Matters, engagements and retainers
Mainstay for legal & accounting.
Your people, properly recorded
Phone, address, emergency contact, who referred them — and the fields your line of work needs on top.
Book the way you work
Your availability, your buffers, your timezone. Clients book online or you book for them.
Sell packages that count themselves
A block of sessions reserves a credit when booked and consumes it when delivered. Cancel and it returns.
Agreements that know their price
Build the agreement once. It knows what it sells, fills the price from your catalogue, and creates the subscription when it is signed.
A portal they actually use
Your clients see their sessions, documents and balance — and book their next one without emailing you.
Your words, not ours
Call them clients, members, students or guests. Rename it once and it changes everywhere they see it.