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CBC | Booking + Payment Automation Assessment
Let’s make booking and getting paid feel easier.
We’ll look at what happens from the moment someone wants to work with you until they’re booked, paid, and ready to begin.
Your name
*
Email
*
What do clients currently have to do to book with you?
*
Which tools are you using now?
*
Calendly
Wix Bookings
Google Calendar
Stripe
Square
PayPal
Tally
Notion
A CRM
None / not sure
What do you want automated?
*
Booking
Payments
Reminders
Intake forms
Client onboarding
Follow-up emails
CRM updates
Which level feels closest to what you need?
*
A
Starter — simple booking + payment setup
B
Enhanced — workflows + automations
C
VIP — custom end-to-end setup
D
I’m not sure
We can see where the friction is.
We’ll use this to recommend the simplest setup that solves the actual problem.
Show Me the Right Setup
