Solutions

Client onboarding

Collect the brief before the first call.

Add a file upload to your booking form. Clients attach a brief or document while booking; it is stored privately, linked from the booking, and the client appears as a contact in your dashboard.

Who it's for: Agencies, consultants, developers, designers and any service provider who needs context upfront.

What you get

Clients can upload a file while booking

Files stored in private storage

Download link in your dashboard and notification email

A contact with booking history for every client

Notes on each contact

Confirmation and reminder emails, with reschedule and cancel links

Have a question about your use case? Contact us.