Can I use this for both coaching and tutoring?
Yes. Create separate meeting types for discovery calls, coaching appointments and tutoring lessons. Each can have its own duration, availability and location.
Can I offer recurring sessions?
You can support ongoing work with repeat bookings and prepaid session packages. Clients choose each appointment from your availability. A package does not automatically reserve a weekly series, and packages are one-time purchases rather than renewing subscriptions.
Will each online session have a video link?
Yes. Connect Zoom, Google Meet or Microsoft Teams and select it as the meeting type’s location. Confirmed bookings receive a video link; for paid sessions, confirmation follows successful payment.
Can I keep progress notes between sessions?
Yes. Save your own session notes. For recorded sessions linked to a client, Client Memory can also bring together goals, decisions and commitments from meeting summaries. Review and edit those details before using them to plan your next session.
Can I run small-group lessons as well as one-on-one sessions?
Yes. Enable Activity bookings and set the number of places for a meeting type. A group session belongs to one host. Round-robin routing is for individual appointments, and one package credit covers one person’s place in an eligible session.
Can clients share work and keep track of next steps?
Yes. Share files and reviewed session recaps through the client portal, including an editable checklist for the client. Enable file uploads for a meeting type so clients with an upcoming confirmed booking can send their work before the session. Each file can be up to 20 MB.
Are reminders sent by text message?
Reminders currently use email, with configurable reminders 24 hours and 1 hour ahead and an optional 10-minute reminder. SMS and WhatsApp reminders are not currently available.
Do I have to record my clients?
No. Recording is optional. If you use the AI meeting notetaker, get the client’s permission and respect their recording preference. You review any generated recap or follow-up before sharing it.
How do clients use a session package?
After purchasing through your connected Stripe or Square account, clients receive a package code. They use it to book eligible sessions. Their client portal shows remaining credits and any expiry date.