Refer a Friend + Earn Some $$

Help us spread the word about Artichoke and get rewarded!

When you refer a friend and they purchase an Artichoke subscription, you’ll get $50 cold hard cash.

Yes – it’s that easy. We’ll send you $50 via PayPal if your referral is still active 30 days after the subscription start date. All you need to do is sign up to join our Refer a Friend program here.

The more people that you refer, the more that you earn.

So, tell your friends, tell your family, tell your colleagues and help us get the word out about the best business management app for appointment based businesses!

Ready to get started? Sign up today!

Add-on Services

Add-on services are a powerful tool to create more revenue per client. Add-ons can increase client satisfaction and dramatically improve total income at the same time. What’s not to love?  The basic idea is simple.  You offer a base service and designate other services as add-ons for an up-charge.

The video below explains how to enable services as add-on services so that they can be added to other services in a single appointment.

If you choose to make them available online, your clients can self-select these add-on services and up-sell themselves.

Don’t wait to tap into this powerful new revenue boosting feature today.

How to set up add-on service in Artichoke

Interested in Artichoke?  Try it free today.

Embed Online Booking and Client Reviews in Your Existing Website

Although Artichoke offers an all-in-one solution which includes a website for clients to book online and share reviews, some of you already have a great looking website that’s just lacking these two critical features. So thanks to popular demand, we’ve launched the ability to add Artichoke online booking and client reviews to your existing site. Your site visitors will have a seamless experience reading reviews and booking appointments without leaving your site.

Best of all, it’s super easy to set up.





1) Make sure you have completed MY WEB PAGE set up, including step four.




2) On step four of set up, expand the “Add to your existing website” section.





3) Adjust the button color as needed.




4) Copy the embed code for online booking and/or client reviews the the desired location on your website.


That’s its. So easy.

If you need any help, don’t hesitate to contact us on

How to Make Tax Time Less Taxing (And Less Time-Consuming)

Oh boy. It’s that time of year again. Time to pull the shoe box full of receipts out of the closet and gather up the many different places you’ve stored your business revenue and expense information to get ready for tax preparation. For most, this is a dreaded distraction from the flow of revenue producing tasks in exchange for a mind-numbing pile of admin. Since your time is money, we decided to put together a few tips on how to make your next tax year much smoother.

  1. Don’t overestimate the challenge. Tax time should require no more than a summary of your income and expenses. If you’re keeping them up to date each week, manually or otherwise, then tax time should be nothing more than transitioning the summary of your revenue and expenses to CPA or into your own return if you’re self-preparing. Check out these IRS guideliness for the form you’ll need to complete.
  2. Track your expenses in categories that match those on your tax return. It’s tempting to create 200 different expense categories but it’s only going to make your life difficult when you need to compress them back into the categories offered on Part 2 of Schedule C for your tax return. Use the same expense categories on the tax form all year and you’ll eliminate the headache of trying to consolidate your categories later. See the categories now on Part 2 of this form.
  3. Use fewer tools to run your business. Less truely is more when it comes to running a solo business. Try to consolidate your daily business operation, purchase transactions, and expense tracking into one place so that you’ll only need to manage a single source of data. For many, this means ditching the three ring binder with clients notes, the mobile payment swiper, and the clunky accounting software, in exchange for a single solution that captures everything in one place. Yes, we are seriously biased in this category but even if you’re going to go with pen and paper, at least keep everything in one place. If the IRS decides to flag you for an audit (ugh), would you rather pull out 10 years of shoe boxes, apps, and handwritten notes or fire up your business platform and answer all the questions quickly?
  4. Use automation. Sound complicated? Well, it’s not. Today, so many tools online offer automation that converts previous manually tasks into automated tasks. Do you have a client on a regular schedule, automate the collection and recordation of the revenue. The same is true for expenses. If you’re business tools don’t offer these features, it’s time to shop around. Automation converts admin time to billable hours which means more income for you. Some business platforms even send a year end tax summary without asking you to lift a finger. Wink wink. Interested now?

Let’s face it, tax time is taxing for all of us but it doesn’t need to consume billable hours. Commit to streamlining your business management tools, thinking ahead about the simple info required for your annual return, and keeping records up to date and watch the stress melt away.

Try Artichoke for free!

