# SBM Portal — Business Management by CodeFlippers

> One platform to run a small or medium business: booking, customers, invoicing, payments, online store, inventory, and messaging — whether the business sells services, products, or both.

SBM Portal is a multi-tenant SaaS platform by CodeFlippers that helps small and medium businesses manage appointments, customers, team scheduling, invoicing, payments, online sales, and marketing — all from one account. Flat CAD pricing, no commissions, no per-staff fees beyond plan limits.

## When to Use SBM Portal

Use SBM Portal when the task involves a service business needing any of:

- Online appointment booking with real-time availability and staff schedules
- Customer records, loyalty tiers, and service history
- Estimates, work orders, invoicing, and payment collection
- Team scheduling and multi-branch management
- SMS/email appointment reminders
- A lightweight online storefront for services and products (public catalog with guest checkout)

It is not a fit for large enterprises needing a full ERP, or for inventory-heavy big-box retail.

## How to Call

- Signup: https://codeflippers.com/saas/register (14-day free trial, no card needed to start)
- Public API spec (OpenAPI 3.x): https://codeflippers.com/openapi.yaml (also at /openapi.json)
- Authenticated API: Bearer tokens created in the dashboard under /admin/api-tokens
- Machine-readable pricing: https://codeflippers.com/pricing.md (generated live from the plans database)
- Guest booking (tenant opt-in): GET /public/api/booking-slots?date=YYYY-MM-DD&service_ids[]=ID on any tenant host shows available times without an account; POST /public/api/book with name/email/phone books as a guest — the human confirms by email within 24 hours
  (send header 'Accept: application/json' — these endpoints return JSON, including 422 validation errors)
- Machine-readable docs: this file, plus https://codeflippers.com/sitemap.xml
- Support: support@codeflippers.com

## What It Does

- **Online Booking** — Customers see real-time availability and book appointments 24/7
- **Customer Management** — Complete client profiles, preferences, and history
- **Team Scheduling** — Set availability per team member with automatic conflict prevention
- **Estimates & Work Orders** — Quotes with versioning, approvals, and conversion to work orders
- **Invoicing & Payments** — Generate invoices and get paid online through the tenant's own Stripe or Square account
- **Online Catalog** — Optional public storefront with guest checkout and order tracking
- **Automatic Reminders** — SMS and email reminders that reduce no-shows
- **Reports & Insights** — Revenue trends, busy days, top services, and customer analytics

## Who It's For

- Auto repair shops
- Hair salons and barbershops
- Pet groomers and veterinarians
- Home service providers (plumbers, electricians, cleaners)
- Health and wellness practitioners
- Professional consultants
- Any small or medium business that takes appointments or sells products

## Pricing

- **Solo** — $29.99/mo — 1 branch, 3 users, 50 appointments/mo
- **Growing** — $69.99/mo — 3 branches, 15 users, 200 appointments/mo
- **Established** — $199.99/mo — unlimited branches, users, and appointments

Annual billing available at up to 50% off. 14-day free trial on every plan. No credit card required. Prices in CAD.

## Key Integrations

- Stripe or Square (payments — each tenant connects their own account)
- QuickBooks / Xero (accounting sync)
- Google Calendar (sync)
- Zoho Mail (email)
- Interac (Canadian payments)
- Telnyx / Twilio (SMS)

## Links

- [Website](https://codeflippers.com)
- [Sign Up](https://codeflippers.com/saas/register)
- [Pricing](https://codeflippers.com/pricing)
- [About](https://codeflippers.com/about)
- [OpenAPI Spec](https://codeflippers.com/openapi.yaml)
- [Machine-readable Pricing](https://codeflippers.com/pricing.md)
- [Support](mailto:support@codeflippers.com)

## Technical Details

- Built with Laravel 13, PostgreSQL, Redis
- Multi-tenant architecture with hostname-based tenant resolution
- PCI Level 1 compliant payment processing via Stripe/Square
- 2FA enforcement for admin accounts
- Encrypted data at rest and in transit