SOLUTION
Payments and Revenue
Send invoices, take payments, and manage memberships, gift certificates, and inventory from the same workspace. Keystone adds an online store so you can sell products alongside services.
What this helps organize
The capabilities in this area
Invoicing and payments
Create invoices and accept payment for services without sending clients to a separate tool.
Membership management
Set up and manage recurring memberships for your clients in one place.
Gift certificates
Offer and track gift certificates that clients can purchase and redeem.
Inventory management
Track product inventory so your retail and service stock stays organized.
Online store
Sell products online with a store built into the same system as your bookings.
How it flows
A simple operational flow
- 01
An invoice is sent
A client receives an invoice for a service, membership, or product.
- 02
Payment is taken in-system
The client pays through the same workspace, and the record is updated.
- 03
Revenue is organized
Memberships, gift certificates, and inventory stay tracked alongside bookings.
Available by plan
Which plans include this
Invoicing and payments, membership management, gift certificates, and inventory management are included in Cornerstone and Keystone. The online store is included in Keystone.
Keep exploring
Adjacent solutions
Booking and Client Care
Let clients request and confirm appointments online, then keep care organized with follow-up, recall, consent documents, and surveys. Receiving an inquiry stays separate from confirming a visit; each has its own step.
ExploreReputation and Growth
Ask for and respond to reviews, manage your Google Business Profile and social presence, and at the Keystone level expand with funnels, landing pages, communities, and courses.
Explore