Empower your Clients to Book with your way.
Create custom workflows, calendars, and booking forms in minutes. Embed them anywhere. Let clients schedule you with ease.
For Small to Medium Enterprises
Over 2+ million teams rely on Xerp to collaborate and get work done.
What is XERP Opsy?
XERP Opsy is your all-in-one service automation and client booking platform. Whether you’re a freelancer, coach, agency, clinic, or service provider-you can create personalized workflows, manage your calendar, and let clients book appointments right from your website.
Custom Calendars
Define your availability, breaks, and time slots. Integrate with Google Calendar / Outlook (optional).
Visual Workflow Builder
Drag-and-drop steps like form input, confirmation, email/SMS notification, and payment. Condition-based logic (if/else), branching paths, and redirect support.
Embed Anywhere
Generate a “Book Appointment” button with embed code. Show your entire booking flow in a popup on your website or landing page.
Backend Dashboard
See all client bookings. Track form completions, upcoming meetings, and no-shows. Export leads and appointment data.
Secure & Reliable
Fully encrypted workflows, GDPR & data privacy compliant, Built-in spam protection.
Plans & Pricing
1 Workflow, 1 Calendar, 50 Bookings/month, Unlimited workflows, calendars, advanced form logic.
Security You Can Trust
Your data-and your clients’-is protected with enterprise-grade security from day one.
End-to-End Encryption
All form submissions, workflows, and payment data are encrypted in transit (TLS 1.3) and at rest using industry-standard AES‑256.
Role-Based Access Control (RBAC)
Manage who on your team can access workflows, booking data, and payments. Grant permissions only where needed.
GDPR & Privacy Compliant
We follow global data protection standards, including GDPR and CCPA. You have full control over your customer data with tools to export or delete it anytime.
Frequently Asked Questions (FAQ)
Can I embed the booking form on any website?
Yes! You can generate an embed code or a popup button script that works with any website-WordPress, Wix, Shopify, Webflow, custom HTML, and more.
Can I sync my calendar (Google/Outlook)?
You can sync external calendars to avoid double bookings and keep everything in sync automatically.
Are payments processed securely?
Absolutely. We use Stripe and PayPal, both of which are PCI DSS compliant. Your clients’ payment info never touches our servers-it’s handled securely by those providers.
Can I customize the workflow form steps?
Yes. You can build multi-step workflows with conditional logic, branching, required fields, file uploads, and more-fully customizable to your service process.
Is this suitable for agencies or teams?
Definitely. With team accounts, you can create workflows for different team members, manage separate calendars, and track bookings per user or service.
All teams love Xerp
Teams love how Xerp helps them get things done efficiently.
But don’t take our word for it, hear it directly from them.
5/5
“XERP has completely transformed how our teams collaborate. We now have seamless
communication and efficient workflows, making project management effortless.”
5/5
“Managing projects across different departments has never been easier! XERP helps us
stay on track, ensuring productivity and transparency in all our operations.”
5/5
“With XERP, our team can now focus on what matters most. The platform provides us with
real-time insights, automation, and collaboration tools that streamline our work.”
Ready to Take Your Projects
to the Next Level?
Experience smarter planning, seamless execution, and real-time insights with Xerp. Sign up today and transform the way you manage projects-faster, better, and smarter.