Reserve with Google
Notary management made easy
An all-in-one notary software. Get booked online, manage clients and documents electronically, capture e-signatures, notarize virtually, get paid, and grow – from anywhere. Secure and friendly e-notary software.
* No credit card required
Client Management
Secure doc management & record-keeping
Reduce paper clutter with the friendliest notary CRM software to manage your clients, build client profiles, and store notarized information, notary forms and documents. Secure and accessible from anywhere remotely.
Notary client app & history
Build a database of your clients with a 360-degree view of client profiles at your fingertips. Store client details like contact info, appointment history, property information, alerts, birthdays, and even their invoices/payment history.
Notary document management
Store notary documents (such as wills, POA, declarations/affidavits, invitations, contracts and agreements, scan backs, and more) faster, easier, and more securely than paper-based records.
Digital notary records
Easily identify pending forms (such as transaction info required for notarization or title transfer) and follow up with a click. Quickly add follow-up appointments complete with the forms required.
Automatic electronic filing
Automatically link your notarized documents to your client records and appointments. Retrieve ad-hoc notes in a pop-up style and access everything from anywhere you are, across any device.
Online Booking
Automatic scheduling for notaries
The most loved online booking experience. Reduce scheduling time, send automated reminders and bring in more clients with 24/7 online booking.
-
24/7 notary online booking system
-
Get booked from your website, Google, the Yocale Marketplace and beyond.
Smart-match notary services (or appointment requests) with the appropriate staff member booked in the right room.
-
Client portal
-
Empower your clients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.
-
Smart schedule management
-
Flexibly design your online booking schedule. Only offer certain services on Mondays? Need less time for consultations? Customize your schedule.
Block time off so your calendar only shows when lawyers and resources are available.
-
Reception & staff notifications
-
Trigger reception and staff alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings.
Reschedule with a single click.
-
Collect information in advance
-
Collect information and link forms (consent) to the booking process. Asks questions and collect pre-appointment information for the specific notary service for an automated notary workflow management. Forms will be saved in each client’s record.
-
Auto booking policies & payments
-
Incorporate rules and policies like minimum notice time, cancellation, or waivers in your booking process and require clients to complete and/or sign off.
Save cards on file or accept deposits for built-in no-show protection and faster check-out.
Get booked from your website, Google, the Yocale Marketplace and beyond.
Smart-match notary services (or appointment requests) with the appropriate staff member booked in the right room.
Empower your clients with a self-service portal to easily manage their appointments, online forms, invoices, and even provide you SEO optimized online reviews.
Flexibly design your online booking schedule. Only offer certain services on Mondays? Need less time for consultations? Customize your schedule.
Block time off so your calendar only shows when lawyers and resources are available.
Trigger reception and staff alerts for all appointments. Trigger notifications via text, email and the notification feed so you can fill last-minute openings.
Reschedule with a single click.
Collect information and link forms (consent) to the booking process. Asks questions and collect pre-appointment information for the specific notary service for an automated notary workflow management. Forms will be saved in each client’s record.
Incorporate rules and policies like minimum notice time, cancellation, or waivers in your booking process and require clients to complete and/or sign off.
Save cards on file or accept deposits for built-in no-show protection and faster check-out.
Appointment Reminders
Nix no-shows with automatic reminders
Professional, automatic appointment reminders. Increase attendance and reduce follow-up time. Complete with directions, forms, links to the self-serve portal and more.
Client appointment reminders
Reduce no-shows without any effort via automated email and SMS reminders.
- Impress clients with directions, forms to complete and personalized notes.
- Clients will love the links to the self-serve option to reschedule, cancel and book future appointments 24/7.
Outstanding information reminders
Get more time back so you can spend more time with your clients.
- Send a follow-up email with a single click whenever clients haven’t filled out information.
- Clients will receive an automated email to encourage them to complete outstanding tasks.
Scheduling (Calendar)
The smoothest office flow
A smart, online calendar for the most efficient administrative desk!
- Schedule notary services like notarizations and certifications color-coded by notary appointment type.
- View staff and resource availability at a glance.
- Have the essentials like client profiles, service-related questions and reminders created just for you!
Custom email & SMS reminders
Confirm and remind clients of upcoming appointments by email and text.
Get clients prepared for their appointment, from parking directions to consent forms, and even have the booking added to their personal calendar.
Multi locations & staff
Manage your multi-location notary complete from one central location complete with online appointment books for every location and staff member.
Plus, get custom “Book” buttons with a different theme or language.
Easy, snappy scheduling
Quick-add appointments or recurring appointments based on custom availability.
Plus, rearrange with a simple drag and drop.
Smart notary calendar
Have the instant scheduler easily find the earliest available appointment of staff without without having to dig.
Plus, get pinged whenever clients make any changes, leave reviews or pay!
Online Forms
Electronic paperwork & e-signatures
Automatic electronic notary forms. Capture information electronically – 80% faster than paper and no manual work involved! Link forms to the online booking process for completely automatic notary workflow management and filing.
Electronic paperwork & forms library
Use notary forms templates (e.x intake forms or wills) to collect information like government ID or transaction details and further customize per your notary services. Eliminate the hassle of paper forms by converting any of your existing forms into a digital form.
Automate send-out & filing
Capture electronic signatures
Invoicing & payments
Your notary at a glance - Quick notary invoicing & payments with an insightful dashboard
Automatic notary services, upfront payments and 1-click check-out. Also reduce your payment processing fees with wholesale rates and get notary reports to keep your business on track.
Automatic invoices, 1-click invoicing
Auto-generate invoices from your notary invoice template and process payments in a click – all from your Yocale smart calendar. Easily add additional items like ad-hoc services (document copies, long documents, additional witnesses) with a drag and drop and process with a click.
Daily sales
See a daily invoice list to help reconcile your cash registry. Also track whether payments come through cash, Stripe, a physical card terminal or others.
Business insights on your notary public
Get insights on your revenue, notary service performance, your staff utilizations and even when is a good time to take vacations!
Upfront payments
Protect against no-shows (and get paid faster) by accepting upfront payments during the online booking process. Email receipts with the pay button so clients can pay at their leisure.
Wholesale rates & reliable hardware
Reduce payment processing fees by up to 67% with wholesale rates. Also accept payments on a range of industry-leading, reliable hardware with advanced reporting, inventory management, and more.
Online Notary
Secure, online consultations & notarizations
Secure, integrated virtual appointments for your online notary. Offer clients the convenience of virtual enotary appointments
Securely meet on any device & e-sign
Collect client records in advance
Interactive whiteboarding
Marketing
Grow your notary business & be found online
Notary business software with built-in marketing.
An SEO-optimized webpage
Grow your notary business with greater online presence with an SEO-optimized web profile page on Yocale Marketplace that will bring you higher up in search results so clients find you notary online. Use alerts on your profile page to let people know about special promotions. If you’re just starting out, have your profile page act as your own website!
“Book now” buttons
Appear higher in Google search results by adding “Book now” buttons to your website and booking links on your social media channels. Book buttons also make it easier for clients to book more appointments online and help fill your schedule 24/7.
Automatic reviews
Automatically request reviews after each appointment to build your online presence. You’ll get notified with the added flexibility to approve them before they’re live.
