I am a Pro – schedule, invoice & charge your clients over text. Get paid instantly, spend less time scheduling appointments & protect yourself from no shows
Send clients messages, take notes, make outbound calls, schedule follow-ups, create client records & more – all from your PocketSuite app. Calendar scheduling and payments are integrated, so within each client message thread, you can schedule appointments, send professional invoices, share your booking link, even charge a client’s credit card (with point-of-sale card charging for a flat 2.7% processing rate). Cash out in 15 minutes via Instant payouts or next business day using your checking account.
Clients do NOT need to download anything – they get notified over text and can respond over text or from any device, anywhere, at any time.
For business owners needing more, then in addition to core, scheduling & payments, you can:
- Integrate an online booking/payment widget to your website, FB, or IG page to let clients book you online
- Add contracts/waivers to send to clients for e-signing
- Post lead forms online so you don’t miss out on a prospective client
- Set clients up on subscription plans
- Invite staff or admin to communicate as a team, and assign jobs or pay your team
- Sell packages and then track the sessions used as you schedule clients
- Upload questionnaires and send to clients to complete
- Add classes to your calendar for clients to sign up online
- Prepare and send job estimates for confirmation
- Schedule overnight sessions with check-in and check-out times
- Send scheduled and group messages
4 PocketSuite plans for you to choose from (no contracts, cancel any time):
- Free (no monthly cost): Great for pros who are just starting out. This plan supports core scheduling, invoicing, and credit card charging. Includes a basic CRM with your client list and notes.
- Premium ($19.99/mo): In addition to the features available in the Free version, you also have access to online booking/payment and forms for you to integrate to your website or social media pages. Get a dedicated business number for texting and calling, schedule customer messages, and automate appointment text reminders. Recurring appointments, recurring invoices, subscriptions, contract e-signing, package sales, class scheduling, overnight reservations, job estimates, and more.
- Team ($49.99/mo): In addition to the features available in the Premium version, you also have access to group messaging with your clients and team. Add 1-5 pros who work for you and assign them one time or recurring appointments or set it up so clients can book them or they can schedule clients on their own. Pay them via ACH or debit/credit card.
- Suite: ($99.99/mo): In addition to the features available in the Premium Team version, you have access to 24 hour customer support. Premium Suite is great for larger teams with 6 or more pros. With Premium Suite, you can add unlimited team members. You can assign team members jobs, pay them, message them, and set reminders. Your team can set up their schedule and profiles, view their appointments, get paid, and, depending on the access level you give them, get booked directly and communicate with clients...
GETTING STARTED (4 steps)
1. Download PocketSuite
2. Add a client
3. Schedule, invoice, or charge them
4. Cash out
PocketSuite has been written about by the Wall Street Journal, Inc. Magazine, Forbes, TechCrunch, Better Homes & Garden, Venturebeat and more. Visit pocketsuite.io/press to read more.
WHO USES POCKETSUITE
Health & wellness professionals
Therapists & mental health professionals
Pet sitters & boarders
Taxi & limo services