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Get booked, paid and ready for the next visit.

Booking, forms, payments, messages, marketing, team and clinical tools, around one client record. Start free and add more as you grow.

Your website, diary, client records, consultation forms and appointment reminders are included with Free. Monthly message allowances apply; extra usage and payment processing charges are separate.

Managed AI is available on Starter and Growth. Your team’s permissions still apply; review drafts and confirm actions before they happen.

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Cosmetic ClinicStarter & Growth

Sophie Clarke · Dermal Filler (Lips 1ml) · £220

Thursday 22 October, 14:30Dr Priya Patel · Client and appointment details
  1. Emma Wilson

    Move Sophie’s Dermal Filler (Lips 1ml) appointment to Friday 23 October at 14:00 with Dr Priya Patel.

  2. Managed AI

    Here’s the proposed change for Sophie. Review the date, time and practitioner before confirming.

Interactive preview. Changes stay in this preview.

Explore the tools behind every client visit

Browse by the work you want to make easier, or search for a feature. Each card shows what’s included with each plan.

Bookings and website

Help clients find your services, choose an available time and prepare for their visit.

Booking and calendar

Manage online bookings and team appointments in one diary, with live availability for clients.

Plan access: Free + paid team scheduling

Staff, room and equipment scheduling require Starter or Growth.

What’s included in Booking and calendar
  • Online booking with free websiteFree
  • Live availability and calendar managementFree
  • Book the right room or equipmentStarter & Growth
  • Book with the right team memberStarter & Growth
  • Cancellation, rescheduling and no-show policy settingsFree

Set your service times and availability before accepting appointments. Appointment details stay with the client.

Your free website

Give clients a place to find your services and book. Choose a template and make it yours.

Plan access: Free + paid AI policy drafts

Domain purchase or renewal costs are separate. AI policy drafts require Starter or Growth.

What’s included in Your free website
  • Website editor, templates, branding and publishingFree
  • Custom domain connection (domain purchase or renewal costs separate)Free
  • Social media and business profile linksFree
  • Google Analytics and Tag Manager setupFree
  • AI policy drafts for cancellation, privacy and terms (you review)Starter & Growth

Publish service pages, connect booking and form links, and keep your business details current. Review and approve any AI-drafted cancellation, privacy or terms policy.

Appointment reminders

Send booking confirmations and appointment reminders by SMS or email at the times you choose.

Plan access: Every plan

Monthly message allowances apply; extra usage is charged separately.

What’s included in Appointment reminders
  • Automated reminders and confirmationsFree

Set email and SMS reminder timing to fit your business. Included messages refresh monthly; extra usage needs credits.

Client care

Keep enquiries, conversations, forms and payment details connected to the client journey.

Client records and aftercare

Prepare for each visit with the client’s appointment history, notes and form responses together.

Plan access: Free + paid voice notes

Core records and aftercare documents are Free. Voice notes require Starter or Growth.

What’s included in Client records and aftercare
  • Client profiles, notes, and visit historyFree
  • Treatment session reportsFree
  • Aftercare documents and treatment guidanceFree
  • Voice notesStarter & Growth

Keep relevant details ready for authorised colleagues. Use the visit history when planning the next appointment. Aftercare information is approved by your practitioner.

Consultation and consent forms

Collect consultation answers and consent before the appointment, ready for your practitioner to review.

Plan access: Free + paid AI assistance

Core forms are Free. AI form assistance requires Starter or Growth.

What’s included in Consultation and consent forms
  • Digital consultation and consent formsFree
  • AI form assignments and reminder drafts you confirmStarter & Growth
  • Bookings, consent and follow-up in each client recordFree

Connect consultation forms to your booking website and keep responses in the client record. AI assignments and reminder drafts need your confirmation.

Enquiries and callbacks

Track each enquiry and callback request so your team knows who should respond next.

Plan access: Free + paid AI assistance

Lead tracking and callbacks are Free. AI assistance requires Starter or Growth.

What’s included in Enquiries and callbacks
  • Lead pipeline and enquiry trackingFree
  • Callback requestsFree
  • AI enquiry replies and follow-up drafts you reviewStarter & Growth

Capture callback requests and track each enquiry through the next step. Review AI replies and follow-up drafts before using them.

Shared Inbox

Reply with earlier messages and appointment details in view. Hand the conversation to a colleague when needed.

