Up and running in an afternoon

Create your account, add your business name, logo, and timezone. Your branded workspace is ready in under 2 minutes.

• Customize your business profile and branding
• Set your timezone and currency
• Upload your logo for client-facing documents

Link your Stripe account through Stripe Connect. This lets you invoice clients and receive payments directly to your bank account.

• Stripe Connect Express — setup takes 5 minutes
• Payments go directly to YOUR bank account
• TranscendentAI charges a small 5% platform fee
• Accept credit cards, debit cards, and ACH bank transfers

Add clients manually or import from a CSV. Each client gets a profile with contact info, notes, tags, and custom fields.

• Bulk import from CSV (export from your current tool)
• Client profiles store everything: contact info, history, documents
• Tag and segment clients by service type, status, or custom criteria

Build contract templates and intake forms, or let AI generate them for you. Send to clients via a shareable link — they sign electronically.

• Pre-built templates for coaching, consulting, and service agreements
• AI generates contracts from a description of your services
• Clients sign electronically — legally binding with timestamp + IP
• Intake forms with drag-and-drop builder or AI generation

Define your availability and session types. Share your booking link on your website, email signature, or social media. Clients book directly.

• Set weekly availability by day and time slot
• Define session types with duration, price, and buffer time
• Shareable booking link — embed on your website or share anywhere
• Automatic reminders via email and push notifications

Each client gets a branded portal login. They can view contracts, pay invoices, book sessions, fill forms, and message you — all in one place.

• One-click invitation sends a magic link to your client
• Clients see their contracts, invoices, appointments, and documents
• Clients can book sessions, pay invoices, and upload files
• Your branding throughout — clients see your business, not ours

Use AI to generate intake forms, summarize session notes, draft follow-up emails, create proposals, and get a daily action plan every morning.

• AI Intake Form Generator — describe your service, get a complete form
• AI Session Summarizer — paste notes, get structured summary with action items
• AI Follow-up Drafter — references specific session details
• AI Daily Action Plan — morning brief of tasks, follow-ups, and sessions