Schedule Meetings With Clients

Plan meetings with team members, prospects and clients, from your ClientManager Dashboard.

SCHEDULE MEETINGS

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HOW IT WORKS

Plan Meetings without Additional 3rd Party Software

1

Create Meeting Links

Use the Meetings Dashboard to create and organise your meetings.

2

Copy and Send Meeting Link

Copy Auto-generated Meetings link and share with Clients.

3

Manage Meetings

See all your booked Meetings in one easy to use Dashboard.

Create And Manage Meetings

Schedule meetings schedules and share the link with your Clients in less than 5 Mouse clicks.

Copy and Send Meeting Link

Share the simple meeting link with everybody that needs to be part of your chat.

Manage Meetings

One easy to use Dashboard to see and manage all your booked meetings and open time slots.

ClientManager's Features

Client Portal

Collaborate with clients - all you need in one dashboard.

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Proposals

Create proposals with e-signing and send a URL to the client to sign.

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Contracts

Create contracts with e-signing and send a URL to the client to sign.

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Invoices

Create once-off and recurring invoices in under 5 minutes.

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Tasks

Manage projects with ease. Like Trello + Notion having a baby.

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Client Onboarding

Send a client intake URL to your client to get their information.

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Team Collaboration

Tag and assign team members to tasks and clients.

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Client Dashboard

All you need to manage each client, in one simple dashboard.

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