How Invatechs Built BookAndConnect: An Uber-Like Platform for Coaches, Advisors & Experts

Ilya Chubanov
Jul 29
6 min read

Independent professionals are the backbone of the knowledge economy. Life coaches, financial advisors, therapists, personal trainers, and tutors empower their clients every day. Yet, the tools they use to run their businesses often hold them back. They are stuck in a cycle of digital duct tape—patching together Zoom for calls, Calendly for scheduling, PayPal for payments, and a spreadsheet for client management. It’s a clunky, time-consuming, and unprofessional process that leaks revenue and creates friction for clients.

What if there was a single, elegant solution? A platform that combined scheduling, communication, and billing into one seamless experience. This was the vision behind BookAndConnect, a revolutionary platform that provides professionals with the tools to monetize their expertise effortlessly.

Smiling woman on video call shown on a smartphone, surrounded by icons and photos of diverse people. Purple and green theme with vibrant mood.

This is the story of how Invatechs, a custom software development company, partnered with the founders of BookAndConnect to engineer this solution from the ground up. It’s a look under the hood at how an Uber-like platform for experts is built, providing a blueprint for any business looking to create a similar, game-changing service.

The Problem: The Digital Chaos of the Modern Expert

Before BookAndConnect, the daily workflow for a typical online consultant was a study in inefficiency. Imagine a life coach’s routine:

A potential client finds them on social media and sends a DM.
The coach replies with a link to their Calendly.
The client books a time, triggering a series of emails.
The coach manually creates a Zoom link and sends it to the client.
Then, they create an invoice using separate invoicing software for consultants and send a payment link.
They hope the client pays before the session.
After the session, they have to manually log the time in a spreadsheet that serves as a makeshift crm for life coaches.

This fragmented process is a universal problem across countless industries. A therapist needs a HIPAA-compliant video software to ensure patient privacy, but their scheduling tool might not be compliant. A personal trainer uses the best online personal training app for workout plans, but has to chase payments separately. A business consultant needs robust time tracking and billing software for consultants, but it doesn’t integrate with their video call platform.

This reliance on multiple, disconnected tools creates several critical issues:

Time Drain: Hours are wasted every week on administrative tasks instead of billable client work.
Revenue Leakage: The friction in the payment process leads to unpaid invoices and lost booking opportunities. There’s no easy way to monetize video calls on a per-minute basis.
Poor Client Experience: Clients are forced to juggle multiple links, emails, and platforms, which undermines the professional’s credibility.
Lack of Centralization: There is no single source of truth for client history, communication logs, and billing records. This makes effective life coaching client management software impossible.

The market was saturated with point solutions but lacked a true, all-in-one platform like Zoom for paid sessions that was built specifically for the independent expert.

The Vision: A Unified Platform to Sell Consultations Online

Man and woman video chatting; man waves with headphones on, woman smiles. Purple background with call icons and a notification bell.

The founders of BookAndConnect saw this gap clearly. They envisioned a single platform where an expert could manage their entire online practice. It would be a dedicated paid video call platform that handled everything from the first contact to the final payment.

They came to Invatechs with a clear set of core requirements:

Integrated Scheduling: A smart calendar system that syncs with an expert’s availability, allows clients to book instantly, and handles time zone conversions automatically. This would be the foundation of the appointment scheduling software for consultants.
Built-in Communication: A secure, high-quality channel for text, audio, and video sessions directly within the platform. No more external links.
Flexible Monetization Engine: This was the killer feature. The platform needed to support both pre-paid session packages and, crucially, per-minute billing. This would provide the ultimate flexibility and serve as the core of the time and billing software for consultants.
A Centralized Dashboard: A command center for the expert, combining client management, session history, financial reporting, and communication tools into one intuitive interface—the ultimate life coach management software.

The goal was to create a saas for monetized communication that was powerful for the professional and effortless for the client.

The Invatechs Solution: Engineering the BookAndConnect Experience

Building a platform as ambitious as BookAndConnect required more than just coding. It demanded a deep understanding of the business logic and user needs. The Invatechs team broke down the project into four key engineering pillars.

Pillar 1: A Scalable and Compliant Core Infrastructure

A platform handling payments and sensitive conversations cannot be built on a shaky foundation.

People using phones in colorful circles on a purple background, icons of headphones, cameras, and messages around, creating a lively mood.

Technology Stack: We chose a modern, scalable tech stack capable of handling thousands of concurrent video streams and transactions without compromising performance. This ensures the scalable video chat infrastructure is reliable from day one and can grow with the user base.
HIPAA Compliance: Recognizing the platform’s potential in the wellness and healthcare space, we engineered the video component to be fully HIPAA compliant. This involved end-to-end encryption, strict access controls, and the ability to sign Business Associate Agreements (BAAs). This feature alone makes the platform a viable online consultation software for doctors, a telehealth speech therapy software, or a tool for any therapist needing HIPAA-compliant meeting platforms. It immediately sets it apart from generic video tools, where most video conferencing software is not HIPAA compliant.

