Consulting firm management system

Clients book, pay and get the meeting link, without a single message from you.

In-person or remote sessions based on each consultant's availability, fees paid before the session, and quotes and approved invoices for corporate clients.

The challenge

Three problems every consulting firm owner knows, and a fix for each.

  • Scheduling takes longer than the session

    Messages back and forth to find a time, then the meeting link, then the reminder.

  • Chasing fees after the session

    The session is over and the transfer hasn't arrived, or the client didn't show up and didn't pay.

  • Corporate clients ask for paperwork

    A quote before the agreement, and an approved tax invoice after it.

How it works

Here's how a customer's order reaches your office, step by step.

  1. 1

    They pick the consultation and consultant

    From your online store: the duration, price and session format, in person or remote.

  2. 2

    Answers booking questions

    Questions you add to the service, so the consultation topic arrives with the booking.

  3. 3

    They pay the fee or a deposit

    With mada or Apple Pay, in installments with Tabby and Tamara, or by bank transfer that you confirm.

  4. 4

    They get the confirmation and link

    For remote sessions, a Google Meet link is created automatically and sent with the reminder.

  5. 5

    They book the next session

    From a session package they bought upfront, or after a message from an automated sequence.

Capabilities

The tools that run your office every day.

  • Remote sessions

    An automatic Google Meet link for every remote booking, with the confirmation and reminder.

  • Quotes

    For corporate clients: a quote by link, approval, then an order.

  • Approved invoices

    E-invoicing (Phase 2), with integrations for Wafeq, Qoyod and Daftra.

  • A profile for every customer

    Sessions, payments, notes and attachments on one page.

Setup and connections

Set up your firm before the first session.

  • A calendar for each consultant

    Working hours and time off for each consultant, with their bookings shown in Google Calendar (one-way sync).

  • The remote meetings add-on

    Turn it on from "Add-ons you turn on when you need them" to create a Google Meet link for every remote booking.

  • Materials and courses

    Guides and templates downloaded after payment, and courses with limited seats, on Growth and Business.

Plan

Pick the plan that fits your office.

Appointment booking, online payment and payment links are available on every plan. Quotes, e-invoicing, installments and digital products are on Growth and Business, and they're usually what a firm serving companies needs.

  • Lite
  • Growth
  • Business
Compare plans

Consulting & professional services

Questions consulting firm owners ask.

Does the client pay before the session?

Yes, in full or as a deposit based on your booking rules, with a cancellation policy you set.

Can I offer remote sessions?

Yes. With the remote meetings add-on, a Google Meet link is created for every remote booking and sent to the client with the confirmation.

What if the appointment changes?

You change the time or consultant from the dashboard, or cancel the booking, and the client is notified automatically.

Can I sell a session package?

Yes. A package is a set of prepaid sessions at one price. Usage is tracked and its validity can be extended.

Does it work for a firm with more than one consultant?

Yes. Each consultant has their own schedule and sees their bookings in the Mahjoz app, and their commission is calculated if they work on a percentage.

Sell anything.Run everything.Grow every customer.

  1. WebsiteFor your customers

  2. DashboardFor you

  3. Staff appFor your team

  4. POSFor your team

  5. Customer appFor your customers

See Mahjoz for consulting & professional services. We'll show you how it works as it would in your business, from the first order to the invoice.

  • Free demo
  • No commitment
  • No commission on your sales

+966 58 150 4066 · info@mahjoz.io