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Solutions · Wellness
For wellness businesses who need intake, packages, and follow-through.
From discovery forms to signed programs, recurring plans, and client billing, Cornerspot gives wellness and coaching businesses one system for onboarding and ongoing client relationships without juggling a separate portal or invoice app.
Built for programs, client intake, and recurring plans · $49.99/mo flat
Program · PKG-11
$450 starter program
Agreement signed and kickoff billed
SIGNED
Plan · Monthly
Wellness coaching membership
Portal, payments, and support are active $149/mo
The way it is
You shouldn't need one app for intake and another for every paying client.
Wellness businesses often collect intake in one tool, signatures in another, and billing somewhere else entirely. Cornerspot ties the onboarding and ongoing plan together.
Squarespace
For the public site
$23/mo
Typeform
For long intake questionnaires
$29/mo
DocuSign
For program agreements
$25/mo
QuickBooks
For invoices + payment history
$60/mo
Mailchimp
For client follow-up
$39/mo
Cornerspot replaces the lot
$49.99/mo
Save ~$125/mo
From intake to ongoing plan
Form → agreement → package → portal — without losing the client context.
- 01
A client fills out the intake form
Collect consultation, onboarding, or discovery answers through branded forms that create or update the contact record automatically.
- 02
You review fit and build the offer
Keep notes, answers, and the account history in the CRM so your intake process is not split between forms, inboxes, and spreadsheets.
- 03
The client signs the program agreement
Send the service agreement or coaching program for signature and keep it tied to the same record you will bill and support later.
- 04
Packages and ongoing plans bill from one place
Starter programs can invoice once, while ongoing coaching or membership plans can move onto recurring subscriptions with auto-pay.
- 05
Clients return to the portal for billing and help
Invite clients into the portal to review invoices, update payment methods, and send support questions instead of restarting the relationship in email every month.
Built for coaching and wellness
The wellness features that keep client follow-through organized.
Intake forms with long-answer context
Capture the questions, goals, and onboarding details your team needs, then keep those answers attached to the contact record.
Programs and agreements sent for signature
Keep signed program terms attached to the same account you use for billing, renewal, and ongoing support.
Packages now, recurring plans later
Handle one-time program billing and recurring coaching or membership plans inside the same customer lifecycle.
Client portal for invoices and payment methods
The portal gives clients a clean self-service place for billing tasks instead of making staff answer the same payment questions repeatedly.
Site, forms, and chat share one data layer
Run the public site, lead forms, and live chat on the same platform that stores the client account and billing record.
Invite-only access for high-trust relationships
Portal access is invite-managed, which is a better fit than public self-signup when you are working with paying clients and active programs.
From a coaching business
“The intake form used to disappear into email, and billing lived somewhere else. Now the program starts, gets signed, and keeps billing from one client record, which makes the relationship feel much more intentional.”
Switching questions
Wellness questions, answered.
Still curious? Email hello@cornerspot.com — a real person reads these.
Can I use long intake forms and custom fields?
Yes. Cornerspot forms support standard contact fields and custom fields, so you can capture the intake details your process actually needs.
Can I bill one-time packages and monthly plans together?
Yes. One-time invoices and recurring subscriptions can both exist on the same client account.
Can clients manage payments through the portal?
Yes. Clients can review invoices, saved payment methods, and subscription-related billing tasks inside the portal.
Can I keep the website and portal branded as my own?
Yes. The website supports custom domains, and the portal supports branded hosts and tenant-level branding.
Is Cornerspot designed for HIPAA-regulated or clinical workflows?
No. The service is not tailored for HIPAA-regulated use, so this page is a better fit for coaching, wellness, and non-clinical service businesses than for regulated medical operations.
Built for wellness businesses that want cleaner client follow-through.
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