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Tools

Scheduling and Appointment Booking

Invoicing / payment processing

Expense Tracking

Communication

Dashboard

Service - Client Matching

Scheduling and Appointment Booking

Desired features and functionality

  • Online booking and cancellations
  • Invoicing / payments
  • Client / Provider communication
  • Calendar syncing

Example coops

Tool providers (examined)

Other tool providers

Bookeo

Website: https://www.bookeo.com

Features:

  • Website integration
  • Calendar sync: Google, iCal
  • Payment fulfillment - supports multiple international payment gateways including Authorize.net, Stripe, Square, Paypal, 2Checkout, PayDollar
  • Payment options - deposits, balances, additional fees
  • Shopping cart functionality
  • Website customization
  • Translations (35+) - 5 back-end languages, 35+ front-end languages
  • API: https://www.bookeo.com/api/

Pricing

  • $14.95/mo 1 user (200 bookings/mo)
  • $79.95/mo 40 users (2000 bookings/mo)


Limitations

  • Price tiers have limited number of bookings per month. Example 200 bookings for a single user,

BUK

Features:

  • Online calendar and booking
  • Team management (paid tier)
  • Reminders - text (paid tier) and email (all tiers)
  • Multiple locations at no extra cost
  • Social media "Book now" widget

Pricing

  • Free for single user - no analytics, no text reminders, no Google calendar syncing
  • $25USD - 2 users, $12.50 per additional user
  • Possibly different rate for 21+ users.


Calendly

Website: https://calendly.com

Features:

  • Calendar syncing: Google, Outlook, Office 365, Mac Calendar
  • Schedule meetings
  • Reminders: text, email
  • Branding customizations
  • Payment fulfillment: Stripe, Paypal
  • Mobile App: iOS
  • API: https://developer.calendly.com/

Pricing

  • Free users - limited to single event type, no SMS notifications or customization.
  • $8 USD / mo to $12 / mo per user

Notes:

  • More enterprise focused with integrations with Zoom, GotoMeeting, etc

Easy Appointments

An open source web application for booking appointments.

Technical info:

  • Requires: Apache / Nginx, PHP, and MySQL

Features:

  • Workflow and rules (i.e. holiday bookings etc.)
  • Calendar syncing - Google
  • Reminders - Email
  • Translations (21) - English, German, Greek, Portuguese, Spanish, Dutch, Japanese, French, Chinese, Polish, Italian, Luxembourgish, Danish, Hungarian, Slovak, Russian, Finnish, Romanian, Turkish, Hindi and Bulgarian
  • REST API

Pricing:

  • Free and open source - requires own hosted infrastructure.

Notes:

  • One primary committer / maintainer. Last commit was July 2019.
  • Developer has not been involved / engaged in github issues recently:

Genbook

Website: https://www.genbook.com

Features:

  • Reminders: text, email
  • Calendar sync: does not specify which platforms
  • Payment fulfillment: there appears to be a card reader. Also doesn't mention if other payment systems are supported

Pricing:

  • 1 user - $29
  • 2-5 users - $59/mo
  • 6-12 users - $99/mo

Notes:

  • Overall very little details on the features and functionality.

Jane

Website: https://jane.app/

Features:

  • Online booking and scheduling
  • Service provider filtering: by time, service type
  • Reminders - by email
  • Website customizations
  • (body) Charting for practitioners
  • Attach photos or videos to client records
  • Privacy settings for client records
  • Writing input
  • Billing, invoicing, and payment fulfillment

Pricing:

  • Starting at $74/mo + $25 per practitioner

Sling

Website: https://getsling.com

Features:

  • Team messaging
  • Newsfeed
  • Tasks
  • Mobile apps: iOS, Android

Notes:

  • Platform intended to schedule and manage personnel in businesses. Does not take online appointments, manage forms, or payments.

Sharetribe

Website: https://www.sharetribe.com

Platform for building marketplaces - offering tools to fulfill those functions

Features:

  • Order flows for different products and services
  • User profiles - price, location, reviews, biography
  • Booking system
  • Searching and filtering - location, price, keyword, or any other category.
  • Payment fulfillment - Paypal, Stripe. Different currencies.
  • Payment options - commission options
  • Community features - reviews and messaging

Pricing (Sharetribe Go service):

  • $99 / mo 100 users
  • $149/ mo 1000 users
  • $199/ mo 10K users
  • $299/ mo 100K users
  • Rate is cheaper if paid semi-annual

Notes:

  • Is there a email / text reminder feature?
  • What about waiver forms and policies?

TimeTap

Website: https://www.timetap.com/

Features:

  • Reminders: text, email
  • Mobile Apps: iOS, Android
  • Payment fulfillment: Square, Paypal, Stripe, Authorize.net
  • Calendar syncing: Office 365, Outlook, Exchange, iCloud, Google calendar
  • Payment options: invoice printouts, coupons, deposits, international currencies
  • API: https://www.timetap.com/online-scheduling-api.html
  • Service provider filtering: by location and other customizable criteria https://www.timetap.com/zip-code-filters.html
  • International scheduling
  • International translations that is customizable
  • Customizable UI, forms, and embedding
  • Disclaimer and waiver forms
  • Multiple locations

Pricing:

  • Free for 1 user + location
  • $29.95 to $59.95 USD for 5 users + 5 locations

WhenWorks

Website: https://when.works/

Description: A web service that works by sharing a unique link that shows visitors your availability. Booking appointments through this site will update your calendar through their service. iOS only.

Features:

  • Online scheduling page
  • Calendar sync: iCloud, Google, Office 365, Outlook
  • Mobile app: iOS

Pricing:

  • Free for up to 5 appointments
  • $5 for unlimited appointments

Notes:

  • Exclusively a calendar / scheduling service. Does not handle payments, deposits, forms, or teams.


Customer Engagement / Matching

Tool providers:

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