Plan access: Starter & Growth

Connected providers and message usage may incur separate charges.

What’s included in Shared Inbox
  • Unified inbox for email, SMS, social media and live chatStarter & Growth
  • AI inbox replies you review before sendingStarter & Growth
  • Shared client conversation historyStarter & Growth
  • Rebooking prompts and follow-up remindersStarter & Growth
  • AI insights into client visits and rebookingStarter & Growth

Connect supported email, SMS, social, chat and phone accounts. Help the next colleague continue the conversation with the same client and appointment details.

Website live chat

Answer website visitors’ questions while they choose a service or appointment.

Plan access: Starter & Growth

What’s included in Website live chat

Keep live website conversations with connected client messages in your team Inbox.

Phone services and AI receptionist

Handle incoming calls and capture callback notes so your team can pick up the next step.

Plan access: Starter & Growth

Phone setup, number rental and call usage cost separately.

What’s included in Phone services and AI receptionist
  • Phone routing and call handling (setup and usage costs apply)Starter & Growth
  • Business phone number (rental and call usage separate)Starter & Growth · Provider costs apply
  • AI phone receptionistStarter & Growth · Setup + usage
  • Call recording (phone setup and caller notice required)Starter & Growth
  • AI Receptionist conversation context and confirmed actions (phone setup and usage costs apply)Starter & Growth

Phone services need owner activation, connected provider setup and call routing. Recording requires caller notice. AI receptionist setup and usage are charged separately.

Payments and finance

Take payment with the appointment, check outstanding amounts and review refunds in the client’s history.

Plan access: Free + paid finance tools

Managed payment fees, processor fees and tax are separate. Tips and expanded reporting require Starter or Growth.

What’s included in Payments and finance
  • Managed fee on eligible processed paymentsFree · Free: 3% · Starter: 2% · Growth: 1%
  • Integrated checkout, payment tracking, and refundsFree
  • Payment links by SMS, email and QR codeFree
  • Alternative payment methods (availability depends on your provider)Free
  • Tap to Pay and digital wallets (supported device and provider required)Free
  • Pay by Bank TransferFree
  • Payment and revenue reportingFree · Payment dashboard
  • Expenses, recurring expenses and categorisationFree
  • Tips and gratuitiesStarter & Growth

Keep checkout, refunds and adjustments with the client history. Payment methods depend on your provider and supported device.

Discounts, packages and gift cards

Apply discounts and package benefits at checkout, and track gift card balances and redemptions.

Plan access: Free + paid gift cards

Payment fees apply.

What’s included in Discounts, packages and gift cards
  • Discounts & customer creditsFree
  • Digital gift cardsStarter & Growth
  • Service packagesFree

Use discounts and service packages on Free. Add digital gift cards on Starter or Growth and track redemptions.

Team tasks and handovers

Assign the next job to a colleague with a due date, so follow-up has a clear owner.

Plan access: Starter & Growth

What’s included in Team tasks and handovers
  • Task management and assigned follow-upStarter & Growth

Assign jobs and keep follow-up visible to authorised colleagues.

Team chat

Bring work conversations into Managed with team channels, direct messages and reply threads.

Plan access: Starter & Growth

What’s included in Team chat
  • Team chat and clear handoversStarter & Growth

Share team updates, react to messages and find earlier conversations beside your business tools.

Client app

Give clients a clear view of appointments, receipts and membership benefits.

Plan access: Client experience

What’s included in Client app

Let clients view and manage eligible appointments, receipts and memberships.

Grow and run

Bring clients back and coordinate the everyday work of your business.

Campaigns and client groups

Send email and SMS campaigns to client groups based on their visits, interests and activity.

Plan access: Free + paid segmentation and AI

Manual campaigns and manual lists start on Free. Segmentation, automations and AI require Starter or Growth. Message credits apply; optional services are quoted separately.

What’s included in Campaigns and client groups
  • Email and SMS campaign builderFree
  • Create and manage manual customer listsFree
  • Group clients by visits, interests and activityStarter & Growth
  • AI rebooking and win-back campaign draftsStarter & Growth
  • Track returning clients and repeat visitsStarter & Growth
  • Advertising management serviceStarter & Growth · Optional paid service
  • Social media management serviceStarter & Growth · Optional paid service

Plan relevant follow-up from the client’s history. Review AI rebooking and win-back drafts before sending. Advertising and social media management are optional paid services.

