PocketSuite vs Client Planner

PocketSuite is an all-in-one booking app for service professionals. With PocketSuite, you will book more new business, have clients show up on time (and still get paid if they don’t), grow your team, and have new customers sign digital contracts and intake forms. At PocketSuite, there are features built for every client-based business. We also have powerful marketing features to build up more leads and five-star reviews. Plus, the PocketSuite calendar helps keep any client-based business organized and efficient with color-coded day, week, month, agenda, and map views. Key Features: - Scheduling - Online booking and scheduling Map-view calendar with buffer time and directions between mobile appointments Lead forms and CRM management Automatically track package usage over appointments & classes Multi-day appointments/overnights with check-in & check-out Subscription/ membership management Color code business appointments - Messaging - SMS text client communication and calls from a local business number Keep your business and personal texting and calls separate Automated appointment reminders from a local business number clients can respond to Dedicated business phone number for texting and calls Send in-app messages and attachments - Payments and Invoicing - Accept credit cards Automatically charge cards at the completion of an appointment Deposits for appointments Enforceable cancellation policies Invoices Tap-to-Pay Buy-Now-Pay-Later POS Payments Sell packages and subscriptions and automatically track usage - Marketing - Smart campaigns for powerful text marketing Review tools to get more five-star reviews Get more organic leads from search Create a booking site that links with websites and all social media Offer discounts, promotions, and gift certificates Integrate your booking, ordering and lead pages with Google Analytics and Google Tag Manager - Team & Staffing - Assign jobs to team members Set roles & permissions Process payroll Communicate with your team Manage a full team on the platform - Business Tools - Digital forms and contracts Sell products online and track inventory Track sales tax Easy tax tools and business reports Any client-based business can benefit from PocketSuite!

Client Planner keeps appointments, clients, services, and reminders organized in one calm workspace. PLAN YOUR WORKDAY • Create and manage appointments in seconds • Switch between day and week views • Reschedule appointments without losing important details • Track confirmed, pending, completed, and cancelled appointments • See your personal and team calendars together when you need the full picture KNOW EVERY CLIENT • Keep contact details, notes, tags, and custom information together • Find clients quickly with search and practical filters • See scheduled and completed visits at a glance KEEP SERVICES READY • Store service duration, price, and color • Reuse your service catalog when creating appointments • Keep team services available to the people who need them WORK AS A TEAM • Create a shared team workspace with a Teams subscription • Invite members and manage their access • Give each person a separate calendar without mixing records • Share team clients, services, templates, and schedules • Keep read access when a team becomes read-only, while changes remain protected SYNC WITH CONFIDENCE Create an account to keep the latest valid version of your personal and team data synchronized with Client Planner's secure backend. You can also use the app without registration; local-only users can protect their data with iCloud backup and restore. SELL WITH AN OPTIONAL CATALOG • Add products and organize a public catalog • Share a storefront by link or QR code without requiring customers to install the app • Receive order requests and notifications, then manage them in Sales • Keep Sales hidden when you only need appointments REMINDERS THAT REDUCE MENTAL LOAD • Receive a summary of tomorrow's schedule • Get separate reminders for appointments that still need confirmation • Control notification preferences for the calendars you use Client Planner is free to start. Optional Pro and Teams subscriptions unlock additional capabilities and higher limits. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/