What your client sees when booking

Understanding the client booking flow helps you write clearer service descriptions, choose better settings, and answer client questions before they become support requests.

1. The client opens your booking page

Clients can open your main booking page or a direct link to a specific service. Your page shows your public profile details and the public offers available for booking.

2. The client chooses what to book

For personal services, the client chooses a service and then selects an available time. For group sessions or series, the client reviews the scheduled date and time before continuing.

3. The client checks the time zone

The booking page shows times in the selected time zone. Encourage clients to check the time zone before booking, especially for international sessions.

4. The client enters their details

The client enters contact details such as name and email. Depending on your service settings, they may also provide a phone number or booking message. Clients generally do not need an Introwise account to book a session.

5. The client pays if payment is required

If the service is paid and payment is collected through Introwise, the client completes payment during booking. If the service is free, paid with a package, or set to collect payment outside Introwise, the checkout step reflects that setup.

6. The client receives confirmation

After booking, the client sees a confirmation and receives booking details by email. The confirmation includes the session time and the location or call link based on your session location settings.

7. The client can manage eligible bookings

If your policy allows it, clients can use their confirmation link to cancel or reschedule eligible personal sessions. Group sessions, past sessions, cancelled sessions, and some package bookings cannot be changed this way. See Cancellation and rescheduling for details.

How digital product purchases work

1. A visible digital product appears in the Digital products section of the booking page. A hidden product is available only through its direct URL.
2. The client reviews the product, enters their contact details, and pays when required. They do not need an Introwise account to complete the purchase.
3. After confirmation, the client can access the included files and links immediately. Introwise also emails a private delivery-page link that they can use again later.
4. Clients who use the client portal can also find their digital product purchases there.

See Selling digital products for delivery and access details.

How to use this as an expert

• Write service titles and descriptions that make it obvious what clients are booking.
• Use client notices or service descriptions to explain preparation steps, payment expectations, or what happens next.
• Test your own booking page after changing services, availability, payments, cancellation policy, or call locations.

Related guides

• Creating services
• Built-in video calls
• Packages