Work with clients all in one place

ClientSpaces is built for client service businesses. Schedule, bill, message, share files, and keep private client notes all in one secure place.

Schedule and manage client appointments

Spend less time in your calendar and more time on your clients

Everyone hates the client shuffle: last minute changes, trying to fit clients into open time slots, and figuring out who's coming in today.

  • Set your business hours and availability
  • If you have multiple offices, clients can choose which location to book time in
  • Upcoming appointment reminders
  • Clients can book themselves or you can book them manually

Bill your clients and receive payments

Get paid faster, all online

Professionally invoice your clients and collect payments, all online, with instant payouts

  • Send professionally styled invoices
  • View, download, and print invoice and payment reports
  • Automatic payment due reminders
  • Instant payouts. We will not hold your money hostage. Funds are ready once the transaction clears.
  • ClientSpaces does not take any of your money but you still must pay the online transactions fees from our credit card processors (currently, 2.9%).

Chat with your clients

On the record chat and messaging

Private, secure, one-on-one messaging with your clients

  • Searchable
  • On the record. Recall exactly what you and your client said
  • Confidential. Everything stays between you and your client

Send and receive files, documents, and images

All of your client documents, centrally stored and private.

Neatly organize your clients files, documents and images. Don't waste time hunting for that one document.

  • Upload and download unlimited files
  • Neatly organize files into workspaces
  • Secure. Only you and your client will be able to see the files
  • Get notified when your client downloads or uploads a file

Keep private client notes

Add notes about your clients that only you can see

You'll get a rich, online text editor to manage your client notes

  • Private. Only you can see your client notes
  • Searchable
  • Unlimited notes. Write as many notes as you need

Start a free 30 day trial

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See how ClientSpaces can help your business get organized and serve your clients more efficiently.

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