FAQ
Frequently Asked Questions
What is ClienBiz?
ClienBiz helps businesses and clients stay connected in one place. Businesses can manage clients, communicate, and schedule appointments, while clients can manage their relationships with multiple businesses through a single app.
Who is ClienBiz for?
ClienBiz is designed for service-based businesses and their clients, including coaches, trainers, consultants, tutors, pet care providers, cleaners, landscapers, wellness professionals, and many other independent businesses.
Where is ClienBiz available?
ClienBiz is currently available only in the United States.
We may expand to additional countries in the future.
Is ClienBiz free?
For clients, yes. ClienBiz is always free.
Businesses receive a free 30-day trial. After the trial period, a subscription is required to continue using business features.
Do I need a credit card to start my free trial?
No. Businesses can start their 30-day free trial without providing a credit card.
Do my clients need ClienBiz?
Clients need a ClienBiz account to communicate with businesses, receive messages, and fully manage appointments through the platform. Businesses can also create sessions for write-in clients who have not yet joined ClienBiz, allowing them to stay organized before a client signs up.
How do businesses connect with clients?
Businesses can send connection requests to clients using the email address associated with the client's ClienBiz account.
Clients must approve the connection request before a connection is established.
Once connected, businesses and clients can communicate, schedule appointments, and manage their relationship through ClienBiz.
What if my client is not using ClienBiz yet?
Businesses can create sessions for write-in clients who have not yet joined ClienBiz. Write-in clients act as placeholders for scheduling and service history.
To communicate through ClienBiz or access a client's profile, the client must create a free ClienBiz account and accept the business's connection request. Once connected, existing write-in sessions can be assigned to that client.
Do I need clients before I can use ClienBiz?
No. Businesses can begin using ClienBiz immediately by creating sessions for write-in clients.
To send messages or access client profiles, the client must have a ClienBiz account and an active connection with your business.
Why should my clients create an account?
A ClienBiz account allows clients to receive messages, view appointments, manage their business relationships, and stay organized in one place.
Can clients use ClienBiz without paying?
Yes. Clients can create an account and use ClienBiz completely free of charge.
Can I connect with multiple businesses?
Yes. Clients can manage relationships with multiple businesses through a single ClienBiz account.
Can a connection be removed?
Yes. Either the business or the client may end a connection at any time.
Once a connection is removed, access to information and communication between those accounts may be restricted.
Why use ClienBiz instead of text messages or email?
ClienBiz keeps communication, appointments, and client relationships organized in one place. Rather than searching through text messages, emails, calendars, and multiple apps, businesses and clients can manage everything through a shared platform.
Does ClienBiz process payments between businesses and clients?
Not at this time.
ClienBiz does not process payments between businesses and clients. Any payments between a business and its clients are handled outside of ClienBiz.
Can I send messages to my clients?
Yes. Businesses can send messages to their connected clients through the platform.
Can I schedule appointments through ClienBiz?
Yes. Businesses can create and manage appointments for both connected clients and write-in clients. Clients with a ClienBiz account can view their scheduled sessions within the app, while write-in clients serve as placeholders until they join ClienBiz.
Do you send marketing notifications?
No. ClienBiz notifications are intended to support your experience on the platform, such as appointment updates, messages, and other account-related activity.
We do not use push notifications to send advertisements or promotional marketing.
Should I enable notifications?
Yes. Notifications help ensure you don't miss important messages, appointment updates, or other activity related to your account.
While notifications can be disabled, some communications may be easier to miss if they are turned off.
Who can see my information?
Information on ClienBiz is only shared between users who have an active connection.
Businesses can only access information associated with clients who have accepted their connection request, and clients can only interact with businesses they have connected with through the platform.
What information does ClienBiz collect?
ClienBiz collects the information needed to provide the service, such as account information, profile details, scheduling information, and communications sent through the platform.
For complete details, please review our Privacy Policy.
Is my information secure?
We take reasonable measures to protect user information and continuously work to improve security. However, no online service can guarantee absolute security.
Can I delete my account?
Yes.
Users can delete their account at any time by navigating to Account > Preferences within the ClienBiz app and selecting the account deletion option.
If you experience any issues or have questions about account deletion, visit the Contact Us page for what to include in your support request.
What happens if my business subscription expires?
If a business subscription is canceled or payment is unsuccessful, access to certain business features may be restricted until the subscription is reactivated.
For billing or subscription questions, use the Contact Us page and include your platform, account email, and whether the issue involves starting, restoring, canceling, renewing, or reactivating a subscription.
Can I use ClienBiz for any type of business?
Businesses must comply with applicable laws and our Terms of Service. We reserve the right to suspend or remove accounts involved in illegal, fraudulent, abusive, harmful, or otherwise prohibited activities.
Can I connect Google Calendar or other third-party services?
Not at this time.
ClienBiz currently includes its own scheduling and appointment management tools. Integrations with third-party services may be considered in future updates.
Will ClienBiz add more features in the future?
Yes. ClienBiz is continuously evolving, and new features may be introduced over time based on user feedback and platform growth.
Will pricing and features always stay the same?
Our goal is to keep ClienBiz simple and affordable. As the platform grows, pricing plans, features, and available functionality may evolve to better serve businesses and clients.
Any significant changes will be communicated whenever possible.
I have an idea, new feature request, or feedback. How can I share it?
We'd love to hear from you.
ClienBiz is continuously evolving, and many improvements are driven by feedback from our users. If you have an idea, new feature request, question, or suggestion, use the Contact Us page so your message includes the context we need.
While we can't guarantee every request will be implemented, we carefully review all feedback as we continue to improve the platform.
How do I report a bug, crash, or troubleshooting issue?
Use the Contact Us page and include your device, platform, app version or build if known, account email, steps to reproduce the issue, screenshots if helpful, and whether the issue involves billing, notifications, sessions, messages, responses, login, or account deletion.
How do I contact support?
If you have any questions, concerns, feedback, new feature requests, troubleshooting reports, billing questions, or account-support issues, start with the Contact Us page.