Keep customers, bookings, invoices and payments organised.
For consultants, nutritionists, coaches, therapists and other service professionals who need a lightweight operating system for customer work.
Talk to usHow independent professionals works in Metis
A practical end-to-end example using the same Metis tools available across the platform.
Customer
CustomersCreate one customer record for contact details, appointments, invoices and payment history.
Book the session
AppointmentsSchedule the appointment in Metis and keep it connected to the customer. Sync with Google Calendar when needed.
Deliver the service
AppointmentsUse the appointment and customer history as the operational context for the work you provide.
Invoice or collect
InvoicesCreate an invoice when the customer pays later, or take payment directly when the service is completed.
Receive payment
PaymentsKeep the resulting invoice/payment status and transaction history visible in Metis.
See the relationship
CustomersReturn to the customer profile to understand appointments, invoices and payments without switching systems.
One platform, combined for this workflow.
See how Metis can work for independent professionals.
Tell us how you work today and we’ll show you where Metis can simplify it.