Use casesCoaches and consultants
Stop answering the same client questions by hand
Clients ask about sessions, rescheduling, invoices and materials in your personal inbox. Flatdesk collects those messages in one queue and answers the routine ones from your help center, at $49 per agent per month, or $39 billed yearly.
What it does for this
One inbox for client messages
Email and chat land in the same queue, so nothing is buried in a personal inbox.
Answers for scheduling and payment
Publish how to reschedule, what the cancellation terms are and how invoices work. The AI replies from them.
Saved replies for your standard messages
Save your welcome, follow-up and reschedule replies as macros and send them in seconds.
Notes on every client
Add internal notes to a ticket, such as what was agreed, which stay out of the customer's view.
An out-of-office auto-reply
Set an auto-reply for holidays and retreats that says when you will answer.
Where it falls short
If you need these today, another help desk fits better.
- No calendar or booking system. Link to your own scheduling tool from an article.
- No invoicing or payments. Keep those in your billing tool.
Questions
Is it too much for a solo coach?
It is one inbox and a help center. A solo practice can use it just for shared replies and a saved-reply library.
Can it book sessions?
No. It answers questions and links to your booking tool.
Can the AI give advice to my clients?
No. It answers from the articles you publish about your process and hands anything else to you.