Marketing never stops and neither will your business.
Easily collaborate with your team members and clients. File sharing, task assignment, due dates, comments and status updates.
360 Point of Sale
Online or anywhere in between, sell your retail products, classes, memberships, intro offers, workshops or boot camps.
Easily add and remove your businesses team members and set their permissions. Makes working with contracted workers a breeze.
Estimates & Invoicing
Full tracking, status updates, and reminders allow for a friction-less payment transaction. Giving you and your clients the security and comfort of know whats expected.
Want project collaboration for your team and clients? Follow the steps below!
Create your PaidToday business account, fill out your business information and connect your free stripe account and add
any Team Members to your business.
Create a project and add your team and clients.
Create tasks and assign task owners and due dates.
Upload any files necessary to complete the project or tasks.
Watch as your team's production grows. With project status notifications you will always know where a project is at.
Challenges PaidToday Solves
- Trying to manage your prospects through your personal phone
- Not having a website and client portal for your customers
- Avoiding new technology
- Not producing or providing contracts to protect you and your clients
- Trying to track and manage your prospects and their payments with a spreadsheet
- Losing prospects because you don't respond quickly enough... (We know it's Because you're busy working)
- Trying to manage your jobs and projects on pieces of paper in a notepad
- Lacking the confidence to schedule jobs in the future due to not knowing if your previous jobs will be done by then
- Hand writing/typing up invoices for your clients
Features Tailored For Your Business
- Create And Add team members or clients to projects for easy collaboration
- Project completion % tracking
- Due dates
- Notifications when project status changes
- File sharing
- Installable project templates
- Sellable project templates
The whole schedule, in one place.
Always be prepared by knowing whats coming next!
- View whats on the schedule for this month, week or day
- View your scheduled meetings and appointments
- View and know due dates for all events, appointments, tasks
- View project tasks that are due
- Receive notifications ahead of time never miss an appointment
- 1 Click Google Calendar Integration
Team Member Management
- Add/remove team members/employees to your business
- Set permissions for each team member
- Assign team members to events, appointments, projects and tasks
- Track and view billable appointments, events, or jobs you or your team members have using your calendar
- Create and send estimates & invoices to your prospects
- Automated invoice status notifications (phone,mobile & desktop) for you and your prospects - (sent, paid, overdue,
- Secure online payment portal
- Ratings and reviews of invoices and transactions
- A read receipt to know when you and your clients have viewed an estimate or invoice
- Full invoice tracking and reporting
- Traceable payment receipts
Better record keeping for every client.
Store everything that matters in one simple client profile:
email history past payments, preferences, contracts
and waivers, birthdays and more.
- Send and track estimates, invoices and contracts with your prospects
- Get in touch with contact through in app messaging, calling, or email
- Add notes to contacts
- Assign a team member to be the handler of a contact (acting as the point of contact for this person)
- Set a status of contact to prospect, lead, or customer
- Add opportunities to prospects to track and increase your sales
- Client portal for your prospects to log in to and see their transactions/interactions with your business
- Drag and drop website and sales funnel builder
- Use your own domain or a free paidtoday sub-domain
- Basic and Advanced website drag and drop editor options for building multiple page types
- Add your appointment/event form to your website, no extra hook up required... See Demo Here
- Installable full website/funnel templates
- High ranking SEO out of the box for you pages
- Smart forms that connect your website submissions to your contacts list & shows you the form data
- Track where customers are coming form
- Heat map to see what they are clicking on
- Full website traffic reporting
- Client Portal for your customers to sign in to and see their interactions with you
Online Booking / Editor
Give clients easy ways to book their next appointment whenever it’s most convenient: through your website, or through the
- Allow your customers to claim spots through your website for your daily training events and or one on one appointments
- Out of the box fully connected appointment scheduling integrated with your website
- Set # of available spots, set time, set length, assign appointment provider with our appointment/event builder
- Filled spots are automatically blocked out
- Full control of available time slots
- Assign team members to allocated time slots/event blocks to let them know they are running the event
- Automatically add customers to your contacts list when they create an appointment or sign up for an event or session
- Client portal for your prospects to log in to and see their transactions/interactions and appointments with your business