An immigration consultant in Newton runs on referrals. A first call is free, the real work is paid, and there are packages in between, all booked around a calendar that also has to leave room for the actual casework. Most advisors run this by stitching a scheduling tool to a separate invoicing tool and reconciling the two by hand at month end. We give Surrey consultants and coaches one system where a client books the right kind of session and the billing takes care of itself.
Techalyst builds and sets up booking and billing software for consultants, coaches and advisors across Surrey and the Lower Mainland.
Advisors in Surrey
Surrey has a deep, busy independent advisory scene, immigration and settlement consultants, business and career coaches, financial and insurance advisors, serving a community that leans heavily on trusted, word-of-mouth expertise. Much of the work starts with a free introductory conversation and turns into paid sessions or packages. The advisors who convert those referrals are the ones who make it easy: a clear way to book the right session, invoicing that fires without a thought, and a professional front that matches the advice, often in more than one language.
From booking to paid
- Clients book a session type on your page, a free intro, a paid one-on-one, or a group session.
- Each type has its own length and price, free intros stay free, paid sessions invoice.
- Paid sessions create the invoice automatically, and clients pay online to confirm.
- Packages and recurring sessions let ongoing clients book against what they have bought.
- Buffers, lead times and booking windows keep your calendar the shape you want.
Per session, per package, or on retainer, it fits how you sell your time.
Grow it around your practice
Because we build the software, session booking is only the base. We extend it into everything an advisory business needs, under your own brand:
- A website that positions you and sends the right clients into booking.
- A client portal for sessions, invoices and shared materials.
- A store for digital products, courses and paid resources alongside your time.
- A branded mobile app, so clients book and pay from their phone and you run your week from yours.
Start with session booking and add the rest as your practice grows.
Own it, don't rent it
Scheduling and invoicing platforms charge monthly and keep your client list and payment history. The setup we build keeps your clients, their records and your revenue yours, with no fees climbing as you grow.
Common questions
Can I offer free intro calls and paid sessions from one page?
Yes. Free intros stay free and paid sessions invoice automatically.
Can the booking page work in more than one language?
Yes. It can be built for the languages your Surrey clients use.
Can I sell packages or retainers?
Yes. Packages and recurring sessions are supported, billed against what the client has bought.
Can clients pay when they book?
Yes. Paid sessions create an invoice and clients pay online to confirm.