SBM Portal
Built for professional services

Professional Services Business Software

Manage consultations, client records, invoicing, and payments — all from one dashboard. Set up in 5 minutes.

Why Professional Services Need Online Booking

Consultants, accountants, lawyers, and coaches lose clients every day to phone tag and email back-and-forth. Clients want to book consultations online — especially for first appointments and recurring sessions.

With online booking, your clients can schedule consultations 24/7. No phone tag. No missed emails. Just confirmed bookings that appear on your dashboard.

Features Built for Professional Services

Online booking

Clients see real-time availability and book consultations themselves. No phone tag, no double bookings.

Client records

Every client's profile, consultation history, and preferences. Know exactly who's coming.

Invoicing & payments

Generate invoices from completed sessions. Accept credit cards via Stripe. Get paid faster.

Team scheduling

Set availability per consultant. Appointments automatically fit around their schedule.

Automatic reminders

SMS and email before every consultation. Reduce no-shows by up to 80%.

Reports & insights

Revenue trends, billable hours, top services. Run your firm with data.

How It Works

  1. Add your services — Consultation types, session lengths, hourly rates. Billable or fixed-fee.
  2. Share your link — Put it on your website, LinkedIn, or email signature.
  3. Watch it run — Bookings appear. Invoices generate. Reminders send. You just focus on your clients.

Pricing for Professional Services

Plan Price Best for
Solo $29.99/mo 1 consultant, 50 appointments/mo
Growing $69.99/mo Up to 5 consultants, unlimited appointments
Established $199.99/mo Up to 15 consultants, all features

All plans include a 14-day free trial. No credit card required. Prices in CAD.