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Industry solution · Consultants & practice-based businesses

One connected system from first enquiry to paid consultation.

A multi-vertical platform for consultants, mentors, psychologists, Vasthu experts and specialists — website, bookings, payments and follow-ups running on the same dashboard.

One build, five verticals

Business · Mentor · Psychology · Vasthu · Specialist

Payments

Locked-price, expiring consultation links

Access

Owner / Manager / Staff permissions

Frontend — the public website

Discovery, trust and enquiry, before anyone ever calls.

Homepage

Hero banner/slider, stat counters, featured services, free-guide carousel, about section, testimonials, quick-enquiry form, latest articles and an FAQ accordion.

Services

Listing page and a detail page per service with pricing, description and SEO.

Blog

Listing and article pages with categories and SEO.

Contact / enquiry

A contact page with a quick-enquiry form that pre-fills the service when arriving from a service page.

Testimonials & gallery

A full success-stories wall and a category-filterable photo gallery.

CMS pages

About and other custom pages, managed without a developer.

Free guide downloads

Gated PDF guides that capture name, mobile and email as a lead.

Multi-vertical branding

The same site serves Business, Mentor, Psychology, Vasthu and Specialist verticals through config — no rebuild.

Consultation payment link

A secure token link that turns an approved quote into a paid, scheduled session.

01

Client opens the secure token link — /consultations/{token}

02

Price and service are locked, so the amount can’t change after it is shared

03

Dynamic intake questions collect what the consultant actually needs before the session

04

Link expires in 7 days, so stale quotes never get paid by accident

05

Payment confirmed → a consultation session is auto-created, ready to schedule

Admin dashboard

Every lead, booking, payment and follow-up in one place.

Leads

Pipeline with stages — lost requires a reason, won auto-creates an appointment.

Customers

Unified history across appointments, consultations and payments.

Appointments & calendar

Booking, reschedule, cancel, no-show and conflict guard, with month/week/day views.

Follow-ups

A shared drawer across leads, appointments and consultations — one place, not three.

Payments

Manual confirm/reject queue with verify and refund tools.

Reports

Operational reporting for leads, appointments and consultations, plus a separate financial report with charts.

Content managers

Blog, Pages, Sliders, Gallery, FAQs, Testimonials and Handbook guides.

Settings

Branding, booking rules, verticals on/off, homepage copy, form builder, consultation modes and locations.

Users & roles

Owner, Manager and Staff permissions.

Notifications

Templated, queued and logged on every key event.

Multi-vertical branding

Same platform, same dashboard — a different front door for every practice.

Turning verticals on or off is configuration, not a rebuild.

Business Mentor Psychology Vasthu Specialist

One connected stack

Built from first click to closed session.

A client who fills a form on your website becomes a lead, becomes a paid consultation, becomes a follow-up and a repeat booking — without re-typing their details anywhere.

01
Customer-facing web journeyHomepage, services, blog, testimonials, gallery and gated guides that build trust before the enquiry.
02
Payment-gated consultationsA locked-price, expiring token link that turns an approved quote into a paid, scheduled session.
03
Operational pipelineLeads, appointments and consultation sessions sharing one follow-up drawer and one customer history.
04
Decision layerOperational and financial reporting, role-scoped for owners, managers and staff.

Questions, answered

Consultant platform FAQ.

Yes — the same site serves Business, Mentor, Psychology, Vasthu and Specialist verticals through configuration, with no rebuild needed to switch or add one.
The consultation link locks the price and service, asks the intake questions you configured, and expires after 7 days. Once payment is confirmed, a consultation session is created automatically and ready to schedule.
No — moving a lead to “lost” requires a reason, and a “won” lead automatically creates an appointment, so every outcome stays visible in reporting.
They share one follow-up drawer across all three, so a staff member never has to check three different screens to know what’s due.
Yes — content managers cover Blog, Pages, Sliders, Gallery, FAQs, Testimonials and Handbook guides directly from the admin dashboard.
Yes — users and roles are scoped so owners and managers see company-wide numbers and controls, while staff work within their own permissions.

Ready to run your practice on one system?

Tell us your consulting vertical and how clients book you today — we’ll map it to this platform.

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