Know the client
Keep contact details, practical notes and follow-up tasks together.
Keep bookings, recorded payments and rebooking follow-ups together without making every appointment into a project.
Start with this setup
The problem, brought together
Keep bookings, recorded payments and rebooking follow-ups together without making every appointment into a project. Start with appointments, payments recorded and expenses. Enable additional tools later if you need them.
Keep contact details, practical notes and follow-up tasks together.
Use the calendar and booking records around your working hours.
Record takings and expenses so you can understand profit.
Keep rebooking and personal follow-up actions visible.
Your tailored workspace
Explore the tools
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.