PocketSuite Booking & Payments 4+

Schedule & Invoice Appointment

PocketSuite, Inc.

Designed for iPhone

    • 4.5 • 1.2K Ratings
    • Free
    • Offers In-App Purchases

iPhone Screenshots

Description

The App for anyone with clients. Get booked and paid - your way - with appointment scheduling, payments, invoices, POS, subscription/membership payments, appointment reminders, client messaging, online marketing, crm database - all from your phone.

PocketSuite makes it easy for your clients to regularly book and pay you.

Key Features:

---COMMUNICATION & CLIENTS---
-Business texting, client communication & text marketing all in one. Client does not need the Pocketsuite app just a mobile phone.
-Dedicated business phone number for texting and calls.
-Add clients from your phone, simply import client contact list via csv or phone contact list or manually add.
-Schedule individual or multiple clients, recurring, daily, weekly or as you go appointments.
-Clients can self book appointments through your online booking site, which is linked to Instagram, Facebook, website, and even your email.
-Client messaging to each client, a group, or your entire client list.
-Make outbound calls/texts, schedule follow-ups and save client records.

---PAYMENTS & INVOICING---
-Invoice clients via text messaging or email.
-Collect deposits before & accept gratuity after an appointment.
-Subscription payments that repeat monthly, weekly or custom frequency.
-POS payments for in person transactions, simply swipe, scan, or insert card or enter card manually.
-Package payments for you to sell a bundle of appointments upfront and track usage.
-Class payments for drop in or series classes.
-Estimates to send quotes to clients.
-Reservation payments for overnight or multiple day client appointments.
-Keep client credit card info on file and simply charge after each appointment. Avoid awkward payment conversations with clients.
-Recurring payments, schedule automatic, or one time payments.
-Instant payout & receive the payment within 15 minutes in your account.

---MARKETING TOOLS TO GROW YOUR BUSINESS---
-Offer discounts & first time promotions for new clients.
-Marketing reports to track leads and new clients from Instagram, Facebook, website, paid marketing, & referrals.
-Smart Campaigns by PocketSuite are like email marketing but over text, send a promotion to a target group or to your entire list. Auto follow-up on missed calls.

---BUSINESS TOOLS & ORGANIZATION---
-Staff Management all-in-one, scheduling, paying, and tracking the location of your staff/contractors.
-Import your forms & contracts into the Pocketsuite app and send them to clients before appointments.
-With CRM tools in the app, write notes and add photos to each client's profile.
-Track sales tax.
-Sell products online, add on products at checkout, and track inventory.

---AND MUCH MORE!

Join thousands of professionals with clients & become part of the PocketSuite Family!

Here's a list of some Industries current PocketSuite users are in:

Accountants
Barbers
Camp instructors
Chefs
Childcare & babysitters
Chiropractors
Cleaners
Consultants
Contractors
Dentists
Designers
Dog trainers
Dog walkers
Equipment repair specialists
Estheticians
Event planners
Fitness trainers
Freelancers
Hair stylists
Handymen
Junk and waste haulers
Health & wellness professionals
Home cleaners
Horse saddlers
Interior designers
Landscapers
Lash technicians
Lawyers
Life coaches
Makeup artists
Marketing/PR consultants
Massage therapists
Mechanics
Mobile detailers
Packers & movers
Music instructors
Nail techs
Notaries
Pilates instructors
Professional organizers
Personal assistants
Pet groomers, sitters, & boarders
Photographers
Rental property owners & landlords
Seamstresses and tailors
Social media influencers
Swim instructors
Tattoo artists
Taxi & limo drivers
Tennis instructors
Therapists & mental health professionals
Tutors
Videographers
Wedding planners
Writers
Yoga instructors
And more!

Ready to get started?
1. Download PocketSuite
2. Add a client
3. Schedule, invoice, or charge them
4. Cash Out

What’s New

Version 4.30.6

Track all your expired documents. Once expired, get your clients to update them or just until their next checkout and they will be prompted to update their documents. Added support for custom expiration schedules for both forms and contracts from 1 month up to 3 years. Also fixed several other issues: unable to schedule group messages, updated date picker to use the new iOS inline calendar, and fixed a bug with adding Notes for some clients.

Ratings and Reviews

4.5 out of 5
1.2K Ratings

1.2K Ratings

Gymrat.nuff_said ,

Excellent App for my LLC

One stop shop for all my business needs. I’ve only been using PocketSuite for a few days and I must say it’s pretty awesome so far! PocketSuite offers a flat 2.9% + $0.30 rate for payment processing which is lower than what Square or PayPal is offering. I just used the PocketSuite card reader for the first time today and it’s awesome! Only issue I have is once clients purchase a package or subscription, they cannot book a time on my calendar immediately after. They have to wait until the payment is processed which could take up to an hour. This is unacceptable for me as a business owner, and I’m pretty sure the clients feel the same way. I brought it to the admin team’s attention and they are working on a solution and revamping things in their new online booking release coming in the end of September. Highly recommend PocketSuite to anyone starting a business and/or those looking to change to a better way of doing business!

;0)DAC ,

Great app, excellent onboarding, slow support

I just starting using Pocket Suite. The features are great for managing clients and employees. I really liked the onboarding process. Pocket Suite takes a proactive approach, offering set up support and office hours for extra help. They seem genuinely eager to help you succeed. Many of my questions were answered while I was getting ready to migrate from another scheduling app through the onboarding process. By the time I was ready to switch I felt prepared. The downside has been support. Importing client data took two emails and 5 business days to get data imported. That delayed implementation. After setting up Pocket Suite on my website (great instructions from Pocket Suite for doing this), testing and going live, some clients were unable to schedule through the website. I contacted Pocket Suite and sent supporting documentation showing the problem. I’m confident that the problem will be resolved, the delay is concerning. Overall the app is excellent and I recommend it. With the recommendation I’d suggest patience when trying to resolve problems.

UPDATE: Pocket suite did not solve the website scheduling problem. The issue went on for 15 days. During that time clients had difficulty scheduling online. The last contact I had with their help desk was 5 days ago. Looking into solutions on my own, I found a workaround. The app itself is great, but getting technical help was disappointing.

Developer Response ,

Hi there, so sorry that you have experienced slower than expected response times. With our text based support, you should receive a response within 2 to 4 hours. Otherwise, if urgent, please tap the ASAP Call button on your homescreen and you should get a call back in 15 minutes. Let me know if I can help with anything else.

Dan J. Avery ,

PocketSuite for Massage Therapists

Being a massage therapist and starting my own business has been quite a journey. Through a series of fortuitous events, I came across PocketSuite. Many services and support systems I've researched have over promised and under delivered. The support I've received within the first week of trying THIS service has been wonderful. I JUST participated in a welcome/onboarding call where my trainers Clai and Camila and Chat Buddy Rocco C. were SOOO very attentive, professional and helpful. Can't begin to tell you how many onboarding calls left me confused and uncertain about next steps. Not only was this NOT my experience with PocketSuite, but the trainers will be finding out answers to my specific questions. Truly a great display of integrity on their part by fact checking their answers to give me the most accurate information. Very excited to see what the future looks like with PocketSuite.

App Privacy

The developer, PocketSuite, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

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