Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Schedule services, set pricing, manage reservations
Schedule service hours, set pricing, and manage VIP reservations. Track client appointments and adjust availability. Monitor financial metrics and analyze profitability. Set goals for customer retention and investment opportunities.
Manage appointments, classes, and group bookings through a scheduling interface. Add staff members and set availability. Receive notifications for confirmed bookings. Allow customers to book online or via phone.
Schedule appointments and classes with a secure, private platform. Adjust availability by blocking time off, setting hours, and scheduling lunch breaks. Manage staff schedules and client bookings efficiently. Send confirmation emails and reminders.
Generate professional invoices and estimates quickly by selecting clients from contacts and adding items. Accept card payments instantly and track expenses in real-time. Securely store and sync data across devices.
Create and send professional invoices and estimates. Add client details, itemized charges, and payment links. Set automatic reminders and track payments. Export invoices in PDF. Sync with accounting software.
Book a lane, enroll in training classes, and manage membership details. View exclusive deals and sign waivers. Reserve time slots and track membership benefits.
Create and send online for client intake, consent, waivers, and treatment records. Edit or use pre-made templates. Collect and store responses digitally. nd share after care instructions and feedback .
Build estimates, manage projects, connect with pros
Create and manage paint estimates using pre-designed templates. Track project progress with live updates and scheduling. nd send invoices securely through Stripe. Connect with local professionals for project collaboration.
Create proposals, contracts, and invoices. Send and collect payments. Manage tasks and set deadlines. Use shared inbox for team communication. Record calls and access coaching resources. Separate work and personal numbers on one device.