Know the client
Keep contact details, practical notes and follow-up tasks together.
Barber
You want to run your appointments, not a complicated sales process.
Start with clients, appointments, recorded payments, expenses and profit. You do not have to use proposals or project tools.
Start with this setup
The problem, brought together
One connected client journey
Start with clients, appointments, recorded payments, expenses and profit. You do not have to use proposals or project tools. Start with appointments, payments recorded and expenses. Enable additional tools later if you need them.
Plan the appointment
Use the calendar and booking records around your working hours.
Record the payment
Record takings and expenses so you can understand profit.
Bring clients back
Keep rebooking and personal follow-up actions visible.
Your tailored workspace
Familiar language. One connected back office.
- Familiar terminology and starting stages
- Workspace priorities for your kind of work
- Choose which tools are visible
- Existing records stay unchanged when you change business type
Explore the tools
Run the work. Stop running the software.
Bring enquiries, proposals, projects and payments into one connected workspace built around your kind of business.
See my business setup →No card needed. Start with one client or project and build from there.