One Dashboard, All Your Business Needs
"OneBase
Simplifying Freelance Scheduling & Payments
I designed Onebase to help freelancers manage appointments, track payments, and understand client behavior — all in one place. Think of it as your smart business assistant.
Made with help of AI
Real Data
OneBase
As a freelancer, juggling meetings, payments, and client follow-ups is exhausting. Onebase solves this by combining all the essential tools into a clean, no-fuss dashboard. I worked closely with freelancers to understand their real needs and built a solution that’s practical, lightweight, and intuitive.
Problem Overview
60%
Use 3+ tools to manage their workflow
40%
Miss out on follow-ups due to lack of visibility
50%+
Never track cancellation patterns or no-shows
Research & Discovery
I conducted interviews with 12 freelancers (designers, coaches, writers) and observed how they manage daily operations. Most of them used Google Calendar + Notion + payment links (Google pay, PayTM etc), which led to context switching and confusion.
Methods, User Experience & Drop-Offs
Workflow Area
Steps
Tools/Platforms |
|---|
Friction point
Client Onboarding
Intro Call → Scope Finalization → Proposal → Agreement
Notion, Calendly, Google Meet.
Delayed responses, scope creep, unclear expectations
Project Management
Task Planning → Timeline Setup → Updates
Notion, Trello, Asana, Slack, Notepad
Lack of timely client inputs, misaligned deadlines
Design & Handoff
Wireframes → Design → Feedback Loop → Handoff
Figma, Framer, Zeplin, Loom
Inconsistent feedback, endless iterations, handoff bugs
Invoicing & Payment
Quote → Invoice → Follow-up
Razorpay, Notion Templates, Google Docs
Late payments, currency conversion delays, compliance issues
Feedback & Growth
Collect Reviews → Analyze Projects → Improve Offering
Google Forms, Typeform, LinkedIn, Notion
Clients skip feedback, unclear value perception
Key Insights & Takeaways
Clarity is everything
Well-defined scope and timelines avoid 90% of miscommunication and delays.
Time != Value
Clients often judge value by outcomes, not hours — focus on deliverables.
Feedback is a loop
Set fixed review rounds. It avoids endless changes and protects your timeline.
Diversify your clients
Working with clients from different geographies reduces payment risk and burnout.
Take on advance
Secures your time and weeds out non-serious clients early in the process.
Document everything
Notes, decisions, and files in one place = less confusion later.
Protect your IP
Use contracts, watermark early mocks, and clarify ownership terms up front.
Systems scale you
Templates, automated invoicing, and clear onboarding help you grow sustainably.
The Solution
Simplifying the Chaos, One Dashboard at a Time
I didn’t want to build another cluttered productivity app. I wanted to design a clear, focused space that freelancers could actually rely on.
Focus areas
Track all payments (confirmed, pending, partial) with a summary view and downloadable records.
See your day, week, and most booked times at a glance. One-click “Join” CTA for quick access.
Visual insights for cancellations, retention, session feedback, and booking patterns.
Know who’s new, who’s loyal, and when they prefer booking.
Booking Patterns & Trends
Payments & History
Client Behavior & Trends
Appointments & Info
Key Outcomes
70%
More Clients are Geo-Mapped
Customer trend insights made it easier to track client locations.
45%
Better Client Behavior Tracking
Follow-ups, session gaps, and preferences became clearer with usage patterns.
40%
Less Time Spent on Planning
Users found it easier to manage bookings, leading to fewer no-shows and last-minute drops.
60%
More Projects Delivered On Time
Session alerts and real-time progress tracking helped avoid missed deadlines.
