Payment Integration

No more fussing with invoices. Accept payments directly on your website with the sleek Stripe integration.

Accept payments methods including Visa, Mastercard, American Express, Apple Pay, Google Pay, Afterpay, Klarna, Affirm, and more.

Demo the booking form.

Service Fee Calculations

Trying to find a tool to automatically calculate service fees can be maddening. There are too many variables.

That’s why BuddyClients is flexible like Gumby. For each service, you can…

• Change the rate type (flat, per word, hourly, or your own custom type)
• Create adjustments such as an add-on or complexity adjustment with custom calculations

This adds up to an incredibly powerful and flexible booking form that works for all types of services.

Demo the booking form.

Affiliate Program

Leverage your network by offering first-purchase or lifetime affiliate commission.

Users can sign up for the affiliate program right from their profile settings. And they can access their click data and commission info in their account.

Booking Options

Self-booking is part of the magic behind BuddyClients, but it doesn’t fit every business. And hey, sometimes you just want options.

You and your sales team can book services on behalf of clients. They will receive an email directing them to checkout, where they can pay and finalize the service.

Allow clients to self-book, your team to book services for clients, or both.

Testimonials

Social proof can be the difference between a new client and a missed opportunity. Make accepting testimonials easy.

Clients complete the testimonial form, and approved testimonials are displayed automatically on your website.

View the testimonials demo.

File Management

Allow users to upload files during and after booking, and let users download and delete their own files.

Files associated with an in-progress service will not be eligible for deletion, so you don’t need to worry about your team losing access to the files they need.

Filter Team Members

Allowing clients to book their own services can drastically cut down on your time, but it comes with its own headaches.

With BuddyClients, your team members can input their own preferences in their profile, and the booking form will automatically filter out team members who are not a match.

And yes, the fields are custom. With custom match types for each.

Custom Quotes

Although BuddyClients allows you to create a variety of services and flexible fee structures, sometimes you need to create a one-off service.

Create custom quotes to make a custom service available to a particular client.

Live Search

Provide excellent support while minimizing emails—yeah, that’s the dream.

BuddyClients places a floating help button at the bottom of your site. When clicked, a popup displays a live search of your posts or help docs.

Then, if the user doesn’t find what they’re looking for, it magically transforms into a contact form. The best of both worlds.

Demo the live search.

Contact Form

Receive messages from prospects.

Create a dedicated contact page, and allow users to contact you if no matching help docs are available for their query.

Demo the contact form.

Legal Agreements

Accept and manage legal agreements:

• Client service agreement
• Team member agreement
• Affiliate agreement

Receive signatures, and download PDFs for each agreement.

Analytics

Explore charts detailing gross and net sales for selected time periods.

See how many bookings were abandoned and how your revenue has changed over time.

These powerful analytics tools can help you identify opportunities for growth as you improve and scale.

Payments

Track payments for team members and affiliates.

Determine when payments become eligible for payout based on your cancellation policy. Never miss a payment, and save hours of administrative work.

Briefs

Create dynamic brief questionnaires for clients to complete for each project.

Make sure your team members have all the information they need to complete services effectively and efficiently—without dozens of back-and-forth emails.