Dynaris Internal Tools: Calendar, Invoicing, and Booking Portal

Dynaris includes three powerful, custom-built internal systems designed to work together seamlessly. Unlike third-party tools you might integrate with, these are built directly into Dynaris and are designed specifically for how modern service businesses operate.

The Three Tools

📅 Dynaris Calendar (Custom-Built)

A sophisticated calendar and appointment management system built specifically for scheduling workflows.

Core features:

• Custom time-slot visualization and management
• Integration with booking portal for automatic scheduling
• Real-time availability management
• Booking status tracking (pending, confirmed, completed, no-show, etc.)
• Payment status visibility
• Team coordination and multi-staff scheduling
• Time zone handling for global operations

Built-in, not external sync: While you can optionally sync with Google Calendar or Outlook, the Dynaris Calendar is a complete system on its own. It doesn't just mirror external calendars—it's designed to be your primary scheduling interface.

💰 Dynaris Invoicing (Custom-Built)

A complete billing and payment tracking platform built into your workspace.

Core features:

• Professional invoice creation and design
• Payment tracking from draft through paid
• Automatic invoice generation from bookings
• Multiple payment methods (Stripe, bank transfers, custom)
• Advanced payment management (partial payments, payment plans, refunds)
• Financial reporting and tax support
• Automated payment reminders and follow-ups
• Deep contact and customer relationship integration

Purpose-built for service businesses: The invoicing system isn't just a billing connector. It's designed to understand your business workflow—invoices know about bookings, contacts, services, and can trigger automated workflows based on payment events.

🛎️ Dynaris Booking Portal (Custom-Built)

A public-facing scheduling system that lets clients book directly from your website or a branded page.

Core features:

• Customizable branding (logos, colors, custom messaging)
• Advanced availability management (services, staff, time zones)
• Payment processing (Stripe checkout or invoice-based)
• Automatic reminder system
• Embeddable website widget
• Optional voice AI assistant
• Custom field capture for your specific needs

Fully integrated with your Dynaris ecosystem: When someone books through your portal, it instantly creates a calendar entry, generates an invoice (if paid), records the contact, and can trigger workflows. Everything is automatic.

Why They're Different From Third-Party Tools

Traditional service business software works like this:

Booking Tool → Calendar Tool → Invoicing Tool
(manual sync)    (manual sync)    (manual integration)

Dynaris Internal Tools work like this:

┌─────────────────────────────────────────┐
│  Dynaris Unified Platform               │
│  ┌───────────┐ ┌─────────┐ ┌─────────┐ │
│  │  Booking  │ │Calendar │ │Invoicing│ │
│  │  Portal   │ │         │ │         │ │
│  └─────┬─────┘ └────┬────┘ └────┬────┘ │
│        └─────────────┴───────────┘      │
│   Automatic real-time synchronization   │
│   Connected to Contacts & Workflows     │
└─────────────────────────────────────────┘

Everything happens automatically:

• Book → Calendar updates instantly
• Booking with price → Invoice created and sent
• Payment received → Status updates across all systems
• Invoice overdue → Reminder sent + workflow can trigger

How They Integrate

Complete Booking Workflow

1. Client books via Booking Portal
2. Calendar updates instantly with the appointment
3. Invoice auto-generates if service has a price
4. Reminders sent automatically (booking confirmation + payment reminder)
5. Contact created/updated with booking history
6. Payment received → Invoice marked paid + workflows triggered
7. Appointment completed → Status updated, follow-up workflows can run

Real-World Example: Consulting Service

Setup (5 minutes):

1. Create booking page for "Strategy Consultation"
2. Add service: 1 hour, $500
3. Set availability: Mon-Fri 10am-5pm with 1-hour buffer
4. Customize branding with your logo

When client books:

1. ✅ Booking appears on your calendar
2. ✅ Invoice ($500) is created and emailed
3. ✅ Booking confirmation sent to client
4. ✅ Contact is created/updated
5. ✅ Payment reminder scheduled for due date

When client pays:

1. ✅ Invoice marked "Paid"
2. ✅ Calendar shows payment status
3. ✅ Workflows triggered (thank you email, etc.)

When appointment happens:

1. ✅ Mark as "Completed" in calendar
2. ✅ Follow-up workflows automatically run
3. ✅ Contact record updated

This entire flow happens automatically within Dynaris—no manual syncing, no context switching between tools.

Design Philosophy

These tools are built on three principles:

1. Purpose-Built

Each tool is designed specifically for how service businesses work. Not generic features adapted from something else.

2. Deeply Integrated

They don't just coexist—they work together seamlessly. Bookings know about invoices. Invoices know about calendar. Everything is connected.

3. AI-Ready

All three tools are designed to integrate with Dynaris AI workflows. Your agents can:

• Check availability and create bookings
• Generate and send invoices
• Update booking status
• Trigger follow-up actions

When to Use Each

Use the Booking Portal when:

• You want clients to self-service book appointments
• You need a public-facing scheduling interface
• You want to reduce back-and-forth scheduling emails
• You have multiple services or staff members
• You want to collect payments upfront

Use the Calendar when:

• You want to see all your appointments in one place
• You need to manage team availability
• You want to coordinate across multiple people
• You need to track booking status
• You want to see payment status at a glance

Use Invoicing when:

• You need to bill clients for services
• You want to track payment status
• You need to send payment reminders
• You want financial reports
• You need to manage payment plans

Realistically: You'll use all three together. They're designed to work as a unified system.

Custom Design & Branding

Booking Portal Branding

The Booking Portal includes custom design controls:

• Your logo and company colors
• Custom title and description
• Hero messaging
• Confirmation messages
• Privacy policy links
• 7 pre-built color themes or custom accent colors

Invoice Branding

Professional invoices include:

• Your company information
• Custom branding and colors
• Line item details
• Tax calculations
• Payment terms and instructions
• Custom notes and messaging

Calendar UX

The calendar interface features:

• Intuitive time-slot visualization
• Color-coded event types
• Drag-and-drop rescheduling
• Quick-access booking details
• Multiple view modes (day, week, month, list)

Advantages Over Patchwork Solutions

Getting Started

To start using these tools:

1. Set up Booking Portal — Get your first public booking page live
2. Configure Calendar & Bookings — Manage your schedule
3. Create your first Invoice — Track payments

Or follow the Quick Setup Guide to get all three running in 30 minutes.

Next Steps

These three tools are the foundation of scheduling and billing automation in Dynaris. Once they're set up, you can:

• Create workflows that respond to booking and payment events
• Use AI agents to automate scheduling and billing tasks
• Integrate with other tools like email, Slack, and CRM systems
• Build custom automation specific to your business

The internal tools handle the core business logic—freeing your AI agents to focus on higher-value tasks like customer relationships, sales, and strategic work.

Key Differences from Integrations

What Internal Tools Are

• Built-in — Part of Dynaris, not external
• Integrated — Work together automatically
• Optimized — Designed for your workflow
• Instant — Real-time synchronization
• Extensible — Work with AI agents and workflows

What Integrations Are

• External — Tools outside Dynaris
• Connected — Linked via APIs or webhooks
• General-purpose — Designed for many use cases
• Delayed — May have sync delays
• Specific — Each integration has its own capabilities

Want to dive deeper? Check out:

• Booking Portal — Full feature documentation
• Calendar & Bookings — Complete guide
• Invoicing — Billing system details