Documents
Where others only have a calendar, you can raise a proforma, an invoice or a contract straight away. The client, service and amount are already in the database.
Booking is often not the end of the job. The client wants a proforma, a company wants an invoice, and some work needs a contract. Instead of doing that in another program, the document starts from the same client and the same service already on the appointment.
You send the proforma as a PDF to email from the panel. An invoice can go out as eInvoice (SEF) when you bill companies. Contracts have templates and a reminder before expiry. The module is in Full plans — scheduling still works without it.
- Proforma: PDF, send to the client email from the panel.
- Invoice and eInvoice (SEF / UBL) when you bill companies.
- Contracts and templates, with a reminder before expiry.
- The documents module is in Full plans — scheduling works without it.
The app
Calendar
Every free and booked slot in one place.
Automatic notifications
Send SMS and email notifications about appointments.
Online booking
Clients pick a slot and book themselves on the website.
Clients and customers
Cards, history and a customer list for marketing.
Renewal reminders
SMS before a yearly or half-year service expires.
Services and prices
Duration, service amount and renewal interval on each item.
Working hours and teams
Working days, holidays and teams — slots follow your hours.