New Appointments, documents & payments in in one flow

The booking system for
service businesses that customers will love

CaseVisit lets your clients book a visit, securely upload their documents, and pay online, all in one single beautiful flow. Virtual meeting links and email & SMS reminders included.

Get in Touch See the flow

No expertise required One secure portal Set up in minutes

app.casevisit.com/book

CaseVisit booking screen: choose a service and pick an available time slot

Appointment bookedTue, Jun 2 · 9:00 a.m.

Payment received$16.95 · via Stripe

Everything in one place

One flow from first click to paid & ready

Stop stitching together a scheduler, a file inbox, and a payment link. CaseVisit handles the entire client visit, start to finish.

Online booking

Clients see real-time open slots and book in seconds. No phone tag, no double-bookings. Availability seen by a client updates live the instant a spot is taken.

Secure file uploads

Collect IDs and documents up front with uploads tied to each appointment, so your clients are always fully prepared at appointment time.

Online payments

Get paid at booking through Stripe checkout, or your choice of payment processor. Charges are calculated from your services and line items automatically.

Virtual meeting links

Every appointment can include a Google Meet link and calendar invite, delivered automatically to you and your client.

Email & SMS reminders

Automated confirmations, calendar invites, and SMS/WhatsApp reminders keep no-shows down without lifting a finger.

Passwordless login

Clients sign in with a one-time email code. No passwords to forget, and the right person always sees their records.

How it works

Up and running in three steps

Share one link. CaseVisit guides your client through the rest, and notifies you when the visit is booked.

Pick a time

Clients choose a service and grab an open slot from your live availability calendar.

Upload & pay

They upload required documents and pay online. No time-consuming follow-ups needed.

You're ready

You get the booking, files, payment, and a meeting link, all organized in your business portal.

See the product

A booking page clients actually enjoy

Clean, fast, and clear at every step. Here's what your clients experience.

Scheduling

Live availability, picked in seconds

Clients see exactly which days have openings and how many. They filter by morning or afternoon and lock in a time, with the full cost shown before they commit.

Day-by-day availability with open-slot counts
Morning / afternoon filtering & flexible intervals
Transparent pricing calculated from your services

Service selection and time-slot picker in CaseVisit

Service and time picker

Booking confirmation and secure document upload in CaseVisit

Documents secured

Uploads & payment

Confirm, upload, and you're done

One tap confirms the appointment. Clients drag in exactly the documents you need (as you specify), each with clear file-specific instructions (as defined by you), and everything stays tied to the client and their booking.

Drag-and-drop uploads
Per-document instructions, formats & size limits
Come back anytime since everything stays in our system
Flexible payment options in the same flow as defined by you

For your business

Run every visit from one central business portal

Set your availability, then manage clients, appointments, files, and history in a workspace built for service teams. Set your hours, review upcoming visits, and look up client history from one portal.

Set availability

Define recurring weekly hours, plus one-off changes when your schedule shifts, so clients only book when you're free.

Manage clients

Every client's appointments, documents, and history in one place.

Organized files

Uploaded documents stay attached to the client and their appointment, always.

Full history

Review past and upcoming appointments with detailed records.

1 link

Book, upload & pay in a single flow

Passwords for clients to remember

24/7

Self-serve booking, day or night

100%

in a single smooth flow

The booking system for service businesses that customers will love