How can we help?
Getting started
What Spotbookr Business isFour products that share one account: Project Management, Scheduling, CRM and Invoicing, plus Document Signing.Your first steps in a new accountA new account starts empty. The Get started list on your dashboard walks you through the first few things to set up.Move your records over from another systemImport contacts, companies, deals, customers, products and project work from a spreadsheet, in three steps.The dashboard, and making it your ownWhat the dashboard shows, and how each person chooses their own sections, numbers and shortcuts.Build your own reportChoose what to count, how to group it and which dates matter, then save the report or export it.Automations: what runs for youThe rules your account starts with, how to switch them off, and how to add your own.CRM
Contacts and companiesAdd people, group them under the company they work for, import a spreadsheet, and find duplicates.Deals and the pipelineOpen a deal, move it through your stages, and close it as won or lost.Tasks, follow-ups and notesAdd a task on a contact or deal, assign it, write updates, make it repeat, and turn a note into a task.Your own fields, filters and saved viewsTrack details that are particular to your business, filter by them, and save a filtered list to come back to.The public enquiry formA page you can link to from your website. Each enquiry becomes a contact, a deal and a task to reply.Project Management
Projects and work itemsCreate a project, add work, and track it on the board, backlog, table and timeline.Descriptions, checklists and repeating workFormat a description, add a checklist you can tick, and make an item repeat.Notices and emailsWho is told about what, and how to choose a daily summary, instant emails or none.Scheduling
Set up online bookingAdd services, set working hours, and share your booking page.The diary: appointments, meetings and time offAdd things to the diary yourself, see who is busy, and block time off.Invoicing and payments
Estimates and invoicesWrite an estimate, have it accepted online, and turn it into an invoice.Take card payments with StripeConnect your own Stripe account so customers can pay an invoice by card.Currency, VAT, GST and tax numbersWork in your own currency, call tax by its local name, and show the tax numbers an invoice needs.Document Signing
Sign documents and send them for signatureSign a PDF yourself, send one to someone else, and what the signing record contains.Account, team and billing
Partner DealsDiscounts and free trials from other software companies, included with the Founder Suite and Enterprise.Invite your team and set rolesAdd people, choose what each can use, and remove someone who has left.Plans, billing and cancellingWhat each plan includes, how seats are charged, and how to change or cancel.Export your dataDownload what is in your account as spreadsheets.Signing in and security
Two-step sign-in with an authenticator appAdd a second step to signing in, keep backup codes, and require it for your whole team.How your data is protectedA plain summary of how accounts are kept separate and what we never store.Calendars, integrations and the API
Connect your Google or Outlook calendarPut your Spotbookr appointments and task due dates on your own calendar, and stop double-bookings.Slack, Zapier, Make and webhooksSend what happens in Spotbookr to a Slack channel or to another tool.The API: connect your own softwareWhat the API can do, how to create a key, and where the developer reference is.Troubleshooting
I cannot sign inForgotten password, a code that does not arrive, or a lost phone.A product says it is locked or my trial has endedWhy a product stops opening, and how to get back in.My calendar is not syncingWhat to check when appointments do not appear, or the connection asks to be reconnected.My booking page shows no timesThe usual reasons a customer sees "No times are open".My invoice has no Pay by card buttonWhy customers cannot pay online yet.Emails are not arrivingFor sign-in codes, invoices, booking confirmations and notices.My contact import did not workHow the spreadsheet needs to be laid out.The API is refusing my callsWhat each error means and how to fix it.Contact supportHow to reach us, and what to include.Still stuck?
Write to support@spotbookr.com with the email you sign in with, the page you were on, and what happened. Never send a password, a sign-in code or an API key.