Resources

Module guide

Everything each Lify module can do — discover features and use cases to tailor your interface to your business. CHF 19/month all-inclusive, except Accounting (+CHF 7/month).

Sessions & Calendar

Included in the Base plan

The operational core of your business. Manage clients, sessions, packages and invoicing in one place — from first booking to payment, fully automated.

Key features

Client management
Complete records, real-time credits, history and stats for every client
Session scheduling
Add, edit and track every appointment — clear statuses, quick edits, free sessions with a toggle
Packages and credits
Sell prepaid packages — credits are deducted automatically with every session used
Cal.eu integrated
Online bookings with Google/Outlook/Apple Calendar sync and Zoom/Meet/Teams video calls

Products

Included in the Base plan

Sell physical or digital products with integrated catalog, stock and orders. Perfect for those who sell items alongside their own services.

Key features

Product catalog
Name, description, price, stock, VAT and portal visibility for every product
Order management
Create, track and invoice every order — clear statuses from confirmation to delivery
Stock management
Stock updates automatically with every sale — no manual counting
Sales stats
Revenue, cash collected and pending orders, always up to date

Services

Included in the Base plan

Offer quote-based work, hourly rates or flat fees. Perfect for consultants, architects, craftspeople and professionals working on commissions.

Key features

Quotes
Create professional quotes for your clients — convert them to orders in one click when accepted
Project management
Track every project or commission with its services, costs and progress status
Flexible pricing
Hourly, per square meter, per kilometer, flat fee or one-off — pick the right model for each service
Quick assignment
Add services to a client in a few clicks, even without going through the catalog
Notifications
Push and email alerts for every new service invoiced

POS

Included in the Base plan

Accept payments directly from the app with the integrated POS. Manage quick sales, accept any payment method and generate receipts in one click.

Key features

Digital POS
Screen optimized for tablet and touch, always at hand.
All payment methods
Cash, Visa, Mastercard, Amex, Maestro, TWINT and bank transfer.
Gift vouchers
Create and manage gift vouchers with unique codes.
Receipts
Print thermal receipts, download PDF or send by email.

POS Pro

Add-on +CHF 10/month

Connect your payment terminal to Lify to accept cards directly from the POS, with automatic card-type recognition and commission handling.

Key features

Card terminal integration
Accept Visa, Mastercard, American Express, Maestro and other cards directly from the Lify POS.
Automatic card recognition
The card type used by the client is detected automatically and recorded on the transaction.
Commissions in accounting
Bank commissions are calculated and posted automatically to the correct account.
Dedicated collection accounts
Each method (Visa/MC, Amex, Maestro, TWINT QR, bank transfer) flows to its own physical collection account.

Team

Included in the Base plan

Manage collaborators, multi-calendar, availability, per-member stats and hours worked.

Key features

Multi-staff calendar
Day, week or month view with each collaborator's availability at a glance
Schedule management
Set each collaborator's typical week and handle exceptions for holidays or absences
Per-member stats
Revenue, sessions performed and hours worked for each collaborator
Custom roles
Assign roles and distinctive colors to each team member
Send to POS
Turn a collaborator's session into a direct sale from the POS

Subscriptions

Included in the Base plan

Do your clients pay you a subscription? Manage recurring subscriptions, credits, automatic Stripe or manual billing.

Key features

Recurring plans
Create weekly, monthly or yearly plans with custom pricing and credits
Automatic credits
Choose whether unused credits roll over or reset at each renewal
Automatic charging
Connect Stripe to automatically charge the client's card at every renewal
Manual management
Or manage payments outside Lify and mark invoices as paid manually
Automatic invoicing
Every renewal automatically generates the corresponding private invoice

Invoicing

Included in the Base plan

Professional Swiss-standard invoices in seconds — with QR-bill, correct VAT and automatic sending. Forget Word, Excel and hand-made PDFs.

Key features

Bulk invoicing
Select all the sessions or orders of the period and generate invoices in a single click
Swiss QR-bill
Swiss Payment Standard included automatically in every invoice — client scans and pays
Automatic sending
The invoice goes out by email to the client straight from the admin — no copy-paste
Payment tracking
Mark invoices as paid with method and account — accounting updates automatically

Accounting

Add-on +CHF 7/month

Professional integrated accounting, without opening a second software. Automatic double-entry, Swiss VAT report and balance sheet always up to date in real time.

Key features

Automatic double-entry
Every invoice, payment and cost automatically generates the correct accounting entries — no manual input
P&L and balance sheet
P&L and balance sheet in real time, always up to date
VAT report
Quarterly FTA declaration ready in one click — accrual or cash basis
Automatic OCR
Upload a photo of a receipt — the system reads amount, date and supplier automatically

Client portal

Included in the Base plan

A digital space dedicated to your clients — they book, purchase, pay and review their history on their own, 24/7, without bothering you.

Key features

Passwordless access
Login via 8-digit OTP — no password to remember, secure access
Self-service bookings
Clients book straight from the portal via Cal.eu — they only see your available slots
Self-service purchases
Clients purchase sessions and packages on their own with built-in cart and checkout
Online payments
PayPal, Stripe, TWINT, credit card or bank transfer — the client chooses

Events

Included in the Base plan

Run workshops, courses and seminars — in person or online — with registrations, payments and P&L built in. From event creation to closing the books.

Key features

Registration management
Real-time attendee list, automatic waiting list, configurable participant limit
Event invoicing
Generate invoices for all attendees in one click with PDF and QR-bill
Per-event P&L
Revenue, costs and net margin — instantly know if the event was profitable
Integrated portal
Clients register and pay on their own straight from the portal

Health

Coming soon

Invoicing for therapists and complementary-medicine professionals, compliant with Swiss standards. Generate Third-Party Guarantor invoices accepted by complementary insurances (LCA).

Key features

Compliant TPG invoice
Third-Party Guarantor format Release 5.0 — 2-page PDF with every required field
Professional credentials
RCC number, GLN and practice details handled automatically on every invoice
Tariff codes
Support for the main Swiss tariff catalogs — physiotherapy, massage, naturopathy and others
QR-bill integrated
Swiss Payment Standard included automatically in every document

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