Software for professional services

Professional services software where clients pay for an expert's time

The Professional services section brings together businesses that clients visit not for a product but for a conversation or for work with a specific person or room: a law company and a law office, a notary, accounting and auditing, a real estate agency, a coworking space, a call center, a recording studio, event organizers and interview planning. In each of them, professional services software starts with online booking. A form on your website or social media shows only the free time of a lawyer, an accountant, a meeting room or a studio, and the administrator sees every appointment in one calendar instead of merging several personal schedules by hand. The client, in turn, no longer has to call just to find out when the expert is free.

A resource here can be a person or a room. A lawyer, a notary or a real estate agent has their own working hours and a list of the services they provide, while a desk in a coworking space or a studio with its equipment has an occupancy schedule of its own. When a room has several workstations, the resource can take several parallel appointments, and a service that needs the whole room occupies it completely. Duration and price are set for each service separately, so a short consultation and a session that runs for hours never get mixed up in the calendar.

The type of service matters as well. An individual appointment fits when one resource serves one client, as in a lawyer's consultation or a notarial act. Events and group bookings are for cases where the schedule is fixed in advance and several people sign up for the same time: a training, a product presentation or a meetup run by an event organizer. Events get a separate booking form, cloning into the next period and group operations on participants, so nobody has to keep the guest list in a spreadsheet.

The remaining modules depend on how your business earns its money. A law company, a notary's office and an accounting firm keep a cash register, calculate staff pay, send surveys after a visit and filter out unwanted bookings. A law office gets automatic Telegram, SMS or email messages to clients instead of the payroll module. A coworking space and a call center sell memberships, give discounts to regular clients and rely on the employee mobile app. A real estate brokerage separates staff access permissions and calculates salaries, a recording studio keeps a warehouse and sells memberships for studio time, event organizers gather participants into group events, and interview planning combines reminders, surveys and a mobile app for the people who run the interviews.

What all of these have in common is simple: an hour a client booked and did not use cannot be sold a second time, so the schedule has to be accurate and appointments visible to the whole team. The client card keeps the visit history, so a lawyer and a coworking manager alike can tell a returning client from someone who is getting in touch for the first time. Each business type has its own page with the set of modules worth starting with, so pick the one closest to your work and open it.