Pillar 2: The Monetization Engine for Per-Minute Billing

The ability to sell consultations online with per-minute billing was the platform's most complex and valuable feature. It’s what truly makes BookAndConnect an Uber-like platform for experts.

Dashboard interface on a purple background shows earnings, transaction list, and rate details. Line graph indicates upward trend.

Real-Time Tracking: We built a sophisticated session timer that integrates directly with the video and audio call functions. The system precisely tracks the duration of each billable interaction.
Secure Payment Integration: We integrated Stripe Connect to handle all payment processing. This allows experts to securely connect their own bank accounts for direct payouts, while the platform manages the transactions, invoicing, and per-minute calculations in the background. This turns the platform into a powerful billing software for consultants.
Automated Invoicing: At the end of a per-minute session, the system automatically calculates the cost, charges the client’s pre-authorized card, and generates a detailed invoice consultant can send to their client. This eliminates manual invoicing and payment chasing completely.

Pillar 3: A Communication Hub, Not Just a Video Tool

We understood that to be the best life coaching software, the platform needed more than just a video feed. It needed to be a complete communication environment.

Multiple smartphone screens display a psychic app interface featuring user profiles, horoscope information, and chat options against a purple backdrop.

Multi-Modal Communication: The platform supports high-definition video, crystal-clear audio-only calls, and instant messaging, giving experts and clients the flexibility to connect in the way that best suits them.
In-Session Tools: Features like file sharing (for sharing worksheets or reports), screen sharing (for presentations or technical support), and session notes were built directly into the interface.
White Label Potential: The underlying architecture was designed as a white label communication solution. This means the entire platform, from the video calls to the billing, can be rebranded and sold as a private label ucaas, allowing other businesses to launch their own branded consultation platforms without building from scratch.

Pillar 4: A Dual-Sided User Experience

A successful platform must serve two sets of users perfectly.

For the Expert: The dashboard is their business headquarters. It acts as a powerful client session management tool, showing upcoming appointments, client history, earnings reports, and availability settings. They can easily set their per-minute rate or create fixed-price packages.

For the Client: The experience is seamless. They visit an expert’s public profile, see their availability, choose a session type, add their payment information once, and connect at the scheduled time—all within the same browser window.

Bell icon with three session alerts: Voice, Chat, Video. Dates, times, and "Jenny Wilson" text. Background in purple and green.

Adapting the Framework for Any Niche

The robust framework of BookAndConnect is not limited to one type of professional. Its core components can be tailored to serve a wide array of specialized industries.

For Fitness and Personal Training: The platform can be extended to become a premier online personal training software. By adding features for workout programming, nutrition tracking (competing with tools like trainerize nutrition), and progress photos, it becomes the best software for a personal training business. It’s the perfect platform for personal trainers to manage clients and run virtual sessions.

Two women on smartphone screens; one stretching on a pink mat, the other smiling and filming with gear. Bright settings and active mood.

For Therapists and Healthcare: The hipaa compliant video conferencing software is the key. This makes it an ideal platform for online counseling or a foundation to build your own telehealth platform. It provides a secure and professional environment for therapists, psychologists, and doctors.

Woman with headset on phone screen shows pills. Inset: person in white shirt talks on phone. Mood: concerned, professional.

For Tutors and Education: It can be transformed into a virtual classroom with billing. Adding a digital whiteboard and collaborative document editing creates a powerful software for private tutors and online education businesses.

Woman and boy at a desk, using a computer. The woman smiles, hands on boy’s shoulders. Wooden shelves and decor are in the background.

For Niche Advisors: The per-minute billing model is perfect for psychics, astrologers, and tarot readers. The platform can be easily branded as a psychic reading platform or astrology consultation software, providing a trusted and professional way to conduct readings.

Woman holds tarot cards during a video call on a phone. Close-up of hands with cards on a table with candles and a crystal ball.

Your Vision, Engineered by Invatechs

The story of BookAndConnect is a testament to what’s possible when a clear vision is paired with expert technical execution. It demonstrates a move away from fragmented, off-the-shelf software towards integrated, custom-built platforms that provide a real competitive advantage.

Is your business struggling with the "digital duct tape" problem? Do you have an idea for an online platform that could revolutionize your industry? Whether you want to build a virtual fitness training platform, a hipaa compliant platform for therapists, or the next big online learning platform for business, the principles are the same.

Smiling woman in glasses waves during a video call, holding a pen by an open notebook. Background shows a brick wall; icons depict online security.

Don’t settle for a patchwork of tools that weren’t designed to work together. A custom solution built around your specific business needs can unlock new revenue streams, streamline your operations, and deliver an unparalleled experience for your customers.

The team at Invatechs has the experience and expertise to turn your concept into a reality. We don't just write code; we build businesses. Contact us today for a free consultation, and let's discuss how we can build your platform.