Business Essentials

The ready-made software every dailybuilt workspace runs on: booking, customers, payments and the AI agent. Pick the plan that fits your team, then let AI take on the reading, checking and chasing. Every workspace starts with a 15-day free trial.

Business Essentials plans compared
Essentials
$29.99
/mo · billed monthly
Create your workspace
Foundation
$99
/mo · save 10% annually
Create your workspace
ScalePopular
$249
/mo · save 10% annually
Create your workspace
Enterprise
Custom
annual contract
Talk to us
Customers and payments
Online booking and calendar
Customer records
Invoices and card payments
Email reminders
Platform fee on invoicesStandardStandardNoneNegotiated
AI
AI agent runs per month–1002501,000
Automations that read, check and route–
Connect Claude, ChatGPT or Gemini–
Operations
One inbox for forms, email and texts–
Documents and e-sign–
Campaigns and ad attribution–
Custom collections–5050Custom
Connectors and API–
Team and security
Staff members1, then $14.99 each515Custom
Your own domain$9.99 / mo
Full data export
DPA, BAA and security review–––

How your data is protected, including patient data.

We publish which security controls are in place and which are not built yet. Practices that handle patient data run on the Healthcare Edition under a business associate agreement.

dailybuilt Healthcare

A BAA and HIPAA safeguards for your practice.

On the Healthcare Edition, patient data stays on infrastructure covered by a business associate agreement.

  • BAA accepted right in the product
  • No ad pixels or third-party trackers on patient pages
  • Clinical record reads and downloads logged
Talk to us about your practice

Security overview

The controls we run, and the ones we do not run yet.

Your review starts from a written security overview, a subprocessor list and a DPA.

  • Every change audited in the same transaction
  • Point-in-time database recovery
  • Full workspace export, self-serve, any time
  • Hosted in the United States
Read the security overview

Start optimizing your business.

Create a workspace and describe how your team handles its clients, documents and approvals. We set the system up around that, and a person on your team approves before anything goes out.

Create your workspaceAsk for a security review first

Every workspace starts with a 15-day free trial. You can export all of your data at any time.