Bookings

What you can do

• Public booking page

  Clients book your services directly from a shareable link, no back-and-forth emails.

• Google Calendar sync

  Confirmed bookings appear on your calendar in real time, with a Google Meet link auto-created for online consultations.

• Per-service duration, pricing, and availability

  Define how long each service takes, what it costs, and which days and hours you offer it.

• Discount codes

  Offer percentage or fixed discounts for returning clients, promotions, or referrals.

• Automated email confirmations and reminders

  Clients and you both get a confirmation, a calendar invite, and timed reminders.

• Self-serve reschedule and cancel

  Clients can change or cancel their booking via a secure link, with your approval rules respected.

• Booking Notes — structured meeting notes per booking

  After the consultation, open the booking and click Add meeting notes. Eight encrypted cards capture prospect identity, family, matter, fees, advice, and documents. Two one-click hand-offs follow: Send the Intake Form (the prospect gets a review link and clicks Confirm) and Make a proposal (seeds a Service Proposal pre-filled from your notes). AI Populate fills the cards from your consultation documents on Premium. See the Booking Notes deep dive for the full surface.