Client management
Every client, with what they booked, paid and have left
The client list fills itself in as people book. Each record shows sessions, payments and package balances next to your own notes, and clients can check their own balance without asking you.
Wants to move to fortnightly after the summer.
The record you would otherwise keep by hand
Clients check their own balance
In your client portal a client sees their sessions and how many are left in their package. They sign in with an emailed link, with no password.
Package balances on every record
See how many sessions each client has booked from a package and how many are left.
Notes only you can read
Dated notes on each client, kept with their sessions and never shown to them.
Clients help themselves
From the portal, or from any confirmation email, a client can reschedule or cancel a session and book the next one from their package. You are not the help desk for your own calendar.
Upcoming sessions
With the links to reschedule or cancel.
Package balance
How many sessions are left, and a link to book one.
No password
A sign-in link by email, on every booking page and every plan.
Book for a client yourself
Add a client by hand and schedule their session from your dashboard, for the people who would rather message you than use a booking page.
Also in the client list
On every plan unless it says otherwise.
Search
Find a client by name or email address.
Session history
Every past and upcoming session with a client, on one record.
Reports
Revenue, sessions, packages and clients over any range of dates.
Export
Download your client list as a CSV file.
Form answers
What a client answered on your booking form is kept on their record. On Growth and Pro.
Messages around the package
Email a client when their package is running low. On Growth and Pro.
Which plan includes what
The client list, notes, portal and reports are on every plan.
Questions people ask
Do clients need a password for the portal?
No. They enter their email address and get a link that signs them in.
Can clients see my notes?
No. Notes are private to you.
Can I import my existing clients?
Not from a file. You can add clients by hand, and anyone who books is added for you.
Can I export my client list?
Yes, as a CSV file with each client’s name, email address, the date they were added and their last session.
Is the client portal on every plan?
Yes, on every booking page and every plan.
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 client list keep itself
Your first booking creates your first client record.