Invoicing & payments
Send invoices faster and get paid without chasing.
Use cases
- Psychologists & therapists
A late-cancellation policy that runs itself
Card on file plus automated reminders and a clear 24-hour policy, so late cancels are rare and fair.
1 hour setup - Psychologists & therapists
Automate billing and receipts
Automatic invoices, card-on-file payments and insurance receipts.
2 hours setup - Private GP & medical practices
Clearer invoices and insurance paperwork
Templates and reminders for self-pay invoices and insurer claim steps.
2 hours setup - Dentists & dental clinics
Collect outstanding balances with a text-to-pay link
Patients with balances get a text with a secure pay link, with reminders at 7 and 21 days.
1 hour setup - Optometrists & eye clinics
Contact lens reorder reminders before they run out
Patients get a reorder text timed to their lens supply, with a pay-and-collect link.
1 hour setup - Dermatology & aesthetic clinics
Get paid by text, not by chasing
Outstanding balances get a secure pay link by text, with automatic reminders until paid.
1 hour setup - Private GP & medical practices
Get paid by text, not by chasing
Outstanding balances get a secure pay link by text, with automatic reminders until paid.
1 hour setup - Optometrists & eye clinics
Get paid by text, not by chasing
Outstanding balances get a secure pay link by text, with automatic reminders until paid.
1 hour setup - Physiotherapists
Get paid by text, not by chasing
Outstanding balances get a secure pay link by text, with automatic reminders until paid.
1 hour setup - Psychologists & therapists
Get paid by text, not by chasing
Outstanding balances get a secure pay link by text, with automatic reminders until paid.
1 hour setup - Veterinarians
Get paid by text, not by chasing
Outstanding balances get a secure pay link by text, with automatic reminders until paid.
1 hour setup - Veterinarians
Small deposits for new clients and repeat no-shows
New and repeat no-show clients pay part of the exam fee when booking.
1 hour setup - Dentists & dental clinics
Take a small deposit and watch no-shows drop
New patients pay a refundable deposit by link when they book, credited against their first visit.
1 hour setup - Dentists & dental clinics
Verify insurance before the patient sits down
Eligibility checks run automatically 3 days before each visit and flag problems to the front desk.
Half a day setup - Hairdressers & salons
Card-on-file deposits: no-shows become rare
Online bookings take a small deposit or card on file, with a clear 24-hour policy.
1 hour setup - Cleaning services
Invoices and card payments that run themselves
Recurring clients are invoiced and charged automatically after each clean.
1 hour setup - Electricians
Invoices that chase themselves
Invoices go out the day the job ends; polite reminders follow automatically until paid.
1 hour setup - Personal trainers & gyms
Session packs that renew and bill themselves
Clients get an automatic reminder when their pack runs low, with a pay link.
30 minutes setup - Small retail shops
Special orders paid up front with a pay link
For custom or special orders, customers get a quote and a deposit or full-payment link by text, and automatic reminders.
30 minutes setup - Plumbers
Stop chasing unpaid invoices by hand
Send invoices with a pay-by-card link and let automatic reminders do the chasing.
1 hour setup - Beauty & nail salons
Take deposits to protect long appointments
Ask for a small deposit or card on file for long or new-client bookings.
1 hour setup
Nothing for this need yet. New automations are added every week.
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