Automation
Follow-ups that know where a client is in their package
Confirmations and reminders go out from your first booking with nothing to set up. On Growth and Pro, add workflows of your own, such as a prompt to renew when a client has one session left.
- WhenA session is booked from a package
- If1 session is left
- ThenEmail your client
One session left. Ready for the next ten?
More than a reminder the day before
Rules that know the package
Send a message when a package is bought, when it is running low, or before it expires. On Growth and Pro.
Your words, your timing
Edit any message on every plan. On Growth and Pro, run workflows of your own alongside the built-in reminders.
Reminders included
Clients get a reminder one day and one hour before each session, with the link to join the call. On every plan.
- When a session is bookedConfirmation with a calendar invite
- 1 day beforeReminder to your client
- 1 hour beforeReminder to your client
On from your first booking
These are sent for every booking without any setup, on every plan. To run workflows of your own next to them, you need Growth or Pro.
Confirmation and invite
With the link to join, and to reschedule or cancel.
Two reminders
To your client, one day and one hour before.
A daily summary
An email to you with the day’s sessions.
Triggers and connections
Around a session
When it is booked, before or after it starts, and after it ends.
Around a package
When it is bought, each time a session is booked from it, and around its expiry date.
To your client or to you
An email to the client, or a reminder to yourself.
Zapier
Send new bookings and packages to the tools you already use. On every plan.
AI apps
Connect ChatGPT, Claude or Gemini to your account and ask about your sessions, clients and revenue.
Conditions
A package trigger can depend on how many sessions are booked or left.
Which plan includes what
The built-in reminders and Zapier are on every plan. The plans differ in how many workflows run at once.
Questions people ask
Are there text message reminders?
No. Reminders are sent by email, and every booking also comes with a calendar invite.
Can I change what the emails say?
Yes, on every plan. You can edit the built-in reminders and write your own messages.
How many workflows can I have?
One active workflow on the Free plan, and the built-in reminders are that one. Growth and Pro have no limit.
What can I do with Zapier?
Start a Zap when a session is scheduled, when a booking is made, when a package is bought, or from a step in one of your workflows.
Built for work that repeats
Tutors and teachers
Lesson packages paid before the lesson, without a marketplace taking a cut of your rate.
Introwise for tutorsCoaches
Programmes sold as packages, with payment plans on the Pro plan for longer engagements.
Introwise for coachesConsultants
Paid calls and blocks of sessions that clients book when they need them.
Introwise for consultantsPsychologists
Regular sessions with the same clients, booked and paid without the back-and-forth.
Introwise for psychologistsLet the follow-ups send themselves
The built-in reminders are on from your first booking, on the Free plan.