The account remains coherent
Calls, invoices, agreements, and notes stay anchored to the same client record.
Retainers
How to Run Retainers Without Losing Track of the Account
Retainers are usually simple in principle and messy in practice. The account stays open for months, but the context around it drifts across invoices, calls, and notes.
Built for repeat-client businesses that need booking, payment, and follow-through connected.
HeyPond
Retainers
Today
Everything connected
The account remains coherent
Recurring work feels easier to manage
Billing and delivery stay closer together
BookingConnected
PaymentsBuilt in
Client contextOne record
One place for the repeat-client workflow.
Recurring work feels easier to manage
You are not constantly stitching together the account context before each touchpoint.
Billing and delivery stay closer together
The account history makes commercial and delivery decisions easier.
How Retainers works
Set up the recurring offer or retainer agreement.
Keep this step close to the same client record.
Schedule the recurring work and invoice through the same system.
Keep this step close to the same client record.
Keep notes, sessions, and billing on one account record.
Keep this step close to the same client record.
Use reminders or portal visibility to keep the relationship moving.
Keep this step close to the same client record.
"Retainers work best when the client relationship is the center of the system, not just the invoice schedule."
Repeat-client business owner
Retainers
HeyPond vs the old way
FeatureThe old wayHeyPond
BookingSeparate toolConnected
PaymentsSeparate dashboardBuilt in
Client contextInbox and notesOne record
Next stepsMemoryVisible
Questions? Answers.
How long does it take to set up?
Most teams can start with the basics quickly: add offers, set availability, connect payment, and invite active clients first.
Is there a free trial?
You can start free and set up the core workflow before deciding how far to roll it out.
What payment methods are supported?
HeyPond uses Stripe for online payments. Available payment methods depend on your Stripe account, country, and checkout settings.
Can I cancel anytime?
Yes. HeyPond is designed for independent professionals who need flexibility as their practice changes.
Ready to simplify retainers?
Retainers work best when the client relationship is the center of the system, not just the invoice schedule.
Start freeor book a demo