New Booking, documents & payments — in one flow

The booking page
service businesses deserve

CaseVisit lets your clients book a visit, securely upload their documents, and pay online — all in a single, beautiful flow. Virtual meeting links and reminders included.

No credit card required Set up in minutes Secure & encrypted
app.casevisit.com/book
CaseVisit booking screen: choose a service and pick an available time slot
Appointment bookedTue, Jun 2 · 9:00 a.m.
Payment received$16.95 · via Stripe

Built for notaries, clinics, advisors & every visit-based service

Notary Public Legal & Tax Clinics Consultants Advisors
Everything in one place

One flow from first click to paid & ready

Stop stitching together a scheduler, a file inbox, and a payment link. CaseVisit handles the entire client visit, start to finish.

Online booking

Clients see real-time open slots and book in seconds. No phone tag, no double-bookings — availability updates the instant a spot is taken.

Secure file uploads

Collect IDs and documents up front with encrypted uploads tied to each appointment — so you walk in fully prepared.

Online payments

Get paid at booking through Stripe checkout. Charges are calculated from your services and line items automatically.

Virtual meeting links

Every appointment can include a Google Meet link and calendar invite, delivered automatically to you and your client.

Email & SMS reminders

Automated confirmations, calendar invites, and SMS/WhatsApp reminders keep no-shows down without lifting a finger.

Passwordless login

Clients sign in with a one-time email code — no passwords to forget, and the right person always sees their records.

How it works

Up and running in three steps

Share one link. CaseVisit guides your client through the rest — and hands you everything you need to deliver.

01

Pick a time

Clients choose a service and grab an open slot from your live availability — down to the minute.

02

Upload & pay

They securely upload required documents and pay online in the same checkout — no follow-up emails.

03

You're ready

You get the booking, files, payment, and a meeting link — all organized in your business portal.

See the product

A booking page clients actually enjoy

Clean, fast, and clear at every step. Here's what your clients experience.

Scheduling

Live availability, picked in seconds

Clients see exactly which days have openings and how many. They filter by morning or afternoon and lock in a time — with the full cost shown before they commit.

  • Day-by-day availability with open-slot counts
  • Morning / afternoon filtering & flexible intervals
  • Transparent pricing calculated from your services
Service selection and time-slot picker in CaseVisit
Easy to use time picker
Booking confirmation and secure document upload in CaseVisit
Documents secured
Documents & payment

Confirm, upload, and you're done

One tap confirms the appointment. Then clients drag in exactly the documents you need — each with clear file-type and size guidance — and everything stays tied to their booking.

  • Drag-and-drop uploads for IDs and documents
  • Per-document instructions, formats & size limits
  • Come back anytime — files attach to the appointment
For your business

Run every visit from one portal

Set your availability, then manage clients, appointments, files, and history in a workspace built for service teams.

Set availability

Define recurring and dated hours so clients only book when you're free.

Manage clients

Every client's appointments, documents, and history in one place.

Organized files

Uploaded documents stay attached to the right appointment, always.

Full history

Review past and upcoming appointments with detailed records.

1 link
Book, upload & pay in a single flow
0
Passwords for clients to remember
24/7
Self-serve booking, day or night
100%
Of files encrypted & tied to a booking

Give clients a visit worth booking

Launch your CaseVisit booking page today and turn scheduling, paperwork, and payments into one effortless step.