made my job much easier. Plus the incredible talent of the community shines through with the ability to share..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117996)

TH

Tina H.

SLP

> "As a pediatric therapist, I often have to manually adjust names in emails, which can be time-consuming and less efficient."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118159)

KH

Kelly H.

Licensed Therapist

> "On my desktop, I have the app, so I don't have to worry about toggling between browsers/tabs when working on other things simultaneously, as it has it's own window and place on my..."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118163)

ME

Mary E.

Therapist

> "I also am not a big fan of the billing system mostly because there is not autopay feature and my clients have had trouble navigating it."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118133)

AC

Alli C.

Occupational Therapist

> "Being able to do HiPPA video calls, have clients manage their own appointments, and utilize transcribing/AI makes it totally worth the money."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609)

PP

Persefoni P.

Psychologist

> "cannot customize the messages to the clients: send invoices, reminders, etc."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115364)

DE

Danielle E.

Therapist

> "I enjoy the wide variety of client record templates and note templates that you can use and customize to your needs."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115332)

MC

Miriam C.

Coach

> "I am unable to send different forms for different services when a client books a service."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115751)

SC

Sam C.

Music Therapist, Board-Certified

> "overall, it is a great free option for EHR, combining tools together like zoom, calendars, and billing in one spot."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120170)

NL

Nicole L.

Physiotherapist

> "I can send the forms but there always seem to be some errors or miscommunication in how the patient can respond/input their data."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115401)

DP

Devon P.

Therapist

> "It allows me to tailor the platform to my specific clinical needs without the overhead of more complex systems."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118765)

CH

Caroline H.

Psychotherapist

> "It also seems to require the page being refreshed quite frequently & clients reminders usually thought to be misrecognised as a likely scam."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116069)

JT

Jaya T.

administrator

> "For the price, you get a surprising amount of functionality — documentation, scheduling, client management, and AI Scribe all in one place."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121909)

SK

Scott K.

Speech Pathologist

> "The only negatives would be the limited cloud storage and no automatic email reminders for appointments."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115297)

NR

Nicola R.

Counsellor and Clinical Supervisor

> "I am able to easily create templates for notes, electronic consent forms, emails etc."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115691)

RC

Ruby C.

Occupational Therapist Owner

> "The claims submission feature is not very user-friendly, which makes billing more cumbersome than it should be."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231)

JM

Jessica M.

Clinical Psychologist

> "The booking system and reminders are automated and eliminate unnecessary admin work so I can focus more on the clinical work."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118995)

RC

Reyenne C.

Speech-Language Pathologist

> "There is still a lot that is unclear about how relationships work with this and what is best in the system (like using the same email, phone number, etc.)."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122647)

HD

Heather D.

Psychotherapist

> "I have also enjoyed that I can access Carepatron from my phone as that has been helpful to be able to manage my appointments and patient records."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115418)

SB

Samantha B.

CEO, Therapist

> "My practice lost money daily for missed sessions due to non working links and patients could never sign in."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120440)

HW

Hannah W.

Speech Language Pathologist

> "I really like that Carepatron is a one stop shop for all my needs including billing, documentation, scheduling, etc."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118017)

AM

Amy M.

Mental Health Therapist

> "I did not have good luck with the video platform and went back to using Doximity after comparing and contrasting with my clients we made this joint agreement."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7116325)

RU

Roxana U.

Therapist

> "I like that CarePatron has a lot of templates to use and different features for types of services as well as how easy it is to send documents through the portals."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115377)

KP

Kassandra P.

LMFT

> "It was not functional for my therapy practice as you could not have a multiple client account for families or couples."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117893)

JG

Jesus G.

Case worker

> "Booking appointments is smooth, and it allows me to send reminders to my staff and clients."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7122621)

FE

Frieda E.

Audiologist

> "It's a shame I can't set up reminders automatically to be send out for customer birthdays and when it's flow up time."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115305)

AF

Alecia F.

License Professional Counseling

> "It provides a free library of forms that can be accessed and modified to tailor your own needs."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115590)

MF

Matt F.

Owner and Practitioner

> "I do wish I could organize my documentation and intake forms differently instead of the current work flow."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117885)

JEB

John-Eduard B.

