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PocketSuite

PocketSuite lets you schedule, charge and manage your clients - all from your phone

PocketSuite lets you schedule, charge and manage your clients - all from your phone

PocketSuite

by PocketSuite, Inc.
PocketSuite
PocketSuite
PocketSuite

What is it about?

PocketSuite lets you schedule, charge and manage your clients - all from your phone.

PocketSuite

App Details

Version
4.7.0
Rating
(320)
Size
15Mb
Genre
Business Productivity
Last updated
October 9, 2017
Release date
November 5, 2013
More info

PocketSuite is FREE but there are more add-ons

  • $19.99

    Month of Premium

  • $39.99

    Month of Premium+

App Screenshots

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App Store Description

PocketSuite lets you schedule, charge and manage your clients - all from your phone.

Send clients messages, take notes, make outbound calls, schedule follow-ups, create customer lists & 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 2.5% processing rate).

Clients do NOT need to download any app – they get notified over text and they respond over text or from a browser so business as usual!

For those business owners needing more integrated workflows, then in addition to core messaging, scheduling & payments, you can:
- Integrate an online booking/payment widget to your website or FB page to let clients book you online
- Add contracts/waivers to send to clients to e-sign online
- Post online lead forms online for leads to fill out when visiting your website or social media pages
- Set clients up on recurring payment plans
- Invite staff or admin to communicate as a team, and staff or pay your workers
- Sell packages upfront and then track the sessions used as you schedule clients
- Upload questionnaires and send to clients for filling out
- Add classes to your calendar for clients to sign up for online
- Prepare and send job estimates for confirmation
- Schedule overnight sessions with check-in and check-out times

PRICING
3 PocketSuite plans for you to choose from (no long-term contracts, cancel any time):
- Free (no monthly cost): Basic CRM with you customer list and notes, allowing you to message clients (from a shared mobile #), schedule appointments, charge clients and send invoices for payment.
- Premium ($19.99/mo): 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 to be sent, and automate appointment text reminders. Recurring billing, contract e-signing, package sales, class scheduling, overnight reservations, job estimates, and more.
- Premium+ ($39.99/mo): Get your team onboard! Invite staff members for mobile one-on-one and group team messaging. Also staff any workers on jobs or calendar appointments, and send payments to anyone who works for you via ACH transfer.

GETTING STARTED (3 steps)
1. Download PocketSuite
2. Import/add client(s)
3. Message, schedule, invoice client

PRESS
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
Fitness trainers
Wellness professionals
Dog trainers
Life coaches
Home cleaners
Dog walkers
Mobile detailers
Therapists
Pet sitters & boarders
Hair stylists
Makeup artists
Nail & skin care
Massage therapists
Photographers
Tutors
Contractors
Handymen
Landscapers
Tattoo artists
Taxi & limo services