Prospects request a discovery call or submit your intake form. After each session you invoice retainers or packages, then send reminders, session prep notes, or review requests via WhatsApp.
How it works
Request
Walk-in
Service
Invoice
Communicate
Day-in-the-life example
From intake request to invoiced session and follow-up
Prospect submits your public intake form—goals, availability, and contact info captured.
A referral walks in for a quick intro—you add them on the spot and book their first paid session.
Coaching call marked done. Full client history visible in one workspace.
4-session package invoiced with GST. Client pays 50% upfront, balance tracked.
Send a reminder before Friday’s call, share prep materials, or ask for a testimonial.
Customers request a booking or walk in. You deliver the service, create invoices, then use Communications for reminders, review asks, and payment follow-ups.
Share a public form so prospects can request sessions before you book them.
Add referrals and walk-ins on the spot and keep every client in one directory.
Invoice sessions and retainers with live preview and GST support.
Send booking reminders, ask for reviews, and follow up on payments—when you choose, using your WhatsApp templates.
14-day free trial · GST invoicing · WhatsApp messaging · No credit card required