Client Booking

Client booking, invitation and payment in one step

Somebody asks for a consultation. The time is found, the invitation goes out with the meeting link, and the payment link is attached.

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The problem today

  • Online appointment scheduling software books a time.
  • That is three jobs the best scheduling app for small business still hands back to you.

How it works

  1. The request arrives
  2. A time is found
  3. The invitation goes out
  4. The payment link is attached
  5. The client record is created or updated

What you get

  • Fewer messages to arrange one meeting
  • Payment handled at booking rather than chased later
  • Fewer no shows, because the reminder and the link are in the invitation
  • A client record created without anyone typing it

What it connects to: Google Calendar and Outlook, Zoom, Square and Stripe, and your practice management or customer system.

Is this the right fit for your firm?

Do we keep our booking page?

If you have scheduling software for small business that works, yes. This connects the steps around it.

Which payment providers?

Square and Stripe are in place. Others where they offer an interface.

Does it take payment?

It sends the link. Your provider takes the money.

Start with the task your team repeats every week

Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.

Book a free Claude 101
Book a free Claude 101