Clients, invoices and online booking

Client records and portal access, invoices, and taking bookings on your own website.

Where

exec.ghslink.com/dashboard/clients

Who

Owner and staff

Clients

• Add invoice contacts: the people who receive invoices by email. They don't need a login.
• Give portal access by inviting someone by email as a requester (makes bookings) or billing contact (sees invoices).
• Create a private booking link for a client.

Invoices

Invoices shows the month's total, pending claims and what's claimed or paid, with who collected payment and when.

Online booking

1. Open Online booking and switch on Take online bookings.
2. Write the welcome text and choose where new bookings are emailed.
3. Share your booking page address, or embed it in your website: a "Book a transfer" button, or the full form inside your page (paste the code into a Custom HTML block in WordPress).
4. Create named booking links, optionally tied to a client, and switch them off when no longer needed.

Customers booking online get a reference straight away. The booking arrives as a pending job.