Feature Improvements:

💻 Your Zoom Waiting Room Settings Now Transfer to Profi

If you’ve opted to integrate Zoom with Profi for your video conferencing solution (instead of using our built-in video conferencing), you’ll notice the waiting room settings you choose in Zoom will now seamlessly transfer to the services in Profi using Zoom video conferencing. So, adjust settings like disabling your waiting room directly in Zoom and say sayonara to the waiting room during your Profi sessions!

🔔 Team Members Get Notified When They’re Assigned a New Client

As a Team Admin or manager: no more guessing if your team member knows which clients they’re being assigned. As a team member: no more worrying if you’ll miss a new client assignment. We’ve improved our Team plan notification emails so team members are notified when their workspace manager assigns them a new client. Ahhh… peace of mind. That feels awesome.

Feature Improvements:

📨 Invite Unregistered Clients to Your Programs & Packages

We’ve enhanced Profi Programs and Packages to work like Sessions. Now you’ll see a full list of your clients and unregistered contacts — easily accessible to choose from in a dropdown menu — inside your program and package templates. So you can add clients and contacts to these services in just a few clicks! Easy peasy.

❌ Your Client’s Expired Time-bound Packages Now Show Under Past Sessions

All of your client’s expired packages and sessions will now display in their Sessions tab under Past sessions as shown below.

GET A WORKSPACE OF YOUR OWN!

Our Product Vision + Your Feedback

We’ve re-launched our public roadmap under the Resources section of Profi.io. So, go check out what we’ve been busy delivering and planning! Easily click into feature cards on our roadmap and vote for them — letting us know why they're important for you. If you don't see a feature you'd like, just submit it as a new idea. Thank you for helping us shape the future of the Profi platform!

 I'VE GOT FEEDBACK!

Our Latest Features:

 See a Scannable, Searchable Table View of Your Clients! (Part of our Clients Page Redesign)

You’ve asked for it. And we’re extremely happy to deliver a simpler table view of your clients so you can add, manage and take action on client profiles from a single bird’s-eye view!

The new Clients table view includes two tabs of clients who are currently Active and those who you’ve Archived, with subtotals of each. It’s searchable, sortable and totals your complete client list from both tabs under Total clients (#).

We’ve added super scannable columns to view your client’s name/clickable profile, their email, phone and the organization they’re associated with in a single, simplified client view.

Use the three-dot action menu to the right to edit client info, add a note, propose a service, send a message or archive your client directly from the table view. You can send clients messages once they’ve created a Profi account.

To view each client’s profile details just click their name. Our new client profile cards feature an editable client Contact details tab, a Private notes tab, and you can now Propose a service or Archive the client directly from their client profile card as shown below.

MANAGE YOUR CLIENTS NOW

 Access Transaction & Session Reports (for Corporate + Network plans)

Platform Administrators for Profi Corporate and Network plans now have access to two new platform reports in addition to the Programs Report.

1. The Transaction Report – allows you to export all of your transaction data by filters like creation date, service/product type or name, practitioner name, client name, transaction status, payment method or team workspace.

2. And the Session Report – lets you export all of your client session data by filters including session time, type or name, session host or client name, client’s organization, session status, delivery method, public/private session or team workspace.

Feature Improvements:

👥 Coming Soon: Better Client Relationship Management in Profi

We’ve been heads-down, working steadily over the month to implement the Client Management features you’ve all been asking for. And we’re excited to share that we’re about 70% of the way there! So stay tuned for the full release coming in early July. Until then, check out these feature improvements for your programs and packages.

⚠️ New Warning Saves You From Accidentally Deleting A Session Template Already in use Inside a Program or Package 

There’s nothing more annoying than deleting something you were actually using in another service by mistake. So, we’ve added a warning message to help you understand what other services (programs and packages) a session template is being used for — so you can make an informed choice before you delete a session template you actually need!

Our Latest Features:

🎛️ Team Admins Have Complete Control Over Team Schedules

You wanted more control? You’ve got it. We now bestow upon Profi Team Admins the power to manage all team sessions in their Workspace. Schedule, reschedule and cancel sessions for all your team members.

💡Profi Tip: Team Admins can now fully manage individual and group sessions, individual and group sessions in Profi Packages and individual sessions in Profi Programs.

 

To schedule a session for a team member in your Workspace just add a new session to your Team calendar (via the +Add button or by clicking into the calendar) and you’ll see a new popup with fields to choose:

1. the Client,
2. who you want to assign as the session Host, 
3. and then select a particular Service.

Profi will then offer the session to the client on the assigned host's behalf.

💡Profi Tip: Team Admins, don’t forget to add your team member as a service host before you can schedule a session for them in the team calendar or manage a session on their behalf.

To reschedule or cancel a team member’s session, just head to your Team Admin Calendar view and hover over the session you’d like to Reschedule or Cancel. Team member hosts can also reschedule or cancel a session scheduled by their Team Admin.

MANAGE YOUR TEAM SESSIONS NOW