Booking + Intake Flows
Customers book, pay, and submit details — your team gets everything they need to act.
We build booking and intake systems where customers schedule, fill in details, and pay deposits — all before your team lifts a finger. Every submission flows into your calendar, CRM, and payment system.
What we build for booking and intake
Online scheduling wired to calendar
Availability, confirmation, and reminders automated.
Structured intake forms
Collect exactly what your team needs to act.
Payment + deposit collection
Stripe, Square, or PayPal integrated at booking.
Confirmation + reminder automations
Texts and emails fire automatically after booking.
CRM integration
Every submission creates a record and starts a follow-up sequence.
This is one piece of the system. See what else goes into it.
All servicesCommon
questions
Can we embed this on our existing site?
Yes. Booking and intake flows can be embedded on any website as a widget, inline form, or dedicated page. We match your site's design so it looks native, not bolted on.
What payment platforms do you support?
Stripe, Square, and PayPal. We can collect deposits, full payments, or tiered pricing at the time of booking. Payment data syncs to your invoicing tool automatically.
Which calendar tools do you work with?
Google Calendar, Outlook, Calendly, Acuity, and custom scheduling systems. We wire bookings directly to your team's calendars with real-time availability.
Is this HIPAA-compliant for healthcare intake?
Yes. For healthcare clients, we build on HIPAA-compliant platforms with encrypted data transmission, access controls, and BAA support.
Can we customize the intake forms per service type?
Absolutely. Each service type gets its own form with the exact fields your team needs. A plumbing estimate collects different details than a dental appointment.
Industries where this makes
the biggest impact
Healthcare & Wellness
We connect online booking, digital intake, automated reminders, and recall campaigns so your front desk focuses on patients, not phone tag.
Learn moreFood & Beverage
We wire your order intake, prep workflow, and invoicing into one system so nothing falls through between the sale and the bill.
Learn moreHome & Field Services
We connect lead intake, dispatch, job tracking, and invoicing so your office stops chasing paperwork and your field crews stop getting crossed signals.
Learn moreTell us what's broken.
Every project starts with a conversation. We'll find your biggest bottleneck and tell you exactly what to build.
Get in Touch