System Manual
Professional Registration
Registration steps:
  1. Go to the home page of the system.
  2. Click "Sign up".
  3. Fill in the following details:
    • First and last name
    • Gender
    • Profession (e.g.: Psychoanalyst, Psychologist, etc.)
    • What you call your clients (e.g.: patient, client, etc.)
    • Your mobile number (WhatsApp) and email
    • Create a password
  4. After filling in, click "Register". A verification code will be sent to the mobile number and email provided.
  5. Enter the code to securely complete your registration.
  6. After registering, you will be redirected to your restricted area, in the section of Settings.
    • Configure your personal details, business information and system preferences to adapt the platform to your professional reality.
    • You automatically receive a free public page which can be accessed at https://bemvio.com/seunomedeusuario. Important: for the page to be publicly available, you need to enable this option in the public page settings.
    • After configuring your preferences, you can choose a usage plan to unlock all platform features.

Note: Using the platform does not depend on immediately choosing a plan; you can already explore the free page, but for full access to features, you need to select a plan after configuring your preferences.


Initial Settings

After registering, you will be directed to your restricted area. Before you start registering clients or booking appointments, configure the system according to your professional reality.

What needs to be configured:
  • Personal and access details: Check and complete your details, such as education, and choose a profile photo.
  • Business Details: Add the services that will be offered (with name, time each appointment will take, and price), choose the type service mode (online, in-person or both), location location (if choosing in-person or both) and set the available hours.
  • System Preferences:
    • Choose your time zone.
    • Configure notifications and communication:
      • Enable or disable notifications via WhatsApp or Email.
      • Set how long before the appointment the client should receive the notification.
      • Manage the virtual assistant on WhatsApp.
    • Customize your public page and booking:
      • Make your public page and booking link available.
      • Choose whether to display service prices.
    • Configure client management:
      • Allow contact via chat, email or WhatsApp.
      • Control what the client can view: appointments, records, statement, etc.
      • Set whether the client can book or edit appointments.
      • Allow the client to edit their personal details and password.
      • Allow the client to deactivate their own account.

Client Management
How to register a new client:
  1. Click "Clients" (or however you chose to refer to them) in the main menu.
  2. Click "Add Client".
  3. Fill in at least the client's basic information (name, gender, WhatsApp, and password).
  4. Click "Register". The client will then appear in your list.
Information visible for each client:
  • Number of sessions completed
  • Available balance
  • Upcoming appointments
Features by icon:
  • Book: book new appointments.
  • Appointments: book, edit and record each session with information for the records or the client; share and view by status.
  • Finance: add payments received, view the client's statement, which is updated automatically as sessions occur.
  • Records: view and print appointment records.
  • Chat: Communicate privately with your client through the platform's Chat.
  • WhatsApp: direct link to start a conversation with the client.
  • Email: contact by email.
  • Edit: change the client's information.
  • Delete: removes the client and their data.

General Schedule

Allows you to track all system appointments in a single view.

You will be able to:
  • Filter appointments by status (pending, in progress, completed, cancelled)
  • View today's appointments
  • View as list or calendar
  • Create, edit, delete and share appointments
Useful automations:
  • At the session time, the schedule item starts blinking, indicating that it is in progress.
  • The session status changes automatically (from pending → in progress → completed).

Professional Finances
Features:
  • View of the financial summary according to the selected period (day, week, month or year), including total income, expenses and available balance.
  • Graphical analysis of financial performance, with averages and standard deviation of transactions in the chosen period.
  • Lookup of clients with the highest financial contributions in the selected period for strategic actions.
  • Identification of clients in default and assessment of the impact on revenue during the period.
  • Automatic generation of income entries from client payment records.
  • Manual entry of expenses by the user.
  • Detailed display of the entry list, with date, description and amount, filtered by the chosen period.
  • Filter application for selecting periods (day, week, month or year) for customized financial analysis.
  • Smart reports generated by artificial intelligence, with information on financial position, profit margin, ROI and future projections according to the period.
  • Issuance of recommendations strategic recommendations to improve financial management, default control and sustainable growth.
  • Payment record related to platform usage, recorded as expenses in the financial statement.

General Reports
What you will see:
  • Clients (new vs. returning, engagement, default): See how many clients are registered, how many started in the current month, how many remain active from previous months, and the overall engagement level. Also track early signs of default.
  • Data-based recommendations: Receive automatic suggestions generated by data intelligence, based on your clients' real behavior. These recommendations help improve retention, engagement and financial health.
  • Highest financial contributions: See which clients generated the most revenue in the period. Use this information for loyalty, appreciation and relationship maintenance strategies.
  • Clients in default: Quickly identify which clients have outstanding financial issues. View the amounts owed and take action such as direct contact or renegotiation.
  • Payment and default analysis: Track the overall default rate of your client base and receive alerts when it exceeds the tolerable limit. Assess the impact on cash flow and consider corrective action.
  • Appointments (pending, completed, cancelled, etc.): Monitor the distribution of appointments: how many were completed, are pending, cancelled or in progress. This allows you to assess adherence levels and schedule organization.
  • Finances (income, expenses, balance): View total revenue and expenses in the period, plus the current balance. Assess your business's financial health based on up-to-date data.
  • General analysis with data intelligence: Get an integrated view of your operation, cross-referencing acquisition, engagement, finance and default data, with strategic insights.
  • Strategic conclusion: Get a final diagnosis based on all indicators. Identify critical points such as high default or excessive turnover, and receive suggestions for adjustments to the client journey or processes.

Client Access
Features available to the client (configurable):
  • View scheduled sessions
  • Check financial statement
  • Book or cancel sessions (if allowed)

Final Notes
  • The system does not act as a payment intermediary between client and professional.
  • Payment from the client to the professional must be made externally (Pix, cash, transfer).
  • The professional will pay for the use of the system. The billing method (monthly, per client or per session) will be defined.
  • The system will be made available in the future as an app (Android and iOS).

Last updated: May 2026