As a freelancer, do you constantly jump between apps as you go through your to-do list?
You probably do everything, from marketing and sales to development, design, and accounting. Don’t have an assistant and don’t want to hire anyone. You also use many tools and apps for each activity.
Well, that is a challenge many freelancers and solopreneurs have been dealing with for years. They have more work than anyone else and more freedom to finish it. Therefore finding productive and efficient tools to manage their business is more critical than ever.
So, if you are a SaaS consultant, web developer, coach, health expert, and so on, Workee is an all-in-one solution designed for self-employed people like you to manage their businesses.
This review will explore the features and functionality of this platform, as well as provide some tips for getting started.
Features of Workee
Workee is a website builder designed for freelancers and professionals who work on an appointment basis. It offers many features, including a website builder, scheduling options, client management, payments and invoicing, and integrations with other tools.
But what features distinguish Workee from other apps?
Let’s discuss each feature in more detail:
No-code website builder
Workee offers a pre-designed all-in-one business management solution that enables you to create a professional page without technical knowledge. You don’t need to know how to code to use it. It’s user-friendly and comes with a booking and payment system built-in. With this tool, you can run your business smoothly, sell your services, and get paid all in one place without needing any additional integrations.
To give you an idea, here is the page of one of Workee’s cofounders.
Once you click the “Book Me” button, your appointment will be scheduled as follows.
In the image above, the client was able to schedule their appointment without any charges. However, you have the option to charge for your services or appointments. Workee offers various payment alternatives, which we will discuss later.
Also, the page includes various components such as forms, hints, and tips. Here is an example of a pop-up form that appears when you click the “Ask me a question” button.
To make your landing pages more personalized, you have the option to include branding elements like logos, colors, and fonts. Additionally, there are sections where you can showcase your skills and expertise to encourage visitors to take action. Take a look at this example for reference.
Consider it an online resume with the features you need to improve your marketing and sell your services.
Manage booking and scheduling
Workee allows you to make appointments, schedule meetings, and share your calendars with others.
You can easily set your availability by choosing your preferred days and times. The process is simple and easy to understand. To help you visualize the scheduling process, we have included a screenshot for your reference.
Additionally, you can create timeslots for meetings with specific clients, such as scheduling sessions with individual students at designated times if you are an online teacher.
Workee also provides payment options such as free, paid, and discounted sessions. The screenshot below shows how to set your session fees.
Managing your appointments and meetings is easy. You can adjust the time, arrange a new session, or cancel or reschedule. Here’s an example of how you may want to proceed.
In addition, you can include notes for every session through the Workee app, as illustrated in the picture below.
Finally, the platform offers a built-in video calling feature called Workee Videos. You can either use this or integrate other video conferencing options such as Zoom and Google Meet. The best part is that it can also send invites and sync with your calendar, all in one convenient location.
Here’s a screenshot of the video conferencing options available on Workee..
All this allows you to stay organized and on top of your work.
Manage clients
Workee offers three distinct methods for adding clients to work with. First, manually enter their information, such as their name, email address, and other contact information, such as work addresses, social media accounts, and so on.
The second method is to synchronize your contacts from your Google account. This will enable you to have all your content and view your meetings from Google Calendar. You may also use Google Meet as a video call provider.
Here’s a screenshot of adding clients using these two approaches.
The Workee automated method is the third option. When a client books you for the first time, Workee will automatically add them to your account. You can modify the client’s details anytime.
Connect payments to get paid directly
With Workee, you can easily automate your payment processes, sell your services, send invoices, and receive payments in one place. It’s a simple process – when a visitor books a paid meeting on your website, they will be directed to a payment page where they can enter their payment details and complete the transaction.
Take a look at this snapshot of the payment page a client is redirected to once they click “Book me” and fill in all the required details.
Also, here is a screenshot where the client will be directed to enter his payment information and make a quick payment.
Money will be deposited into your card or account right away. Additionally, the meeting will show up as scheduled and paid for on your Workee dashboard.
To receive payments, you only need to connect to Stripe or PayPal. Here is the page where you will set up your payment methods.
This way, you don’t have to worry about chasing down payment or waiting for a check in the mail.
Pricing of Workee
Workee offers a free Starter plan with no commission or user fees. The Pro version is currently in beta and available for free.
The free plan (Workee Starter) still provides all the necessary tools for managing an online business, including booking and scheduling tools, client management, and invoicing systems.
The pro plan promises efficient features such as multiple website themes, custom domains, advanced SEO, group and video calls, and recurring sessions.
This will make it suitable for startups and advanced freelancers.
Workee: Pros and Cons
There are various task, project, and social media management tools available. However, no technology is suitable for all companies or teams.
Workee is no exception. Here are some of the pros and cons of Workee at this time.
Pros
- Free to use, with a simple and intuitive interface
- The basic template has all the features needed to start a business
- Enough integrations to do an appointment business (Google, Zoom, Stripe, and PayPal)
Cons
- It lacks analytics like the number of visits and interactions with clients.
- It does not provide a payment expectation for the pro plan.
In Closing
Workee is a simple yet effective business management tool. It helps you manage and grow your business by offering a centralized tool for managing time and tasks, sending invoices, and tracking payments.
With Workee, you can easily manage your company and broaden your network, regardless of whether you’re a freelancer, consultant, or job-seeker. This platform enables you to save time, money, and grow your business.
