Announcements

News, updates and improvements to Introwise

  1. 📞 Collect clients' phone numbers

    New Feature
    Improvement

    Sometimes you need a backup way to reach your clients, or they might simply prefer a phone call instead of a video call. For these situations you can now easily collect phone numbers with your session bookings.

    Simply enable it for any service, series or a specific group session:

    Screenshot from 2025-08-20 20-34-08
  2. 🗂️ Client portal

    New Feature
    Announcement

    Your Introwise booking page now includes a dedicated place for your clients to see all their upcoming sessions and booked packages.

    Screenshot 2025-08-13 at 12.23.50 PM

    Introwise makes it easy for you and your clients, especially the most valuable repeating clients, to book and manage sessions. No more fishing for the right access link in the inbox—just log in with an email once.

     

  3. 📃 Custom terms of service and privacy policy

    New Feature
    Announcement

    You can now add your own custom terms of service and privacy policy to your booking page.

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    📃 Custom terms of service and privacy policy

    Displaying the expert's terms and policies on the booking page alongside the Introwise's terms

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    Even if you haven't adopted any formal policies for your business yet, this is a great place to lay out the expectations for your services, how potential issues are handled, and what's your refund policy, if applicable.

    Set your own custom policy in your booking page settings.

  4. ⚡ Package workflows

    New Feature
    Announcement

    We're excited to introduce packages support to Introwise Workflows! Let Introwise take care of the mundane tasks of sending reminders about the package expiration, sending them mid-package surveys and up-sell offers, and much more.

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    Workflows in Packages

    The trigger for an email would be f.eks 6th lesson in a package. After the 6th lesson from a package - send e-mail to me to ask the client if they want to continue. After the 9th lesson - automatic survey is sent.

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    Package workflows support conditional actions: you can specify how many sessions should be booked or still outstanding before triggering an action, so you can automate your packages from the start till the end.

    Package workflows are available on all plans, and users on Growth and Pro plans can run multiple workflows at the same time.

     

  5. 💰 Limit discount codes to specific clients and products

    Improvement
    Announcement

    It is now easy to run fine-tuned promotions for your services and offer personalized discounts. Simply set precise limits on your discount codes, and Introwise will take care of checking those during checkout.

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    💸 Limit a discount code to a particular client

    Only allow redeeming a discount code by a certain client (email address). Could help avoid discount codes abuse when a unique code meant for a particular client is shared with someone else.

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    💸Limit a discount code to a particular service or package

    Sometimes an expert might want to limit the discount code to a particular service. E.g. there is promotion for a certain high-value service only, or to give existing users an opportunity to get an extra session of a specific service for free, etc.

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    A few ideas on how you might use these:

    • Create legacy clients discounts without worrying about the code leaking on the internet
    • Test new service offerings with targeted discounts
    • Offer an exclusive deal on your package offerings to your new clients

     Discount codes are available to everyone on Growth and Pro plans.

  6. 📍Changing the location of a booked session

    Improvement

    It's now easy to switch the location of a session after it has already been booked - simply click the Change location button in the Manage section of your session's dashboard.

    Introwise will automatically use the new location for that session so you don't need to worry about sending your clients the correct link to the call.

     

  7. 📊 Reporting overview

    New Feature

    We're happy to introduce the new reporting features to help you easily see how your business is doing.

    You can now track things like:

    • Your revenue, with helpful charts.
    • How your session and package bookings are trending.
    • The number of unique clients over time.

    Easily pick the dates you want to look at and see everything in simple charts. Ready to see your reports? Check them out here!

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  8. 📅 Customizable scheduling rules per service

    Improvement

    Now you can set custom scheduling rules for specific services that will override your default rules.

    Need more time for preparation before your coaching calls? Set a larger minimum notice for this specific service. Your discovery calls tend to run over time? Adjust the buffer time just for them to give you a little wiggle room.

    Where it comes especially useful is limiting the number specific sessions per week. If you offer some services pro-bono, but don't want this work to fill up your schedule, simply set the frequency limit for such sessions.

    Scheduling rules customization is available to everyone on Growth and Pro plans.

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  9. 📅 Daily and weekly session limits

    New Feature

    Be in control of your workload with new frequency limits scheduling rules. Set how many sessions you allow per day or week and Introwise will automatically mark dates as unavailable when your workload hits this limit.

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