Lead forms
Inquiry, booking and service forms you design, embed on your site or share as a link. Answers file themselves into the project.
StudioBook by Point of Solutions
From first inquiry to final payment, in one place.
StudioBook is the client management platform for service businesses: capture leads, send proposals and contracts, get signed and paid online, and let automations and AI do the follow-up.
The demo opens a private studio with sample clients. No sign-up form.
The client journey
One flow, start to finish
Everything a client goes through with you is connected, so nothing is retyped and nothing is forgotten.
- Step 1
Capture the lead
A form on your website or a shared link. Every inquiry becomes a contact and a project in your pipeline, and you are notified at once.
- Step 2
Reply and follow up
Email the client from the project. Automations send the thank-you and the check-in so no lead goes cold.
- Step 3
Send the proposal
Build a proposal with services, packages, a contract and a payment schedule from a template, and send it in a click.
- Step 4
Get signed and paid
The client reads, signs and pays the deposit online from one link. Their signed copy downloads as a PDF.
- Step 5
Deliver and wrap up
Tasks, notes, meetings and the client portal keep the project on track until the final payment.
Features
Everything you need to run client work
Win the client
Pipeline
See every lead and project by stage, in a list or a board. Stages move by themselves when a file is sent or signed.
Contacts and organizations
One record per client with their projects, notes and history. Import your existing contacts from a spreadsheet.
Inbox and email
Write to clients from the project with templates and smart fields. Connect Gmail or Outlook so replies land in the right project.
Book the client
Proposals, contracts and invoices
One smart file can hold your offer, packages, services, questionnaire, agreement and payment schedule.
E-signature
Clients sign by typing their name. Each signature is recorded with time, IP address and a document fingerprint.
Online payments
Deposits and instalments with automatic reminders before and after the due date. Card and bank payments through Stripe.
Scheduling
Session types with your availability, buffers and limits. Clients book from a link, a form or inside a file.
Deliver the work
Client portal
Each client gets a private page with their files, payments, meetings, tasks and notes. No password to remember.
Tasks and time tracking
Assign tasks with due dates and reminders, and track time per project with a live timer.
Calendar
Meetings, project dates and bookings in one calendar, synced with Google Calendar or Outlook.
Team
Invite your team with roles, assign projects and see who is working on what.
Run the business
Automations
When a lead comes in, a client signs or a payment arrives: send the email, add the task, move the stage or send the next file by itself.
AI assistant
Describe what you need and get a complete proposal template, lead form or email. Draft or reword any message in a click.
Templates
A page editor for file templates, an email template library and a gallery of ready-made starting points.
Finance and reports
Payments, expenses and what is owed, with reports on sales, bookings and where your leads come from.
Automations and AI
Less typing, fewer things to remember
Switch on a ready-made automation or build your own in plain sentences. Add an AI key and describe what you need instead of writing it.
- Thank every new lead at once and check in two days later, and stop automatically when they book.
- Welcome clients the moment they sign, and thank them when a payment arrives.
- Remind clients a week before their date and ask for a review afterwards.
- Ask AI for a complete proposal, lead form or email from one sentence, then edit it like anything else.
Questions
Frequently asked questions
- Who is StudioBook for?
- Service businesses that work with clients project by project: photographers, event and wedding companies, planners, designers, coaches, consultants and agencies.
- Can I try it before deciding?
- Yes. The live demo opens a private demo studio with sample clients in one click, no sign-up form. You can also create your own account and set up your real studio.
- Do my clients need an account?
- No. Clients open their proposal or portal from a secure link in their email. There is no password for them to create or remember.
- Can you set it up for us?
- Yes, that is what we do. We configure your pipeline, forms, templates, emails and payments, bring your existing contacts across and train your team.
- Which AI does it use?
- You connect your own key from Google Gemini, DeepSeek or Anthropic Claude. The AI features switch on when a key is saved and you pay the provider directly for what you use.
See it with your own eyes
Open a demo studio with sample clients and click through the whole journey. It takes one click.