One login. One bill.
One place for every customer.
SBM Portal runs your whole business: booking, invoicing, payments, your online store, and customer messaging, all from a single account. Whether you sell services, products, or both. Flat monthly pricing in Canadian dollars. No commissions, no per-staff fees, no surprises.
Good morning, Alex
Here’s your business today
Booking calendar
Visit history
Loyalty discount auto-applied: 10% off next visit
Invoice #INV-2026-0418
Issued Jun 24, 2026 · Due Jul 8, 2026
Sarah Kim
Paid online
Visa •••• 4242 · Jun 24, 2:34 PM
Good morning, Alex
Your business today
Booking calendar
Sarah Kim
Loyalty member since Jan 2025
14
Visits
$2,840
Spent
$203
Avg
Recent visits
Loyalty: 10% off next visit
Invoice #0418
PaidPaid online
Visa •• 4242
Built for small and medium businesses
The honest math
What you don’t pay with SBM Portal
Competitor pricing from their public pages, October 2026. SMS allowances vary by plan, and tenants can buy optional add-ons (gift cards, customer packages, memberships) on any plan.
Guided setup. Bookings by tonight.
Tell us about your business
A guided wizard walks you through services, hours, and your booking page. Most single-location businesses finish in an evening.
Connect payments and invite your team
Link your own Stripe or Square account. Staff invites are optional. Skip now, add later.
Go live
Share your booking link anywhere: your website, Instagram, Google Business profile. Bookings, invoices, and reminders run from there.
Tell us about your business
Step 1A guided wizard walks you through services, hours, and your booking page. Most single-location businesses finish in an evening.
Connect payments and invite your team
Step 2Link your own Stripe or Square account. Staff invites are optional. Skip now, add later.
Go live
Step 3Share your booking link anywhere: your website, Instagram, Google Business profile. Bookings, invoices, and reminders run from there.
Everything runs in one place.
Stop paying for five tools and copying data between them. Here’s what’s in your SBM Portal account, organized the way your day actually works.
Run the day
Appointment booking
Online booking page, staff schedules, and calendar views that handle multiple branches and time zones.
Waitlists
Fill cancellations automatically instead of leaving gaps in the day.
Customer records
Full history for every customer: visits, invoices, vehicles, pets, whatever your business tracks.
Get paid
Invoicing
Invoices built from the appointment, sent and tracked from the same screen.
Online & offline payments
Cards through your own Stripe or Square, Square Terminal on the counter, e-transfer, cash. All recorded in one place.
Estimates & quotes
Send a quote, get it approved online, convert it to an invoice without retyping a line.
Run the shop
Online store
Sell products from your own storefront page, with inventory that counts down as you sell.
Inventory management
Stock levels tied to orders, with low-stock alerts before you run out.
Grow
Email & SMS marketing
Reach your customer list from inside the portal. SMS allowance included on Growing and Established plans.
Reports & insights
Revenue, bookings, and staff performance, broken down by branch.
Payments
Your money goes straight to your bank account
Connect your own Stripe or Square account, including Square Terminal for in-person payments, and every dollar your customers pay goes directly to you. SBM Portal never holds your funds, never takes a cut, and never adds a markup to your processing rate. You pay Stripe or Square their standard rate and not a cent more.
E-transfer and offline payments are supported too, tracked in the same ledger.
If you ever leave, your payment accounts leave with you. They were always yours.
Beyond appointments
Sell more than time
Appointments aren’t your only revenue. Sell products from your online store, offer gift cards, and build recurring income with prepaid customer packages and memberships, all tracked against the same customer records and the same books.
Online store
Your own storefront page with guest checkout. Inventory counts down as you sell.
Gift cards
Sell them online, redeem them on invoices. Add-on.
Customer packages
Prepaid bundles that lock in repeat visits. Add-on.
Memberships
Recurring monthly revenue through your own Stripe. Add-on.
Gift cards, customer packages, and memberships are optional add-ons, priced separately so lower-tier plans stay cheap. Everything else on this page is in your plan.
Ready for what’s next
Bookable by AI assistants
Customers are starting to ask ChatGPT, Claude, and Gemini to book things for them. With guest booking enabled, an AI assistant can check your real availability and request a booking on your customer’s behalf. The customer confirms by email, and the appointment lands on your calendar. No app to install, no account required.
Your customer asks
“Book me a haircut Friday afternoon,” said to their AI assistant, not typed into a form.
The assistant checks your availability
It reads your real-time slots through a public, rate-limited feed and requests the booking with your customer’s name and email.
Your customer confirms by email
One click on a secure link and the booking is on your calendar. No click within 24 hours? The slot releases itself.
Optional per business. Turn it on in Settings → Appointments. Protected by captcha, rate limits, and email confirmation: bots can fill forms, but they can’t receive your customer’s email. Technical details for agents live at /llms.txt.
Works with the tools you already use.
Your accounting syncs to QuickBooks or Xero automatically. Messages go out through your own Twilio number. Payments settle into your own Stripe or Square account.
Stripe
Square
QuickBooks
Xero
Twilio
Google
Interac
Zoho Mail
Pricing
Fair pricing, in plain language.
Three plans, flat monthly rates, Canadian dollars. No commissions on your bookings. No per-staff fees hiding in the fine print. No setup fee. 14-day free trial on every plan, no card needed to start, and cancel anytime. Prices in CAD.
Solo
Perfect for solo operators just getting started.
- 1 Location
- 1 User
- 10 Services/Products
- 100 Bookings/Orders
- Standard Reporting
- Sub-domain
- Payments
- Email support
Growing
For growing businesses with a small team.
- 2 Location
- 15 User
- 50 Services/Products
- 1000 Bookings/Orders
- Custom onboarding
- Advance Reporting
- Priority Support
Established
For established shops managing multiple locations and staff.
- 3 Location
- 25 User
- 500 Services/Products
- 10000 Bookings/Orders
- Custom onboarding
- Bring your own domain
- Bring your own Stripe
- Dedicated support
Built for your industry
One platform. Every business.
Auto repair
Repairs, inspections, estimates. Track every bay, every job, and every invoice.
Salons & spas
Stylist scheduling, color services, walk-ins. Your chair, your calendar.
Pet grooming
Breed-specific services, vaccination tracking, recurring bookings.
Home services
On-site visits, estimates, deposits. Manage the job from quote to invoice.
Health & wellness
Chiropractors, physio, massage, dental. Manage patient bookings and records.
Fitness & training
Personal trainers, yoga studios, gyms. Class schedules and private sessions.
Cleaning
Residential and commercial. Crew scheduling, recurring bookings, service areas.
Professional
Consultants, accountants, lawyers, coaches. Billable hours and client bookings.
Frequently asked questions.
How long does setup take?
How do payments work?
Is it available in French?
What's not included in the plans?
How much does SMS cost?
Can I cancel anytime?
Is my data secure?
Can you help me move from my current tool?
Request a demo
See it for yourself.
15 minutes. We’ll show you how it works for your specific business. No hard sell, zero pressure.
Start free trial