Skip to main content

Client, session and revenue operations

Every client, every package, every renewal in one Workspace.

NotiSynk is where service professionals manage Clients and service packages, record sessions as they are used, automate renewal reminders, and see the revenue they have actually collected.

Free plan available. No card required to start.

Professional Workspace

Today

Up to date

48

Active Clients

6

Ending soon

12

Sessions used today

Amélie Laurent10-session package
Ending Soon3 sessions left
Marcus Webb3-month coaching
ActiveRenews in 12 days
Priya Raman8 sessions in 2 months
Ending SoonEnds in 3 days

Illustrative Workspace view. Names and figures are examples, not customer data.

  • Free plan for up to 10 active Clients
  • Email reminders on every plan
  • WhatsApp reminders on Premium and Max
  • Available in English and French

The follow-up gap

The work is not the hard part. Keeping track of it is.

Most service businesses run on memory, a spreadsheet and a phone. It holds together until a package quietly runs out, a renewal date passes, or a client asks what they have already paid this year.

  • Renewals that pass unnoticed

    An end date only helps if someone opens the right file on the right day.

  • Session counts nobody trusts

    Remaining sessions get debated because they live in two places at once.

  • Follow-up written by hand

    Every reminder is a message you have to remember to send yourself.

  • Revenue you can only estimate

    You know the work happened. You cannot say what was actually collected.

One Workspace

Define a service once. Assign it as many times as you need.

A Plan is your reusable service definition. Assigning it to a Client creates a Client Subscription with its own dates, its own session balance, its own status and its own agreed price.

  1. Client

    Everyone you work with

    Contact details, working notes and full history, including records you archive instead of delete.

  2. Plan

    The service you sell

    Three months of coaching, a 10-session package, or 8 sessions to use within 2 months.

  3. Client Subscription

    That client's own copy

    Its own start and end date, session balance, lifecycle status and, on Max, the price you agreed.

Editing a Plan later never rewrites a Client Subscription you already agreed. Past terms stay readable exactly as they were.

Client management

Session packages

Mark a session used in one action, and undo it just as fast.

Search for a Client from anywhere in the Workspace and record one used session. The new balance appears immediately. Pick the wrong Client or tap twice and Undo restores it, with both entries kept in the history.

  • Quick Session Use reaches every Client without deep navigation
  • Each use and each restore is added to the history, never overwritten
  • Packages can end by date, by session count, or by whichever comes first
  • A package that reaches zero is marked exhausted, not silently expired
See session tracking

Session tracking

Amélie Laurent

10-session package

Session balance

10sessions left

10 sessions left

Session history

Nothing recorded yet.

Reminders

Clients hear from you on time, without you writing the message.

Two things end a service package: the date and the session balance. NotiSynk watches both and sends the reminder you configured, by Email on every plan and by WhatsApp on Premium and Max.

Before an end date

  1. 7 days before
  2. 3 days before
  3. On the end date

As sessions run out

  1. 3 sessions left
  2. 1 session left
  3. 0 sessions left
Email reminder

Your package ends in 3 days

Hi Amélie, your 10-session package ends on 24 June. Reply to this email to arrange the next one.

WhatsApp reminder

Hi Amélie, you have 3 sessions left in your package. Message us to book the next one.

Reminder messaging only. NotiSynk is not a campaign or bulk marketing tool.

  • Choose which thresholds are active for the whole Workspace, or for one Client
  • Session reminders are triggered by the real balance after a session is recorded
  • WhatsApp requires the Client's consent and uses approved message templates
  • Delivery status is recorded for every message that leaves the Workspace
See how reminders work

Max

Understand the business behind your Clients.

Max includes everything in Premium and adds Revenue Intelligence: record what a Client actually paid, correct it with refunds and adjustments, and read collected revenue by period, by Client and by Plan.

An agreement is not a payment

Creating a Client Subscription records what was agreed. Your collected revenue only moves when you record an actual payment.

  • Record payments, refunds and adjustments, each kept as permanent history
  • Collected revenue by period, by Client, by Plan and by payment method
  • A financial profile for every Client, including lifetime and current year
  • On-demand reports and CSV export for the periods you choose
See Max Revenue Intelligence

Revenue Intelligence

This month

Max

Gross payments

$2,860

Refunds

-$180

Adjustments

-$40

Net recorded revenue

$2,640

Amélie Laurent$1,240
Marcus Webb$860
Priya Raman$540

Illustrative interface. Names and figures are examples, not customer data.

