Naturally Radiant Case Study - Digital SOAP Notes System

For service-based businesses and orgs drowning in manual work

Problem

Your staff is wasting hours on paper forms, compliance documents, or repetitive tasks.

Promise

We replace manual workflows with simple digital tools + automation that save time, reduce errors, and centralize everything.

Proof

Naturally Radiant — moved from paper SOAP notes to digital system with Custom CRM + Agentic automations.

Case Studies

Custom Scheduling & Payment Integration for Naturally Radiant

Streamlining practitioner scheduling, improving record management, and modernizing in-person payment processing for a leading wellness & holistic health provider.

100%

Centralized Data

Time Saved

Scalable

Future Ready

Naturally Radiant Scheduling and Payment Interface

Problem (First Principle Breakdown)

Scheduling Challenge: Square's limited scheduling tools lacked robust customization, filtering, and centralized practitioner profile management.
Operational Gaps: No reliable backend to track appointments, associate them with practitioner profiles, or automate reminders efficiently.

Solution (Designed from First Principles)

Custom Booking Workflow: Replaced Square booking with a custom scheduling system integrated into Airtable, turning appointment data into live, trackable records. Leveraged automation tools like MAKE and n8n to connect systems, automate reminders, and streamline practitioner coordination. Each practitioner now has a dynamic profile with associated appointments, history, and availability. Automated reminders and scheduling logic reduced manual coordination.

Business Value Delivered

Centralized Data: All appointments, payments, and practitioner activity are now viewable and manageable in Airtable.
Time Saved: Manual appointment tracking, confirmation, and follow-up coordination significantly reduced.
Scalability Enabled: The new system can support multiple practitioners, clients, and locations—future-proofing their operations.

Strategic Skills Demonstrated

Systems design thinking (replacing generic software with tailored workflows)
Low-code/no-code architecture (leveraging Airtable for scalability and clarity)
Automation platform integration (MAKE, n8n) for workflow orchestration
POS integration and payment operations optimization
Operational automation in client-facing health businesses

Problem

Promise

Proof

Custom Scheduling & Payment Integration for Naturally Radiant

"OnCode's custom scheduling and payment integration has transformed our operations. We now have full visibility into appointments and revenue, and our practitioners spend less time on admin and more time with clients."

Ready to modernize your operations?

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