TOOLKIT CRMBlue Square Apps
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Related Products
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About
ClicknBook is a free appointment booking and scheduling software designed for professionals, teams, and organizations that need a simple way to manage appointments and client bookings.
The platform allows businesses to create online booking pages where clients can view availability and book appointments in seconds. Professionals can manage their schedules using an intuitive calendar interface, organize services, and handle bookings across multiple team members or locations.
ClicknBook includes automated appointment reminders to reduce no-shows, secure online payments during booking, invoicing tools for services provided, and client management features to keep track of customers and appointment history.
The software is suitable for consultants, clinics, therapists, coaches, service providers, and any organization that needs reliable appointment scheduling and online booking capabilities.
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About
Toolkit CRM is an advisor CRM designed to help financial services teams manage their day, automate service delivery, and create a consistent client experience. Its built-in service model lets teams categorize clients into classes, apply different service levels, and automatically create recurring appointments and tasks based on each relationship. It acts as a co-pilot for important business processes, assigning the right tasks to the right team members at the right time and logging every triggered activity in the client profile. Customizable contact profiles help teams capture the information most relevant to each client, while collaborative notes, automatic email tracking, appointments, meetings, and tasks keep interactions organized and accessible. A shared team calendar connects with Google, Outlook, iCloud, and other calendars, and the Scheduler provides branded booking pages, flexible availability, unlimited scheduling links, and automatic CRM syncing.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations that manage appointments, small businesses, independent professionals, clinics, consultants, service providers, beauty salons, therapists, coaches.
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Audience
Financial advisors and financial services teams wanting to manage client relationships, automate service processes, organize team workflows, and deliver a consistent client experience
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$12.90/month
ClicknBook offers simple subscription-based pricing with a free plan available.
Paid plans start at $12.90 per month (billed annually). Monthly plans with no commitment are also available. All plans include the same features, with different booking limits depending on the selected plan.
Free Version
Free Trial
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Pricing
$26 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClicknBook
Founded: 2025
United States
clicknbook.com/online-appointment-scheduling
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Appointment Scheduling Features
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
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Integrations
Google Calendar
Google Cloud Platform
Google Maps
Microsoft Outlook
Stripe
Stripe Connect
iCloud
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Integrations
Google Calendar
Google Cloud Platform
Google Maps
Microsoft Outlook
Stripe
Stripe Connect
iCloud
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