Clerical · All features
Everything you need, in one place.
Scheduling, online booking, client records, checkout, and reminders — plus Field Service modules for trades — all on one calendar, with Copilot to run it by chat. Here is every feature, all live in Clerical.
BYOBBYOB — Bring Your Own Bot. Copilot works with any AI assistant you already use.
Modules
Turn on what your business needs.
Clerical is built from modules. In Settings → Management, owners switch modules on or off — so a salon can run on Core Operations alone, while a roofing or plumbing company adds Field Service for estimates, jobs, and crews. Change it anytime.
Core Operations
Copilot, powered by Grok Bot, works across every module you turn on.
Scheduling
Day, week, and staff views, a shift manager, and holidays — the whole team on one conflict-free calendar.
Explore SchedulingDay, week & staff viewsLive now
Switch views in one click; the same live calendar underneath.
Shift managerLive now
Full Day, Morning, Afternoon, Custom, or Day Off — plus breaks and templates.
Holidays & time offLive now
Close the business or mark team time off; booking respects it.
Conflict-free bookingLive now
Every booking is checked against the live calendar.
Buffer timesLive now
Automatic padding between appointments.
Bookable rooms & stationsLive now
Schedule the room or chair, not just the person.
Online Booking
A public booking page that fills your calendar around the clock — with approval controls so you stay in charge.
Explore Online BookingPublic booking pageLive now
Clients pick a service, a team member, and an open time.
Booking approvalsLive now
Ask or Never trust controls, client by client.
Self-service reschedule & cancelLive now
Clients manage their own changes, within your policy.
WaitlistLive now
Fill cancellations from a list of eager clients.
Recurring appointmentsLive now
Book the next six visits in one go.
Clients
Profiles that remember every visit, note, and allergy — and every text you have sent.
Explore ClientsClient profilesLive now
Contact details, visit history, and upcoming bookings.
Allergies & notesLive now
Flag what matters before the client sits down.
SMS historyLive now
Every reminder and reply, saved on the profile.
Color formulas & photosLive now
Formulas and before/after photos per visit.
Intake & consultation formsLive now
Digital forms, filled in before the appointment.
Payments & POS
Fast checkout with tips, deposits, card-on-file protection, packages, gift cards, and retail — all in one register.
Explore Payments & POSCheckout & tipsLive now
Ring up the visit and add a tip in a few taps.
DepositsLive now
Secure high-value bookings up front.
Card on file & no-show feesLive now
Back your cancellation policy.
Packages, memberships & gift cardsLive now
Prepaid value clients love to buy.
Full POS & retailLive now
Sell products alongside services.
Communications
Automated text reminders that cut no-shows, plus review collection and win-back campaigns.
Explore CommunicationsInsights
An owner dashboard and payroll reports that turn your calendar into clear numbers.
Explore InsightsField Service
Estimates, jobs, crews, and invoices for roofers, plumbers, construction, rental, and every other trade — switch it on in Settings → Management.
Explore Field ServiceEstimates & quotesLive now
Send estimates for e-approval; approved ones become jobs.
Job pipelineLive now
Lead to paid, on one board.
Crew dispatchLive now
Assign crews and notify customers in one step.
Job photos & checklistsLive now
Proof of work, captured on site.
Time trackingLive now
Clock in and out, logged to each job.
Invoicing & job costingLive now
Invoice from the estimate; see margin per job.
Copilot, powered by Grok Bot
The AI assistant built into Clerical. Tell it what you need and it does the work inside the app — and it always confirms before anything is saved or charged.
Meet CopilotBook, reschedule & cancel New
“Book Maria for a balayage Friday at 2.”
Staff, shifts & services New
“Set everyone to 9–5 weekdays for October.”
Clients & checkouts New
“Check out my 1pm client.” It waits for your OK to charge.
Answers & reminders New
“Who’s my next client?” plus a daily rundown of appointments.
Is every feature on this page available now?
What does BYOB mean?
What are modules?
Do I need different plans for different features?
What can Copilot do?
Get started
See every feature in action.
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