Clients Management

Clients history

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Manage clients history

Overview page

Find a summary of all activities with clients on the overview page.

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Clients sessions list

Find all information about clients' sessions on the sessions tab.

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Clients notes list

Create or link clients notes on your all your sessions. This allows you to keep useful information for future references.

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We offer a comprehensive client management system that enables you to handle all of the information pertaining to your clients in one place. On the overview page, you'll get a summary of all of the activity of the clients. You may also make notes and connect them for future reference. Workee makes certain that no client requirements are overlooked! Get started as soon as possible!

Grow your business in three simple steps

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Step 1

Easy sign-up and onboarding.

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Step 2

Get your website up and running with a few clicks. Choose your availability and your services.

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Step 3

Provide your customers with a link to your website. They can book and purchase your services directly from your website.

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See what customers are saying

  • “I was looking for a convenient platform to run my online coaching business. With Workee, I got even more: My Workee website enables effective communication with my clients. It makes it easy for them to schedule sessions with me. Workee's in-browser video call function makes it convenient to run sessions from any device. This is absolutely the best online coaching software out there”

    person
    NickLife Coach, Floridamy.workee.net/nicklife
  • “Flexibility is everything to me. I enjoy working from various locations and hate feeling constrained. Workee's unlimited features give me that freedom. It's also cool because it's convenient. I've just spent a few minutes setting up and running my first session"

    person
    AlexisBusiness coach, Coloradomy.workee.net/alexiscoach
  • “With Workee, I can manage my entire work day from one place. I can attend meetings, schedule and make notes with just a click. My clients can reach me directly through my website, no need to spend extra time on back and forth emails”

    person
    VelisPhoto maker, Texasmy.workee.net/veilstate

Integrations

Use your favorites tools with Workee

Do have favorite tools that you can't do without? You can keep track of all your accounts in one place, allowing you to centralize your data. Integrate Workee with your Google Calendar, Google Contacts, Google Meet, and Stripe. Quickbooks and Zoom (coming soon).

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