Satori User GuideSatori User Guide

Satori User Guide

How can we help you today?

Getting Started(1)

  • Satori overview

Creating Offers(10)

  • Landing pages
  • Session structure
  • Availability schedules
  • Billing structure
  • Agreement terms
  • Questionnaires

Managing Your Schedule(8)

  • Navigating the calendar
  • Scheduling sessions
  • Setting booking policies
  • Troubleshooting availability
  • Timezones
  • How can my client schedule her remaining sessions?

Working with Clients(8)

  • Adding existing clients
  • Automating follow-up
  • Enrolling new clients
  • Modifying and extending agreements
  • Getting testimonials
  • Taking new bookings

Getting Paid(9)

  • Changing invoice due date
  • Adding taxes to your invoices
  • Disabling tax for specific clients
  • Billing a corporate client
  • Recording cash payments
  • Resending an unpaid invoice

Working with Groups(1)

  • Groups overview

Video Tutorials(9)

  • Managing availability
  • Booking buttons
  • Client reviews
  • Creating questionnaires
  • Customized branding
  • Google calendar iCal syncing

Marketing Support(2)

  • AWeber integration
  • MailChimp integration

Account Settings(7)

  • Branding settings
  • Adding a profile picture
  • Newsletter settings
  • Calendar syncing settings
  • Scheduling settings
  • Billing settings

Integrations(1)

  • How can I integrate Satori with my Wix site?

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