For consultants & coaches
Spend your time with clients, not on admin.
Clients book sessions on your page, complete an intake questionnaire, sign the agreement and pay, then find their resources in a private portal. Cliezoo handles the reminders.
Sound familiar?
What slows consultants & coaches down
Onboarding takes forever
Intake forms, agreements and first invoices by hand for every new client.
Resources everywhere
Worksheets and notes scattered across email and drives.
No-shows
Missed sessions without reminders cost you time and money.
A day with Cliezoo
The whole client journey, in one workspace
- 1
Book
Clients pick a time on your booking page with automatic reminders.
- 2
Onboard
An intake questionnaire and agreement go out automatically.
- 3
Support
Share session notes and resources in the portal knowledge base.
- 4
Bill
Invoice sessions or packages and get paid online.
Features
What consultants & coaches use most
Forms & booking
Intake forms and booking pages
Client portal
A branded portal on your own domain
Proposals & contracts
Quotes, proposals and e-signature
Messages & requests
Conversations, requests and docs
Invoicing & payments
Invoices, online payments and reminders
AI & agents
Agents that draft, plan and follow up
✦ AI for consultants & coaches
Summarise questionnaire answers before a first session, draft follow-up notes and, with Pro, turn meeting notes into action items automatically.
Explore AI & agentsComparing tools?
Cliezoo vs HoneyBook
HoneyBook is a hosted client-flow platform for small businesses in the US, UK, Canada and Australia. Cliezoo runs in your own WordPress site, anywhere.
Frequently asked questions
Can’t find your answer? Read the docs or ask the Degird team.
Read the docs → Contact us →Can clients book from the portal?
Yes. Booking pages work publicly and from inside the client portal.
Can I sell session packages?
Send quotes and invoices for packages today. Paid bookings and retainers with prepaid hours are part of Pro.
Run your whole client business from WordPress.
Install the free plugin in minutes. No caps, no trial, no credit card. Upgrade to Pro when you want autopilot.
