Everything you need to run the business side
Clients, organisations, services, sessions, recurring work, invoicing, payments and notes — the complete toolkit for a small service business.
Dashboard
Invoiced, paid and outstanding totals for any date range, plus upcoming work and anything that needs attention today.
Clients
Individuals, children billed to a parent or guardian, and staff billed to their employer. Contact details, billing relationship and full history in one record.
Organisations
Schools, companies, charities and other organisations with their own contacts, recipients, work history and invoices.
Sessions and recurring work
One-off or repeating work with weekly, fortnightly, monthly or custom patterns. Completions, cancellations, no-shows and reschedules are all recorded.
Invoicing
Build an invoice from uninvoiced sessions or write one by hand. Issue, print or save as PDF, and track status from draft to paid.
Payments
Log bank transfers, cards, cash, cheques and direct debits. Part payments update balances automatically.
Notes
Chronological notes attached to clients, organisations, sessions and invoices, plus a single feed of everything.
Settings
Business details, invoice defaults, numbering, payment terms and term dates — all under your control.
Clients
New clientParents, payers and organisations are handled without duplicate records.
Invoice INV-0142
IssuedPayments received
Received this month
£2,610
Still outstanding
£630
Chase in one click
Part payments and balances tracked automatically.