Custom client portals & booking systems
Give customers one place to book, share information and check what happens next. Give your team the tools to manage the work behind it.
Discuss your workflow
Caribeae
Family accounts, swim class enrolments and payments in one system, with a guardian portal and an admin workspace for the swim school team.
What the first version needs.
- A useful customer account
- Let customers see their own records, requests or bookings. Design access around individuals, families or organisations, with clear boundaries between accounts.
- Bookings that follow your rules
- Scope availability, capacity, enrolments and cancellation rules around the service you deliver. Include deposits or payments where the workflow needs them.
- One view for your team
- Manage requests, update records and track the next action from an internal workspace. Plan notifications and permissions alongside the customer experience.
A clear scope before we build.
Start with the customer journey and the staff actions needed to support it. Shared files, payment rules, multiple locations and connections to existing software affect scope. We agree a fixed quote and show working software for review before launch.
Before we get started.
Can the portal work with our existing website?
Yes. A portal can sit alongside your public website. We agree the domain, sign-in experience and links between the two as part of the scope.
Can customers book and pay in the same place?
Yes, bookings and payments can be included. We first agree availability, capacity, payment timing and cancellation rules. Payment-provider fees are separate from the build.
Can different staff see different information?
Yes. We define roles and permissions around the records each person needs, then test those boundaries with you before launch.
Show us the workflow you want to improve.
Tell Joe and Hayden what your team does today and where it gets stuck. We’ll help you scope a useful first version.
Discuss your workflowStart with the work you need to improve.
Replace an Excel, Google Sheets or Airtable workflow with shared records, permissions and a custom web app built around your team.
Connect Cliniko, Xero, Stripe and your CRM through a scoped API integration. See our Cliniko to Flow Channels sync and plan your workflow.