More Structured Consulting Business Management: Schedule & Reports in One System
A consulting management platform that makes it easy to manage session bookings, consultant schedules and real-time client reports. The consulting business is more organized and professional.
Management Solutions for Consulting Businesses
More Practical Online Booking
Clients can book consultation sessions at any time without the need for telephone or manual chat, so the schedule is always neatly filled and organized.
Schedules are neater and more controlled
Manage consultant time availability and session types in one system so that there are no overlapping or conflicting schedules.
Automated Sales Reports & Real Time
All sessions and transactions are immediately recorded and compiled in automatic reports without the need for manual recaps at the end of the day.
All Data in One Dashboard
Monitor all client, session and revenue data in one dashboard so that consulting business conditions are always well monitored.
One System for a More Professional Consulting Business
Booking & Session Schedule Management
Appointment Application Features
Designed to help businesses manage customer schedules and bookings more efficiently in one system.
Customers can make their own bookings with a simple flow and are recorded directly in the system.
Automatic Online Booking
Set operational hours, service types, and appointment duration according to business needs.
Schedule and Service Settings
Manage staff, work schedules, and synchronize calendars to ensure all appointments are controlled.
Team and Calendar Management
With an organized system, customers get a more comfortable experience without having to wait long.
Reduce Queues and Overbooking
Monitor Performance & Client Reports
Sales Report Application Features
All features are designed to help you view, understand and make decisions from sales reports more easily.
View revenue summaries by client and session type to understand which areas are most profitable.
Revenue Per Client Summary
Track the number of sessions and revenue per consultant for easier and more targeted team evaluation.
Monitor Consultant Performance
All session and transaction data is automatically compiled in reports that are ready to be reviewed at any time without the need for manual recap.
Session Reports Available Automatically
Forget manual note-taking or messy spreadsheets. All data has been automatically arranged in the system.
No Need for Manual Recap Anymore
Monitor Revenue & Clients
Daily Income & Monthly
View sales reports by period to understand business development over time.
Monitor business activities directly through a dashboard that is always updated in real-time.
Real-Time Report Dashboard
Get a transaction summary without the need for manual calculations, so you can understand business conditions more quickly.
Automatic Transaction Summary
Compare performance across weeks, months or quarters directly from the dashboard so business trends can be seen without manual calculations.
Compare Performance Between Periods
All data is automatically arranged in reports, so the team can focus on serving clients without being burdened with administrative matters.
Automatically Compiled Transaction Recap
Cleaner & Organized
Clients can book their own sessions at any time. No more schedule conflicts or missed sessions. Consultation operations are more organized.
Administration Handled Automatically
Every session and transaction is recorded automatically in the system. Consultants can focus on clients without having to worry about administration.
Stored Client Data & Easy to Access
Session history and client data are neatly stored in one system. Easily accessible at any time for future reference or follow-up.
Business Reports Available Automatically
Reports on revenue, number of sessions, and consultant performance are available without manual recaps. Ready-to-use data for business evaluation and development.
Immediate Benefits for Your Consulting Business
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Deeper Exploration
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Manage Your Consulting Business with a More Structured System
Start with a 14 day free trial. No credit card required. Setup is fast and our team is ready to help from the start.
