Clerical · Appointments & Operations
Calendar, online booking, clients, checkout, and reminders in one place — for salons, spas, trades, and service businesses, with Field Service modules for estimates, jobs, and crews. And with Copilot, our AI assistant, you can run it all just by asking.
Every chair, room, and team member lives on one calendar that blocks conflicts before they happen.
A public booking page that works around the clock — with approval controls so you decide who books.
Automatic SMS reminders 24 hours and 2 hours out keep appointments top of mind.
Check out services and tips in a few taps, right from the appointment.
Who it’s for
Salons, spas, and pet groomers book appointments. Roofers, plumbers, crews, and rental shops run jobs. Clerical handles both — on one calendar, with Copilot.
Illustrations App cards show sample data.
New Copilot, powered by Grok Bot
Copilot, powered by Grok Bot, is the AI assistant built into Clerical. You or your team type what you need in plain words — book, reschedule, add a stylist, check out a client — and it does the work inside the app. Your whole business, managed by chat.
BYOBBYOB — Bring Your Own Bot. Copilot works with any AI assistant you already use.
Everything in one place
Clerical covers the full arc of an appointment — from the first booking to the reminder, the visit, and the checkout — with Copilot ready to handle the day-to-day by chat. Every feature below is live in Clerical.
Your AI operator for Clerical. Tell it what you need and it books, reschedules, sets up staff and services, adds clients, and runs checkouts — confirming with you before anything is saved or charged.
Day, week, and staff schedule views, a shift manager, buffer times, and holidays — the whole team on one calendar.
A public booking page with approval controls — so clients book on their time, and you stay in charge of who books.
Client profiles with visit history, notes, allergies, and a full SMS history — every visit remembered, every preference on hand.
Fast checkout with tips, plus deposits, card-on-file protection, packages, gift cards, and retail.
Automated SMS reminders that cut no-shows, plus review collection and marketing win-back campaigns.
An owner dashboard for bookings and revenue, plus payroll and commission reports that write themselves.
Product preview
Open Clerical and the whole week is already laid out: who is in, who is booked, and where there is room for one more client.
Part of the EliteGrid grid
Clerical is the operational star in the EliteGrid constellation. When you are ready for the next step, the other apps are built to sit right beside it.
Get started
Add your services, team, and hours, share your booking page, and watch the calendar fill. Prefer a guided tour? We will walk you through Clerical live.
Founding offer 3 months free for early customers — follow us on social to grab a code. Details
1 month free · no credit card required · Built for salons, spas, trades, and service businesses.
