Built for professional services

Professional Services Business Software

Name: SBM Portal — Professional Services Software
Price: 29.99 CAD

Manage consultations, client records, invoicing, and payments — all from one dashboard. Guided setup.

14-day free trial · No credit card required · Guided setup

The problem

Why professional services need online booking

Consultants, accountants, lawyers, and coaches lose clients every day to phone tag and email back-and-forth. Clients want to book consultations online — especially for first appointments and recurring sessions. With online booking, your clients can schedule consultations 24/7. No phone tag. No missed emails. Just confirmed bookings that appear on your dashboard.

Features

Everything a firm needs

Online booking

Clients see real-time availability and book consultations themselves. No phone tag, no double bookings.

Client records

Every client's profile, consultation history, and preferences. Know exactly who's coming.

Invoicing & payments

Generate invoices from completed sessions. Accept credit cards via Stripe or Square. Get paid faster.

Team scheduling

Set availability per consultant. Appointments automatically fit around their schedule.

Automatic reminders

Automatic SMS and email reminders before every appointment, with a one-click reschedule link.

Reports & insights

Revenue trends, billable hours, top services. Run your firm with data.

How it works

Live in three steps

Add your services

Consultation types, session lengths, hourly rates. Billable or fixed-fee.

Share your booking link

Put it on your website, LinkedIn, or email signature.

Watch it run

Bookings appear. Invoices generate. Reminders send. You just focus on your clients.

Pricing

Simple plans for every firm

14-day free trial on every plan. No credit card required. Prices in CAD.

Solo

For independent consultants.

$29.99 /mo

1 Location
1 User
10 Services/Products
100 Bookings/Orders
Standard Reporting
Sub-domain
Payments
Email support

Start free trial

Growing

For firms with a team.

$69.99 /mo

1 Location
10 User
50 Services/Products
1000 Bookings/Orders
Custom onboarding
Advance Reporting
Priority Support

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Established

For multi-location firms.

$199.99 /mo

2 Location
15 User
500 Services/Products
5000 Bookings/Orders
Custom onboarding
Bring your own domain
Bring your own Payments
Dedicated support

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FAQ

Frequently asked questions

What is professional services business software?

Professional services software combines online consultation booking, client records, automated reminders, invoicing, and payments in one platform — built for consultants, accountants, lawyers, coaches, and similar firms.

How much does professional services software cost?

SBM Portal plans start at $29.99 CAD per month, with current limits and prices listed on the pricing page. Every plan includes a 14-day free trial with no credit card required.

Can clients book consultations online?

Yes. Clients see your real-time availability and book 24/7 from your booking link — on your website, LinkedIn, or email signature. Appointments arrive confirmed with automatic SMS and email reminders.

Can I invoice for billable hours or fixed fees?

Yes. Set your services as hourly or fixed-fee, and invoices generate from completed sessions. Clients pay online by card through your own Stripe or Square account.

Ready to fill your calendar?

Guided setup. Clients booking by tonight.

Start your free trial

14-day free trial · No credit card required