Keep your business in shape
Diary management, invoicing and payments, messaging and client materials all from your own dashboard.
Features
- Invoicing & Payments
- Scheduling
- Client Messaging
- Document Storage
- Reporting
- Team Management coming soon
Request payment from your clients
Schedule invoices on completion of meetings or create manually, having them automatically chased by Rapport
Invoice and receipt creation
Documents are created automatically for you, and then made automatically available to your clients
Accept card payments, bank transfers and mobile payments
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.
Keep track of your finances
Get quick figures on your dashboard or export your data to an accounting package of your choice.
Diary management just for you or open up to let your clients choose the time
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.
Improve your client experience
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In-app messaging
Send messages to your clients inside Rapport, let them message you back any time via their app.
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Easily and securely share documents
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.
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Share a journal
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