Automations

Set rules for recurring follow-up and choose which actions your team needs to approve.

Plan access: Starter & Growth

What’s included in Automations
  • Automations with rules and approvals you chooseStarter & Growth

Choose how an automation starts and what your team needs to approve.

Loyalty programmes

Give regular clients a reward to work towards. Track qualifying visits and rewards they can use.

Plan access: Starter & Growth

What’s included in Loyalty programmes
  • Loyalty programmes with digital progress trackingStarter & Growth
  • Automatic loyalty rewards as credit or discountStarter & Growth
  • Loyalty reminders and campaigns for clients close to a rewardStarter & Growth

Choose qualifying services, a visit target and a reward as account credit or a discount. Track progress and redemption, and remind clients about rewards they can use.

Memberships

Create fixed-term paid plans and apply included benefits when clients book.

Plan access: Starter & Growth

Payment fees apply.

What’s included in Memberships
  • Fixed-term memberships and included service benefitsStarter & Growth
  • Membership autopay (payment provider setup required)Starter & Growth

Set the membership term, payment schedule and whole-term benefits. Track remaining allowances and scheduled collections with the client record. Online payments need connected Stripe setup.

Client reviews

Ask for feedback after a visit, reply to reviews and choose which ones appear on your website.

Plan access: Starter & Growth

What’s included in Client reviews
  • Review requests, moderation, replies and website publishingStarter & Growth

Keep review requests and moderation in the same client follow-up workflow.

Managed AI

Type or speak an admin request. Review the proposed booking, note or website change before approving it.

Plan access: Starter & Growth

What’s included in Managed AI
  • Ask your AI copilot by text or voiceStarter & Growth
  • AI booking creation, rescheduling and cancellation (you confirm each change)Starter & Growth
  • AI client notes and website updates (you review and confirm)Starter & Growth
  • AI task creation and inbox assignment (you confirm)Starter & Growth
  • AI blog and marketing drafts (you review)Starter & Growth

Managed AI uses the business information your role can access. Review the client, service, team member and time before confirming each booking, reschedule or cancellation. Read and edit notes, website text and other drafts before approving them.

Team, locations and commissions

Plan team availability across locations, set permissions and track commission earnings.

Plan access: Starter & Growth

What’s included in Team, locations and commissions
  • Set team permissions and share handoversStarter & Growth
  • Team schedulingStarter & Growth
  • Included team users (owner included; pending invitations reserve a seat)Free · Free: 1 user · Starter: Up to 5 users · Growth: Unlimited
  • Manage multiple locations and shared ways of workingStarter & Growth
  • Staff commission rules and earnings trackingStarter & Growth

Keep authorised colleagues working from the same client details. Add shared scheduling, staff commission rules and earnings tracking. Workforce qualifications and capacity tools require Growth.

Retail products

Sell products in-store and through online checkout, with product orders and stock records together.

Plan access: Starter & Growth

Online payments require connected payment setup. Payment fees and tax apply.

What’s included in Retail products
  • Sell retail products online and in-storeStarter & Growth

Offer configured add-ons in booking checkout or share a prepared product order’s payment link. Review products, quantities, totals and recorded payments.

Stock and retail

Check stock levels, sell retail products and follow supplier orders through to delivery.

Plan access: Starter & Growth

What’s included in Stock and retail
  • Stock controlStarter & Growth
  • Supplier managementStarter & Growth
  • Stock purchase orders & delivery trackingStarter & Growth
  • Stock movement and inventory reportsStarter & Growth

Manage products, stock movements, supplier orders and deliveries. Basic purchase orders are included in paid plans; service-level procurement planning requires Growth.

Publishing and connections

Publish useful articles on your website, connect Canva designs and send team notifications through Slack.

Plan access: Starter & Growth

Connected provider accounts and their own charges may apply.

What’s included in Publishing and connections
  • Blog articles, categories, cover images and SEOStarter & Growth
  • Connect Canva designs (Canva account required)Starter & Growth
  • Slack notifications (Slack connection required)Starter & Growth

Manage blog categories, cover images and search details. Canva designs require a Canva account; Slack notifications require a Slack connection.

Data imports and setup help

Check CSV and Excel records before importing them. Review past imports and undo supported changes.

