Business tools
One dashboard, connected to your website.
Your plan includes only the tools you need, and they share the same information as your website. Add more later as your business changes.
The tools
Bookings & calendar
Customers book online from your website, and your diary keeps everyone's day in order.
- Online booking with deposits
- Appointments and repeat visits
- Staff hours, breaks and holidays
- Blocked time and closures
Payments
Card payments go straight into your own Stripe account. Card details are only ever entered on Stripe's pages.
- Deposits and full payments
- Cash and bank transfers recorded
- Refunds from one screen
- Payouts and takings in one view
Customers
One record per customer with their details, visits, purchases and notes, and a pipeline for new enquiries.
- Visit and purchase history
- Private notes
- Enquiries tracked to won work
- Import your existing list
Quotes & invoices
Send quotes customers accept online, turn them into invoices, and share a link to pay.
- Quotes accepted online
- Invoices with payment links
- Cash and bank payments recorded
- Everything kept against the customer
Online shop
Sell products from your website for collection or delivery, and keep on top of stock and orders.
- Products and stock
- Orders and fulfilment
- Collection or delivery
- Gift cards online and in person
Memberships & events
Recurring memberships for regulars, and ticketed events and classes with waiting lists.
- Monthly or yearly memberships
- Ticketed events and classes
- Waiting lists
- Attendee lists
Messages
Email and text customers from their record. Newsletters only go to people who agreed to them, with an unsubscribe link.
- Conversations per customer
- Reusable templates
- Booking reminders
- Opt-in newsletters
Client galleries
Private photo galleries for your clients, protected by a password, where they choose favourites.
- Password-protected links
- Favourites
- Downloads
- Shared per client
Forms
Enquiry and intake forms on your website. Answers and files are saved to the customer.
- Your own questions
- File uploads
- No sign-in for customers
- Turn answers into customers
Team
Give each person their own sign-in and choose what every role can see and do, including money.
- Roles and permissions
- Own calendar or everyone's
- Hours and time off
- Commission kept private
Reports
Takings, bookings, sales and team performance by week, month or year.
- Takings and sales
- Bookings over time
- Team performance
- Website visitors, without tracking cookies
Your data
Your customers, your money, your data.
- Card details are only ever entered on Stripe's own pages
- Payments go into your own Stripe account
- Each person signs in with their own account and role
- Marketing only goes to customers who agreed to it
- A full export of your data whenever you need it
Not sure what you need?
Tell us how your business works today. We'll suggest the tools that would help, and leave out the ones that wouldn't.