CEO

> "The load of sending intake documents is relieved as well and I can download the documents from Carepatron to the clients' files."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120789)

AC

Alli C.

Occupational Therapist

> "I can't change the templates for emails that go out with invoices or appointments."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115609)

LT

Libby T.

PT Owner

> "I enjoy the appointment reminders, the client relationship tags and the customizability of the templates. "

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115432)

RC

Ruby C.

Occupational Therapist Owner

> "few workflow limitations that make documentation and administrative tasks more time-consuming than they need to be."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7124231)

EC

Emily C.

Counsellor

> "There are some aspects, like the video call option and synching calendars that I haven't tried yet, but I think these will also be useful."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7117962)

ES

Emily S.

Therapist

> "More concerning, we’ve experienced multiple outages—including during telehealth sessions—which is extremely frustrating and unprofessional when working with clients."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115436)

HM

Hannah M.

Chief Clinical Officer

> "I also appreciate the platform’s accessibility for both clinicians and clients, which supports engagement and reduces administrative burden."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7121366)

PD

Patti D.

Scheduling, intakes, invoicing and accepting payments

> "The invoicing and accepting payments is not as clear as the app that we were previously using."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118028)

KL

Kai L.

Youth Development Lead

> "CarePatron is an excellent software that has made management, client engagement, and appointment reminders easier than ever before!"

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7118759)

EH

Ella H.

Speech therapist

> "Some features that I have technical issues to make changes e.g., the visit signature."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7115581)

JG

JUSTINE G.

Counsellor

> "I like the automated workflows such as client reminders and sending intake forms."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7120358)

HR

Haley R.

registrar

> "It often made navigating the platform feel disjointed and slow, which disrupted my workflow."

[See full review](https://www.capterra.com/p/195467/Care-Patron/#Capterra___7125411)

[View Reviews](https://www.capterra.com/p/195467/Care-Patron/reviews/)

## User interface

4.11 (194)

[Carepatron](https://www.capterra.com/p/195467/Care-Patron/)

4.43 (858)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

DaySmart Appointments

Top features

30/32

-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Management
-   Automated Scheduling
-   Availability Management
-   Calendar Management
-   Client Database
-   Client Management
-   Client Portal
-   Confirmations/Reminders
-   Credit Card Processing
-   Customer History
-   Customizable Branding
-   Customizable Forms
-   Customizable Templates
-   Data Import/Export
-   Email Management
-   Email Marketing
-   Employee Management
-   Generative AI
-   Group Scheduling
-   Mobile Access
-   Multi-Location
-   Online Booking
-   Online Payments
-   Recurring Appointments
-   Reporting & Statistics
-   SMS Messaging
-   Wait List Management
-   Website Integration

[See all features](https://www.capterra.com/p/44428/DaySmart-Appointments/#features)

Carepatron

20/32

-   Access Controls/Permissions
-   Activity Dashboard
-   AI Copilot
-   API
-   Appointment Management
-   Automated Scheduling
-   Availability Management
-   Calendar Management
-   Client Database
-   Client Management
-   Client Portal
-   Confirmations/Reminders
-   Credit Card Processing
-   Customer History
-   Customizable Branding
-   Customizable Forms
-   Customizable Templates
-   Data Import/Export
-   Email Management
-   Email Marketing
-   Employee Management
-   Generative AI
-   Group Scheduling
-   Mobile Access
-   Multi-Location
-   Online Booking
-   Online Payments
-   Recurring Appointments
-   Reporting & Statistics
-   SMS Messaging
-   Wait List Management
-   Website Integration

[See all features](https://www.capterra.com/p/195467/Care-Patron/#features)

### Recognition

DaySmart Appointments is recognized as a top-rated tool in 2 Capterra Shortlist reports

Carepatron is recognized as a top-rated tool in 4 Capterra Shortlist reports

### Deployment & support

DaySmart Appointments

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Carepatron

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

DaySmart Appointments

-   By DaySmart Software
-   Located in United States
-   Founded in 1999

Carepatron

-   By Carepatron
-   Located in New Zealand
-   Founded in 2019

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