Plan access: Free

Imported records follow the plan access of the features they create. Data migration from any provider is free on every plan. Setup help is free with next-day turnaround.

What’s included in Data imports and setup help
  • Import CSV and Excel files with checks before savingFree
  • Review past imports and undo supported changesFree
  • Data migration from any providerFree · Free on every plan
  • Help with setupFree · Free, next-day turnaround
  • Support contactFree · hello@withmanaged.com

Choose the work you want to make easier first. Add services and hours, then try an example appointment. When switching, review exports, the records and upcoming bookings you need, exclusions and your current provider’s contract. We import your data free on every plan, including photos and attachments where your export includes them, and setup help is free with next-day turnaround. Contact hello@withmanaged.com.

Business intelligence

Review cash forecasts, service performance, diary opportunities and cancellation fill.

Plan access: Growth only

Starter includes operational reports. Growth adds business intelligence dashboards and forecasts.

What’s included in Business intelligence
  • Business intelligence dashboards and forecastsGrowth only

Review cash forecasts, service performance, diary opportunities and cancellation fill.

Managed mobile app

Use bookings, client information, inbox and business tools on your phone.

Plan access: Mobile access

What’s included in Managed mobile app

Use bookings, client information, inbox and business tools on your phone.

Clinical

Support clinical oversight, product traceability and workforce requirements.

Clinical governance

See which consent, preparation and treatment checks are complete before an appointment.

Plan access: Growth only

What’s included in Clinical governance
  • Service protocols, consent, preparation and aftercare checksGrowth only
  • Appointment readiness and treatment checksGrowth only
  • Record treatment, reviews and completed checksGrowth only

Review appointment readiness, treatment checks and completed evidence. Your practitioner remains responsible for treatment decisions and suitability.

Procurement

Plan consumables for booked services and check shortages, batches and expiry dates before treatment.

Plan access: Growth only

What’s included in Procurement
  • Set consumables per service and reserve them for appointmentsGrowth only
  • Track batches, expiry dates and products used in treatmentGrowth only
  • See shortages, choose substitutes and track stock costsGrowth only
  • Procurement planning and replenishment suggestionsGrowth only

Reserve consumables per service, review substitutes, track treatment products and use replenishment suggestions.

Workforce management

Check staff qualifications and renewal dates when planning who can provide each treatment.

Plan access: Growth only

What’s included in Workforce management
  • Staff qualifications, documents and renewal datesGrowth only
  • Manage who can provide each treatment at each locationGrowth only
  • Check staff qualifications and plan team capacityGrowth only

Manage who can provide each treatment at each location and review the evidence your business requires.

The Free plan is available. Payment fees apply to eligible payments taken through Managed; processor fees, tax and extra messages cost separately. See pricing. Included messages refresh on the first of each month at midnight in your business time zone. They are used first and unused included credits expire. Purchased bundles stay until used.

Start with your booking essentials

Create your Free workspace and add your services. Your booking website and reminder tools are included.

See how the details stay together

Explore Sophie’s appointment at Cosmetic Clinic, then open her visit history, consultation form and conversation.

Solo diary, client records and forms are included on Free. Team scheduling and Shared Inbox require Starter or Growth; Inbox also needs connected providers.

Explore the booking diary

Booking diary

Cosmetic Clinic · Starter & Growth

Team scheduling on Starter or Growth. Free includes a solo diary.

22–23 October 2026

Upcoming

Sophie’s appointment

45 minutes with Dr Priya Patel. Review the client record and appointment questionnaire before the visit.

Interactive preview. Changes stay in this preview.

Start with one appointment

Add your services and hours, then try a booking. Bring over the records and tools you need as you set up.

Try the Free essentials

Set your services and hours, then try an example appointment. Your Free workspace includes a booking website, client records and consultation forms.

Plan your switch

Check your current system’s exports and contract. Review the records, upcoming bookings and financial commitments involved in your switch. Data migration is free on every plan, and setup help is free with next-day turnaround.

Check the fit and costs

Compare the tools your business uses with the features in each plan. Review subscription, payment and usage costs before deciding what to move.

Before you get started

Check what’s included, what costs extra and how to make the move.

Start taking bookings with Managed

Create your Free workspace with a booking website, client records and automated reminders. Add paid tools when your business needs them.

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