Features
Client Management Tools for Solo Practitioners
One portal that replaces your booking app, intake forms, and billing software — built for service businesses that have outgrown generic tools.
Get started freeOnline Booking
Your clients get a beautiful, mobile-friendly booking page that reflects your brand. They pick a service, choose a time from your live availability, and confirm — no accounts, no apps to install.
- Shareable booking URL (/book/your-business)
- Real-time availability — no double bookings
- Per-service duration, pricing, and color coding
- Instant confirmation email to client and you
Intake Forms
Walking into a session without knowing your client's history wastes the first ten minutes. Forms are sent automatically after booking — health history, project briefs, intake questions — collected before the meeting even starts. Free plans support up to 5 fields; Pro and Business plans unlock up to 20 fields and post-booking forms.
- Pre-booking forms shown during the booking wizard
- Post-booking forms sent via client portal after booking (Pro+)
- Text, textarea, dropdown, checkbox, and phone field types
- Required vs optional field control
- Responses stored and viewable in appointment detail
Payment Links & QR Codes
Chasing payment after the session is the fastest way to erode a professional relationship. Include your GCash, PayPal, or bank transfer link on the booking confirmation — clients pay at the moment of highest commitment, not after the fact.
- Paste any payment URL (GCash, PayPal.me, bank page, etc.)
- Upload a QR code for scan-to-pay on mobile
- Shown on booking confirmation screen automatically
- Mark bookings as paid from your dashboard
Email Notifications
Automatic confirmation, reminder, and follow-up emails keep clients informed and reduce no-shows without any manual effort.
- Instant booking confirmation (client + owner)
- 24-hour reminder email
- Custom email branding with your business name
- Powered by Resend
Client Portal
Status-update emails and follow-up chasing eat into your working day. Give clients 24/7 access to their own bookings, documents, and intake history — so they can check for themselves, and you stop being the answering service.
- Upcoming & past appointments
- Self-service cancellation (configurable)
- Intake response history
- No app install required
Messaging & Inbox
Message clients directly from their detail page — no WhatsApp, no email threads. A unified inbox shows every conversation sorted by recent activity, with unread indicators. Delivered via Supabase Realtime with a 30-second polling fallback.
- Direct provider–client messaging
- Unified inbox sorted by last activity
- Unread message indicators
- Real-time delivery (Supabase Realtime)
Session Notes & Documents
Add notes to any appointment and upload session summaries, contracts, or intake results. Uploaded documents appear in both your dashboard and your client's portal — everything in the right place.
- Editable notes on every appointment
- Upload PDF, JPG, or PNG up to 10MB
- Documents visible in client portal
- Linked to the appointment they belong to
Team Threads
Create internal discussion threads for your workspace — talk through cases, share resources, or coordinate with staff. File uploads, inline image previews, and link cards keep discussions rich and in context.
- Internal workspace discussion threads
- File and image uploads with inline previews
- Link preview cards
- Available for Pro and Business plans