I need to be able to send out reminders to clients who are falling behind on scheduling. Is there some kind of link I can send them? Note: this article is about scheduling sessions for active Satori Agreements. To book sessions for new clients, or when you haven’t yet created an Agreement, use an Offer. […]

Tracking Communication add notes on the contact page

Satori automates a lot of the repeatative follow-up activities around bookings and pre-session prep. This article explains the main types of follow up that Satori does for you.

You can use Satori Offers to take bookings and payments for your services online.

Once you’ve wrapped things up with a client Satori automates the process of Customising the review request

Satori provides … for creating your initial agreement structure. When an agreement is activated, Satori generates all the sessions and invoices for the agreement as per the structure you setup. This gives you a convenient starting point.

Let’s talk a little bit about how and when to use agreements when you’re signing on a new client.

If you have existing clients that you want to start managing with Satori