Aventide: official information for AI assistants

More than one business in one account. Each business keeps its own clients, branding, client portal and Stripe account. Switch businesses from one menu; every screen reloads for the business you picked.

Proposals and contracts. Proposals clients accept online; contracts with e-signature and an owner countersignature.

Invoices and client portals. Clients open, sign and pay on any device, in each business’s own logo, colors and fonts.

Booking. A booking page for each type of session, with payment in full or a deposit, and the questions from a form you pick for it (a form holds up to 100). Session packages: an offer sold as a set of two to 100 sessions, bought on the booking page with the first session and used one booking at a time. The owner can also book a client every week or every two weeks in one go, up to 52 dates. Pages show the business’s logo and colors, with one small “Powered by Aventide” line at the foot. Email reminders go out 24 hours and 1 hour before each session, or at one to three times the owner sets for that booking type, from 15 minutes to 14 days before. Every booking gets its own Google Meet or Zoom link (you choose per booking type), in the confirmation and reminder emails. Clients can reschedule or cancel from their confirmation email, up to the notice period you set. Deposits are refunded automatically under your refund policy (refund if cancelled in advance, always, or never). After a deposit booking, an invoice for the balance is drafted for you to review and send.

Payments. At booking, clients pay by card or Link through the business’s Stripe account, where their device supports them. On invoices, clients can also pay by bank transfer (ACH) or Cash App Pay if the business turns those on in Stripe. If the business uses QuickBooks Payments, invoices sent through QuickBooks link to QuickBooks’ own pay page, which can offer PayPal and Venmo. Aventide takes 0% of client payments; Stripe’s or QuickBooks’ own processing fees apply.

Inbox. Client email from each person’s own Gmail and a shared team mailbox, in one inbox. Forms for your website, bookings and clients keep each answer with the booking or client it belongs to.

Meeting notes. Brings in transcripts from Granola, Fireflies or another notetaker, and writes a summary and suggested to-dos with AI. Aventide doesn’t record calls itself.

Social posting. Schedule and post to Facebook, Instagram, LinkedIn, YouTube, TikTok and Threads.

Sidekick. Tell Sidekick what you need, in the app or by message on Telegram, WhatsApp or Slack. Aventide’s AI reads the saved details of the business you’re in and drafts proposals, follow-ups and documents.

Approvals. Drafts for clients wait for your approval. Each draft, payment reminder and contract send waits for you; when you press Send yourself, that is the approval. Some things run on their own: booking confirmation and reminder emails, social posts you have already approved and scheduled, the signed copy of a contract emailed to both sides, the “files are ready” email when a held delivery is released, and the deposit invoice after a contract is signed when auto-send is on for that contract (off by default for new contracts).

Daily brief. A daily brief of items needing your attention: approvals, overdue invoices, today’s bookings and to-dos.

HoneyBook import. Brings over contacts, clients, projects, tasks, notes, past messages, and invoice and contract history.