Max is operational revenue intelligence. It is not accounting, invoicing or tax software, and it does not process payments from your Clients.

Plans

Three plans, one clear path.

Free to get organized. Premium to run the operation without limits. Max to understand the revenue behind it. Max includes every Premium capability.

Loading current prices.

Free

Get organized. Track Clients, packages and renewal dates from day one.

  • Up to 10 active Clients
  • Up to 10 active Client Subscriptions
  • Duration, session and hybrid Plans
  • Quick Session Use with Undo
  • Email renewal and session reminders
Start with Free
Recommended

Premium

Run the operation. No active Client or package limits, and WhatsApp reminders.

  • Everything in Free
  • Unlimited active Clients
  • Unlimited active Client Subscriptions
  • WhatsApp reminders with Client consent
  • Premium support with threaded tickets
  • Full Workspace billing visibility
Start with Premium

Max

Understand the business. Everything in Premium, plus the revenue you collected.

  • Everything in Premium
  • Revenue tracking for payments, refunds and adjustments
  • Revenue dashboard with trend and breakdowns
  • Client revenue profiles
  • Advanced revenue reports
  • Financial exports to CSV
Start with Max

Max includes every Premium capability. Choosing Max never removes something Premium gives you.

Prices are read from the NotiSynk billing catalog and confirmed at checkout before any payment. Your NotiSynk subscription is separate from the revenue you record for your own Clients.

Built to be trusted

Your Workspace is the boundary.

Trust here comes from how the product is built, not from a badge. These are the guarantees behind every Client record and every amount you enter.

Workspace isolation

Every Client, package and revenue record is scoped to your Workspace and enforced on the server, never in the browser.

History that survives corrections

Session use and revenue records are added, never rewritten. A correction is a new entry, and the original stays readable.

Repeat-safe actions

Recording the same session or payment twice does not create a duplicate, even on a slow connection.

Card details stay with Stripe

Stripe processes your NotiSynk subscription. NotiSynk never sees or stores your card number.

Who it is for

Built for anyone who sells time in packages.

If your clients buy a period of service or a set of sessions, NotiSynk already fits the way you work.

  • Coaches and personal trainers
  • Tutors and academies
  • Clinics and wellness practices
  • Studios and membership businesses
  • Consultants and freelancers
  • Any recurring service business

Common questions

Questions people ask before starting

What NotiSynk tracks, what each plan includes, and where the boundaries are.

Who is NotiSynk for?

Service professionals whose clients buy a period of service or a package of sessions: coaches, trainers, tutors, clinics, studios, academies, consultants and similar businesses. The product is profession neutral, so nothing in it assumes one industry.

Can I use NotiSynk for session packages?

Yes. A Plan can be duration based, session based, or both at once. A hybrid package ends when its date passes or its sessions reach zero, whichever happens first.

Does NotiSynk send WhatsApp reminders?

Yes, on Premium and Max. WhatsApp reminders use the WhatsApp Business Platform, require an active consent record for the Client, and use approved message templates. It is reminder messaging, not bulk marketing.

What happens when a Client's sessions reach zero?

The Client Subscription is marked exhausted rather than left looking active. If you enabled the low-balance thresholds, reminders are sent at 3, 1 and 0 sessions remaining so the conversation happens before the package runs out.

Does creating a Client Subscription count as revenue?

No. Creating a Client Subscription records the agreement. On Max, collected revenue changes only when you explicitly record a payment, so the dashboard never shows money you have not received.

Is Max accounting software?

No. Max is operational revenue intelligence for money you record as received, refunded or adjusted. It does not do bookkeeping, invoicing, tax, profit reporting or bank reconciliation, and it does not process payments from your Clients.

Does Max include everything in Premium?

Yes. Max is built on top of the full Premium capability set, including WhatsApp reminders and Premium support, and adds the revenue capabilities. Moving to Max never takes a Premium feature away.

Can I start for free?

Yes. The Free plan covers up to 10 active Clients and 10 active Client Subscriptions with Email reminders, and no payment method is required to create your Workspace.

Still have a question?Contact Us

Start today

Set up your Workspace in a few minutes.

Add your first Clients, create the Plans you already sell, and let NotiSynk handle the follow-up.

Free covers up to 10 active Clients and 10 active Client Subscriptions.