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Building in the open

Product roadmap

Everything that's live in ClientBranch today, what we're building next, and what's coming after. One platform to get booked, get paid, and grow.

Live now Building next Planned

Last updated 21 June 2026

Live now

Shipped, deployed, and running in your account today.

Live

Contacts

Searchable, sortable list with bulk actions
3-panel record: details, timeline, tasks & appointments
Custom fields and one-click CSV import
Saved, filtered smart lists you can reuse
Live

Tags

Reusable tag library across your whole account
Tag on a record, in bulk, or auto-tag from a form
Filter and build smart lists by tag
Live

Forms

Builder with 9 field types, mapped straight to contacts
Publish a hosted page or embed anywhere
Built-in spam protection
Live

Calendars & booking

1-on-1, service, and group / class calendars
Shared booking pages, buffers, notice & approval rules
Timezone-accurate public booking, embeddable
Live

Google Calendar sync

Conflict blocking so you're never double-booked
Connects per team member
Bookings pushed to Google automatically
Live

Tasks

Assign, set due dates, and add reminders
Optionally link any task to a contact
Syncs to the assignee's Google Calendar
Live

Email & reminders

Branded confirmations, reminders & approval emails
Automatic reminders in both timezones
Your sender name & reply-to on every message
Live

Dashboard

Live counts: contacts, new this week & published forms
Form submissions and open tasks at a glance
Recent contacts and open tasks side by side
Live

Business & Staff

Add staff with their own logins
Roles and per-module access control
Guided first-run setup for new accounts

Building next

In active development — the next features to land.

Building

Self-serve signup & billing

Pick a plan and start a 15-day free trial, no card
Stripe checkout with automatic plan upgrades
Trial reminders and easy cancel anytime
Building

Payments

Take deposits and payments at the time of booking
Powered by Stripe, in your currency
No per-transaction platform fees
Building

Conversations inbox

One inbox for texts and email
Threaded against the contact record
Facebook & Instagram DMs to follow
Building

Chat widgets

Embeddable chat bubble for your website
Captures new leads straight into your inbox
Replies threaded against the contact

On the horizon

Planned for upcoming releases. Order may shift based on what members ask for most.

Planned

Proposals & e-sign contracts

Send a quote, get it signed, and trigger the deposit — all in one flow.

Planned

Round-robin & team calendars

Distribute bookings across staff, or require several people on one slot.

Planned

Courses & memberships

Package your expertise into paid courses and recurring memberships.

Planned

Events & ticketing

Sell tickets to workshops and live events with zero per-ticket fees.

Planned

Social planner

Plan and schedule posts across your channels from one calendar.

Planned

Blog + AI writer

Publish SEO content with an AI assistant that knows your business.

Planned

Hosted website builder

A simple site on your own domain, wired to your booking and forms.

Planned

Reviews & Google Business

Request reviews automatically and manage your Google profile.

Planned

WhatsApp & social DMs

Bring WhatsApp and social messages into the unified inbox.

Planned

Companies & organisations

Group contacts under the businesses they belong to.

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ClientBranch The platform for people who get paid to show up.