Task & Team Management

Clinic task management that keep your whole team aligned

Pogozo’s clinic task & team management replaces sticky notes, inbox flags, and forgotten follow-ups with client-linked tasks that appear exactly when needed — across calendars, notes, and dashboards..

What we do best

Centralised task dashboard

One task list for your entire team — see what needs doing across clients, appointments, and admin.

Smart task automation

Auto-create tasks for new clients, DNAs without future bookings, membership pauses, payment failures.

Team assignment & tracking

Assign to individuals or groups with deadlines, progress tracking, and real-time notifications.

Client‑linked tasks

Every task connects directly to the relevant client, appointment, class, or payment for instant context.

Multi‑assignee completion

One team member completes, everyone’s done — perfect for shared responsibilities.

Platform‑wide collaboration

Create manual tasks anywhere in Pogozo and they appear instantly across the team dashboard.

Assign and track effortlessly

Customise calendars by practitioner, location, and appointment category.

Assign tasks to individuals or groups with due dates and notifications. 

Tasks update in real time across the platform. 

Multi-assignee tasks auto-complete for everyone, keeping lists clean and current. 

Automate the repetitive

Create manual tasks or automate them based on real events – new clients, DNAs without future bookings, failed payments, membership changes, or pass expiry

Always in context

All messages are logged to the client record for full visibility. 

Tasks live alongside calendars, client records, and dashboards so teams always know what’s next. Integrated tasks in bookings, payments, and memberships provide instant context for every action.

Perfect for: Multi-practitioner teams, growing clinics, and front desk coordination.

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