Day view
Provider-facing schedules show assigned work without exposing owner-only setup controls.
Provider Workspace
Provider schedule and request follow-up.
Providers need a focused work surface for assigned bookings, intake notes, completion status, and client follow-up.
Preparation notes
Intake answers and policy status help providers prepare before appointments.
Work status
Providers can mark work complete while owner overrides remain guarded.
appointments scheduled
awaiting action
active offers
new bookings approved
Today's Appointments
Calendar cards for the day.
Discovery Consult
Jordan LeeReview goals, timeline, and fit before the call.
prepStrategy Session
Maya OrtizClient prefers email follow-up and a clear next-step checklist.
confirmedImplementation Review
Sam CarterBring prior notes and confirm the service scope.
confirmedUpcoming Bookings
Accept or decline new requests.
- Avery BrooksDiscovery Consult - Tomorrow, 10:00 AMNeeds a first consultation and prefers a short prep call.new
- Riley StoneStrategy Session - Friday, 2:00 PMReturning client asking for campaign planning support.new
My Services
Manage offered services.
- Discovery Consult45 min - $95active
- Strategy Session60 min - $150active
- Implementation Review30 min - $75draft
Availability Manager
Edit bookable time windows.
Earnings Snapshot
Provider performance preview.
4 completed sessions
17 completed sessions
based on accepted requests