Online booking
Booking in Square, Vagaro, Jobber, Housecall Pro, Calendly or a similar tool, linked from your website and Google profile.
01 — Who it’s for
For appointment and job-based businesses still booking by phone
Every booking means a phone call or a back-and-forth by text. Customers forget appointments, intake forms arrive on paper, and the same details get retyped into the calendar, the invoice and the customer list.
A Workflow Fix sets up one connected flow using apps you already pay for, such as a booking page that fills your calendar, sends a confirmation and reminds the customer the day before. A Workflow Pack sets up three. Each comes documented, with 30 days of fixes. Clinics: intake forms collect no patient health information at launch.
02 — What you get
What a setup covers
Intake forms
Forms customers fill in before they arrive, delivered to the right place instead of a paper pile.
Reminders
Confirmations and reminders that cut no-shows, with an easy way to reschedule.
Deposits
Deposits or card on file through your booking tool’s own payments, where it supports them.
No retyping
Form entries, bookings and invoices move between your apps without being copied by hand.
Documented
A written list of every connected system, what it does and how to switch it off.
03 — Packages and prices
Packages, limits and turnaround
Fixed
Workflow Fix
$750fixed
- One flow connecting apps you already use, for example booking to calendar to reminder
- Documented
- 30 days of fixes
- Limits
- Up to 5 steps, 3 apps
- Turnaround
- 7 business days
Fixed
Workflow Pack
$1,800fixed
- 3 flows, for example booking, intake form and deposit
- Each flow documented
- 30 days of fixes
- Limits
- Up to 5 steps and 3 apps per flow
- Turnaround
- 15 business days
Add-on
Workflow Care
$79/mo
- Monitoring
- Fixes when one of your apps changes
- Limits
- 1 small change a month
- Turnaround
- Fixes within 2 business days
You pay for your own booking, payment and connector tools (for example Square, Jobber or Zapier) directly. Card processing fees are set by your payment provider. Back Office bundle: Books Essentials, Inbox Care and one Workflow Fix for $675 a month, Workflow Fix included, with a 6-month minimum.
Prices in US dollars. Fixed packages under $1,000 are paid upfront; from $1,000 it is 50% to start and 50% on delivery. Monthly plans are billed in advance on the 1st, with 30 days’ notice to cancel and no long contract. Every limit is written into your proposal, unused allowance doesn’t roll over, and work beyond a limit is offered as an upgrade or quoted at $95 an hour in 30-minute blocks before it starts.
Founding terms, until 31 January 2027
The first five paying clients get 50% off the first month of one monthly plan, or 15% off one fixed package. After delivery you're asked for a short debrief and an optional case study that you approve before anything is published. The discount stands if you say no.
04 — How it works
From phone bookings to online
Brief
Tell us how bookings work today, which apps you use, and what goes wrong most often.
Propose
You get a written proposal naming the flows, apps, price and roles. Under $1,000 is paid upfront; the Pack is 50% to start.
Make
Each flow is set up in your own accounts and tested with you, using real examples, before it goes live.
Deliver
You get the documented list of connected systems and 30 days of fixes. Optional Workflow Care keeps things working when apps change.
05 — Specialist roles
The line-up for this work
- Workflow ArchitectMaps how bookings move today and designs the new flow, including what happens when a step fails.
- Operations ManagerFits the flow to how your front desk actually works.
- Integration Connector EngineerConnects your booking tool, calendar, forms and website.
- Payments & Billing EngineerSets up deposits and card on file safely through your payment provider.
- Automation Governance ArchitectReviews each flow for risk and keeps the documented list of connected systems current.
Your proposal names the roles for your actual brief, coordinated by an Engagement Lead, and the founder stays your single point of contact.
06 — Questions
Straight answers
Which booking tools do you work with?
Square, Vagaro, Jobber, Housecall Pro and Calendly are common, and similar tools are fine. If you already pay for one, the setup uses it.
Who owns the accounts?
You do. Every tool is set up in your name and paid for by you, so nothing breaks if you stop working with us.
We’re a clinic. Can intake forms collect health information?
Not at launch. Booking and intake forms set up for clinics collect contact and scheduling details only, with no patient health information. Clinical intake stays in your practice-management or health records system.
Can I take deposits?
Yes, where your booking tool supports payments. Card details are handled by your payment provider and never stored in forms or spreadsheets.
What if an app changes and something breaks?
Fixes are included for 30 days after delivery. After that, Workflow Care at $79 a month covers monitoring and fixes within 2 business days.
Do I need a website for the booking button?
It helps. Booking links also work from your Google profile and social pages. If you need a site, see Website Starter.