A connected client start
Booking, signing and payment in one client journey.
CroozLink helps professionals turn a clear service choice into the right next actions: a supported agreement, a paid or free appointment, and a guided path beyond the meeting. The client sees where to start and what happens next.
No card needed for the Pro trial. The Lawson example is a demonstration, not a customer result.
Illustrative client view from the public Lawson demo. You can open the live experience above.
How the path works
Four decisions. One understandable route.
Not every client needs every step. Put each action where it makes sense for the service you actually provide.
Choose the right starting point
Let visitors understand the service, scope, and next step before asking them to book or pay. A tailored CroozPath Finder can help when the choice is not obvious.
Sign when an agreement belongs here
A supported agreement can be part of a booking or document workflow. Use a suitable document and allow the client to review it before signing.
Collect a fee when the offer is clear
Paid bookings use a configured payment provider. A received payment and a confirmed appointment are separate outcomes, so an uncertain booking is not silently treated as complete.
Keep the next action connected
After booking, a supported CroozFlow can show requested information, review, replies, and what happens next. The client should not have to reconstruct the process from scattered emails.
What CroozLink is for
The client-facing work around the meeting.
A calendar slot is only one part of a professional relationship. CroozLink gives the visitor a public Work-With-Me destination and connects supported client actions so they can understand the offer, make a decision, and continue.
Use a public profile or shareable CroozFlow without replacing your entire CRM.
Keep supported client submissions and professional review attached to their step.
Connect eligible public experiences to an approved existing website through CroozLink Business managed setup.
CroozLink is not a full accounting, practice-management, or universal website-builder replacement. Start with the client path that needs to become clearer.
Buyer questions
What to check before you use it
Can clients book, sign, and pay through CroozLink?
Yes, in supported CroozLink workflows. CroozCal can connect booking to a supported agreement and payment. CroozFlow can guide additional client actions around the meeting. The exact order depends on how the professional configures the offer.
Is every CroozFlow signature a signed legal PDF?
No. A simple CroozFlow signature response is different from the signed-PDF and verification experience available through supported agreement workflows. Choose the appropriate agreement path for the document you need.
Do clients need another portal account?
The public client path does not require the client to create a conventional portal account. Participating in supported submissions, replies, or payment interactions uses verified email identity.
Can this work on an existing website?
CroozLink Business includes managed integration of supported public CroozPath Finder, CroozFlow, and CroozCal experiences into an approved existing website. It is not a universal self-service website plugin.
Let the client see how to start.
Build a Work-With-Me Link around the service you actually offer, then test it as a client before sharing it.
Try CroozLink free for 7 days