Automate Client Discounts


Sometimes offering discounts can serve as a good incentive to promote referrals, repeat business, and add-on sales. However, as soon as you’ve got a few different deals floating around, it gets tougher and tougher to keep track of them all. Military, fire police, students, and loyalty are just a few examples on discounts that you may want to keep track of today.

Artichoke now has a feature which allows subscribers to create custom discounts and assign them to specific clients so that they are automatically added to the shopping cart at check out. Each time you create a discount, it will appear as an option in the discount list for future clients making it quick and easy to select.

To create a custom discount, just follow these steps:

CLIENTS / Select Client / Edit / Scroll to “Discount” / “Add New Discount”

Screenshot 2017-02-02 08.20.05

Need help? Let us know and we’re on it.

Artichoke Connects


Artichoke can now be connected with over 750 apps, making your business an unstoppable force with clients and prospects. Although Artichoke is an all-in-one platform and many will not need to work with any outside apps, some clients have popular apps which they would like to connect with Artichoke for email marketing, accounting, intake forms…..etc.

For some of the most popular intergations, we’ve created shortcuts directly on your Settings / Integrations page.  All of the instructions are shown on this page.


One of the coolest new capabilities is the automation of online in-take forms.

– Create an intake form using Google Forms

– Automatically send a link to this form when a new client is scheduled

– Form responses are autiomatically added to the client’s notes and profile

Can you imagine taking all of that admin off your plate before a new client appointment?

Another popular integration is with Google Calendar which gives users the abiity to view all work and personal calendars in one place. You’ll still need to manage your appointments inside Artichoke, but now you can keep track of everthing in GCal too.

To get started, go to SETTINGS / INTEGRATIONS.

Learn more about Zapier, our integration partner.

Feel free to contact us if you need any help.

NEW! Recurring Classes, Courses, and Events

Do you offer regularly scheduled events to your clients?

That might mean…

  • Regular group sessions or classes
  • Recurring office hours
  • Daily, weekly or monthly meetups or programs

If so, then we’re excited to announce a new feature that we think you’re going to love.

It’s now possible to schedule recurring programs in Artichoke such as classes, courses, or regularly scheduled events which your clients can book online.

Screenshot 2017-01-26 12.34.32

You just set the times and maximum group size, and your clients will be able to book (until the maximum number of spots has been reached).

This is the easiest way to book scheduled group appointments online.

Once you spend 10 minutes setting up for booking page, you can start adding scheduled classes, programs, and other events.

When clients select the program from your list of services, Artichoke automatically generates a list of the next few dates which have spots available.

That means no more clicking around different dates to find an open spot or going back and forth with phone calls, emails, and text messages to get everything coordinated for multiple clients in every session. This feature is going to save you time and help you get your life back!


Here’s how it works:

  1. First you need to make sure you have published “MY WEB PAGE.”
  2. Make sure the service you want to schedule is in your services list with “Book Online” enabled and “max participants” set as needed.
  3. Go to Appointments
    • Add “Schedule”
    • Complete form
    • Save
  4. That’s it. Clients can now book your scheduled events online so you can breathe.

This big step in making your life easier couldn’t have been possible without you.

We’re always listening to our customers’ amazing feedback, which is exactly how this feature was born.

A huge thanks to the Artichoke community for your continued support, feedback, and business!

Watch a tutorial video which explains this in more detail:

Artichoke Partners With 6 Small Business Organizations to Support the Growing Freelance Economy

Artichoke is proud to announce 6 new partnerships that will provide resources for organizations supporting freelancers and small business owners.

Through new deals with Associated Hair Professionals, Associated Skin Care Professionals, Associated Bodywork and Massage Professionals, Associated Nail Professionals, National Certification Board for Therapeutic Massage and Bodywork and National Association of Senior Move Managers, Artichoke will help tens of thousands of small businesses get discounts on Artichoke’s easy-to-use tools to help them manage appointment bookings, client relationships, billing and more. Members will also get access to a library of professional development content to help them grow their businesses. library  

“We’re thrilled to have these new partners on board,” said Artichoke CEO Justin Shelby. “They already deliver incredible value to their members, and we look forward to helping them go even further in empowering their members to pursue their dreams of building sustainable, profitable small businesses.”

The Immense Opportunity to Support the Growing Freelance Economy


There is an immense (and growing) opportunity to serve the freelance community.

