See clients and access in context
Manage members and their booked services in the company area. Their relationship helps you handle access questions.
Manage members
More clarity. More time for members.
Clients, bookings and access belong together. Find answers faster and simplify your daily work.
- See booked services in context
- Understand payment status
- Share work across your team
An everyday example
Keep track of each booking
A client books your offer. Find payment, invoice and related access in the same system so you can help them with context.
- 1Book an offer
- 2Track the payment
- 3Support your client
Get started in three steps
- 01
Map services
Define which access belongs to each offer.
- 02
Prepare workflows
Set up payment providers, invoicing details and team roles.
- 03
Focus support
Use the central overview to distinguish service questions from administrative issues.
Good to know
Does this replace my tax adviser?
No. It supports billing workflows. Tax treatment and obligations remain matters for your adviser.
Can I start with a team?
Yes, within your plan's team capacity and roles. We can help you discuss the right scope.
How it works
Payment status instead of guesswork
Connect payment and invoice information with the offer so enquiries can be understood in the context of the actual transaction.
Communicate selectively
Use messages with customer selection or tags when information only concerns part of your audience. Respect notification preferences.
Share work across the team
Experts and backoffice staff can work together according to their roles. Plan limits and permissions define the available scope.
Give your expertise a home.
Preselect your plan and create your expert account. Then confirm your email and continue to checkout.