Scheduling and Billing Tools

Make it easy to book with you. And even easier to pay you.

MBM360’s Scheduling and Billing Tools automate appointment flow, simplify invoicing, and make every part of client management feel smooth, secure, and professional.

Scheduling and Billing tools on a desktop screen showing a digital calendar with task and appointment management for efficient practice operations.

Why It Matters

Clients expect a frictionless experience from the first booking to the final receipt.
When your calendar, billing, and reminders are scattered across apps—or worse, manual—things
fall through the cracks.

MBM360 helps you deliver a seamless care experience that builds trust and reduces administrative overwhelm.

What’s Included

Your all-in-one back-office toolkit, designed specifically for client-based mental health, coaching, and DEI practices:

Smart Calendar

Clients can book, reschedule, or cancel sessions on their own—syncs with your CRM, portal, and reminders

Late Payment Tracking

Get notified when an invoice goes unpaid and trigger follow-ups or paused
access

Proposals & Estimates

Build professional quotes or onboarding packages for larger contracts or systems builds

Automated Invoices

Send branded invoices with auto-reminders, track payments, and reduce no-pays

Text-to-Pay

Send SMS payment links for fast, secure mobile payments (included in Comm Hub)

All transactions and appointments are logged automatically in the client’s record—no double entry required.

Who It’s For

Solo clinicians tired of Calendly + PayPal chaos

Nonprofits needing automated grant-backed payment tracking

DEI consultants or group program leaders who send proposals

Multi-service teams offering therapy, coaching, workshops, and intensives

Who It’s For

Solo clinicians tired of Calendly + PayPal chaos

Nonprofits needing automated grant-backed payment tracking

DEI consultants or group program leaders who send proposals

Multi-service teams offering therapy, coaching, workshops, and intensives

Tier Access Table

FEATURE

CORE

PRO STACK

Systems

Architect

Smart Calendar

Invoicing

Text-to-Pay

Proposals & Estimates

Late Payment Automation

Core users can upgrade to unlock full invoicing, proposals, and payment automation features.
Explore Scheduling Tools Compare Billing Features by Tier See How MBM360 Streamlines Client Operations

Tier Access Table

FEATURE

CORE

PRO STACK

SYSTEMS

ARCHITECT

Smart Calendar

Invoicing

Text-to-Pay

Proposals & Estimates

Late Payment Automation
Core users can upgrade to unlock full invoicing, proposals, and payment automation features.
Explore Scheduling Tools Compare Billing Features by Tier See How MBM360 Streamlines Client Operations