Diary management, invoicing and payments, messaging and client materials all from your own dashboard.
Features
Schedule invoices on completion of meetings or create manually, having them automatically chased by Rapport
Documents are created automatically for you, and then made automatically available to your clients
Send payment links to your clients and take payments through Apple Pay, Google Pay, most major bank cards or set up bank account details to manage bank transfers.
Get quick figures on your dashboard or export your data to an accounting package of your choice.
Schedule meetings directly with clients, either online or in-person, via Rapport or any other online meeting platform.
Open up your calendar to your clients, allowing them to request meetings at a time that suits you and them. No more back and forth.
Clients can easily update meetings or notify you of cancellations.
Send messages to your clients inside Rapport, let them message you back any time via their app.
Manage your library of documents and videos inside Rapport. Allow your clients to only access the files that they need at any point in time.
Your clients can record their thoughts at any time using the in-built journal. They can share those entries with you in-app or during a meeting.
To learn more about the Rapport app click here
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