Customers & requests

Your customer list, new requests, online booking, the Client Hub and automatic follow-ups.

Manage your customersAdd and edit customers, tag them, keep private notes and extra addresses, and see everything you've done for them in one place.
The Requests inboxEvery new job inquiry in one place, from your website, online booking, the Client Hub or a phone call, and how to turn it into a quote.
Answer an event requestApprove a booking request, suggest other dates, or decline it, with or without an email to the customer. Step by step, with pictures.
Inbox: requests and customer emails in one placeEvery booking request, website message and customer email becomes a conversation your team answers from one list, with an automatic reply in your own words.
Online bookingLet customers book a service and an open time themselves. Approve each booking first, or let it go straight onto your schedule.
The Client HubGive each customer a private page with their quotes, invoices and appointments, where they can pay and ask for more work.
Automatic follow-ups, reminders and review requestsLet Hello to Paid check in on unanswered quotes, remind customers about visits and ask for reviews, by email, on its own.