50 million American workers perform some kind of freelance work today (either full time or part time). And the numbers are rising rapidly.

By 2020, the number is expected to reach 70 million—close to 50% of the U.S. workforce.

“We’ve seen the growth in the freelance economy first-hand,” Shelby said. “More and more people are realizing that starting a solo business is a great way to supplement their income or earn a full-time living.”

The new Artichoke partnerships will help to build relationships between organizations that are already working to serve this community.

“These are organizations that are already doing great work to support freelancers and small businesses,” Shelby added. “We hope that this will be just one more way they can bring value to the business owners they serve.”

Artichoke’s History of Supporting Freelancers


Artichoke was born when CEO Justin Shelby was running two urban health clubs.

He saw how difficult it was for his trainers to track appointments, progress, and payments for their clients, so he created an in-house, cloud-based solution to solve the problem.

After thousands of transactions and feedback from hundreds of users, the solution has now become Artichoke, a complete business solution for the rapidly growing community of freelancers, independent practitioners, and moonlighters operating in the U.S.

“Starting a solo business is a tremendous amount of work,” Shelby said. “Many people feel overwhelmed, especially at the beginning.”

Artichoke brings marketing, scheduling, invoicing together in one easy-to-use application. It’s the first mobile, appointment-based tool that allows freelancers to start running their business in minutes.

“Our product gives people an easy way to get — and keep — their business up and running quickly,” Shelby added. “And now our new partners will work together to provide business owners access to resources and connections to help them succeed in every area of their business.”

Invite Clients to Write Reviews – Build Your Reputation Online

Product Update: Take control of your reputation online, starting today.

Managing your reputation online is critical these days. Do you buy anything online without checking the reviews? Probably not too often.  We live in a world of transparency and it’s important to embrace it if you want to grow your client base.

Artichoke has always had a review collection feature which uses your client activity to ask for reviews at logical times.  However, now it possible to invite your clients to write reviews proactively instead of waiting for the logic to kick in.

Where are client reviews displayed?

On the REVIEWS page on MY WEB PAGE

Reviews on Booking Page

New reviews will also be shown on your Artichoke dashboard

Reviews on dashboard block

What should I do if a critical review is submitted?

This is very important.  Anytime a review is submitted, good or bad, you should ALWAYS comment on the review professionally so others can see how responsive you’re likely to be with them.  When you see a new review on the dashboard, always use the “comment” function so you can write a public response.

 Comment on Reviews

How can I invite clients to write reviews?

Watch the video below or follow these simple steps:

  1. Go to Dashboard
  2. In “Reviews” block select “Send Invitations”
  3. Select clients and “Send”

Review Invitations

A $302 Fine!!

(What Freelancers MUST Know About Business Licenses)


Starting a business? You need to research business licenses.


Because if you don’t, it could cost you.

Why You Need to Know About Business Licenses
Ignorance is not an excuse.

Failing to get a required business license can result in fines and penalties, as happened to Liz Swain, a freelance writer who worked from home.

Swain was operating in San Diego, which required a $34-per-year business license.

When the city learned of Swain’s operation through her taxes, it promptly issued a $302 bill—$102 for three years of the license plus $200 in fines and processing fees.

Don’t let this happen to you.

If you’re starting a freelance business of any kind, here’s what you need to know about business licenses:

1. You Might Need a Business License, or You Might Not

Business licenses are issued at the state and local level. You’ll need to research whether you need a license for one or more of the following:

Bottom line? It depends on your location. You’ll need to do your research.

2. Find State Agencies that Help Small Businesses

Each state has one or more agencies that help small businesses.

In California, for example, the Secretary of State’s office and the Governor’s Office of Business and Economic Development are great starting places.

The U.S. Small Business Association has links to many state agencies, and a few Google searches can also help you navigate both state and local government requirements.

3. Check With Your Local Chamber of Commerce

Call your local chamber of commerce to ask about local government requirements.

They’ll have a list of contact information for local agencies. They’ll also be able to connect you with business owners in your area for help and advice.

4. Local Tax Attorneys Can Help

Find a tax attorney that specializes in helping small businesses. You’ll find them to be a wealth of information for freelancers and self-employed professionals.

Even if you don’t plan to work regularly with a tax attorney, hire one for an hour and discuss your situation. Doing so can save you hundreds or thousands of dollars in fines down the road.