PocketSuite Booking & Payments 5.0.3

The PocketSuite App is a valuable tool for professionals who work with clients. It offers a comprehensive range of features to streamline your business operations, including appointment scheduling, payments, invoices, POS, subscription/membership payments, appointment reminders, client messaging, online marketing, and CRM database - all accessible from your phone.

PocketSuite simplifies the process of booking and receiving payments from your clients.

Key Features:

• Communication & Clients:
• • Consolidate business texting, client communication, and text marketing in one platform.
  • Your clients do not need the PocketSuite app to communicate with you - just a mobile phone.
  • Utilize a dedicated business phone number for texting and calls.
  • Easily add clients from your phone by importing contact lists or manually adding them.
  • Schedule individual or multiple clients with options for recurring, daily, weekly, or on-demand appointments.
  • Allow clients to self-book appointments through your online booking site, which can be linked to Instagram, Facebook, your website, or even your email.
  • Effortlessly message individual clients, groups of clients, or your entire client list.
  • Make outbound calls/texts, schedule follow-ups, and save client records.
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• Payments & Invoicing:
• • Send invoices to clients via text messaging or email.
  • Collect deposits before appointments and accept gratuities afterward.
  • Set up recurring subscription payments on a monthly, weekly, or custom frequency basis.
  • Accept POS payments for in-person transactions - simply swipe, scan, or manually enter card details.
  • Create package payments to sell bundles of appointments upfront and easily track their usage.
  • Facilitate class payments for drop-in or series classes.
  • Send estimates to provide quotes to clients.
  • Manage reservation payments for overnight or multiple-day client appointments.
  • Securely store client credit card information and charge them automatically after each appointment to avoid awkward payment conversations.
  • Schedule recurring payments as one-time or automatic transactions.
  • Experience instant payout and receive payments in your account within 15 minutes.
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• Marketing Tools to Grow Your Business:
• • Create discounts and first-time promotions for new clients.
  • Utilize marketing reports to track leads and new clients from various sources, including Instagram, Facebook, your website, paid marketing, and referrals.
  • Deploy Smart Campaigns by PocketSuite, which function like email marketing but are sent via text. This allows you to send promotions to specific target groups or your entire client list. You can also set up auto follow-ups for missed calls.
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• Business Tools & Organization:
• • Efficiently manage your staff by utilizing scheduling, payment processing, and location tracking functionalities all in one place.
  • Easily import your forms and contracts into the PocketSuite app and send them to clients before appointments.
  • Utilize CRM tools within the app to write notes and add photos to each client's profile.
  • Track sales tax as part of your business operations.
  • Sell products online, add additional items during checkout, and keep track of your inventory.

PocketSuite offers a wide range of features tailored to meet the needs of various industries.

Industries currently utilizing PocketSuite include:

• Accountants
• Barbers
• Camp instructors
• Chefs
• Childcare & babysitters
• Chiropractors
• Cleaners
• Consultants
• Contractors
• Dentists
• Designers
• Dog trainers
• Dog walkers
• Equipment repair specialists
• Estheticians
• Event planners
• Fitness trainers
• Freelancers
• Hair stylists
• Handymen
• Junk and waste haulers
• Health & wellness professionals
• Home cleaners
• Horse saddlers
• Interior designers
• Landscapers
• Lash technicians
• Lawyers
• Life coaches
• Makeup artists
• Marketing/PR consultants
• Massage therapists
• Mechanics
• Mobile detailers
• Packers & movers
• Music instructors
• Nail techs
• Notaries
• Pilates instructors
• Professional organizers
• Personal assistants
• Pet groomers, sitters, & boarders
• Photographers
• Rental property owners & landlords
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