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✨ Recent Profi updates
What’s New in Profi
📨 Improved Secure Messaging Experience
We’ve given the Secure Messaging experience a bit of a visual facelift. Now see your upcoming sessions with a client and propose a new session — all while chatting with them.
Stay tuned for more Secure Messaging and other major updates coming in the next few weeks.
Community Events by and for Professional Service Providers
Don't miss our Free Webinar schedule in October. We’ve been talking to our Profis (professional service providers) to get a sense of where you need our help most. So, we’re excited to share some new formats with you. We hope you’ll join us so we can all get the most out of being in a community together.
🗓️ Oct. 6, 10 a.m. PDT: Profi Community Meetup
Running your own business can feel like a solitary venture. And pandemics, social distancing, and in-person mask mandates can make the disconnection even more palpable. Let’s shift the energy, shall we? Come connect with your fellow Profis to learn how they use the platform to run their business and scale their practice.
🗓️ Oct. 13, 10 a.m. PDT: Platform Overview + Q&A
Walk away with best practices to automate your daily operations, learn how to set up Profi based on your individual needs, and get your questions answered by our team of professionals.
🗓️ Oct. 20, 10 a.m. PDT: How to Launch a Successful Program
Have you been considering taking your business to the next level by productizing your knowledge or skill into a virtual program? We’ll cover the Program and course-creation process, step-by-step with you. Learn ways to engage your clients in this format and how to launch your Program.
🗓️ Oct. 27, 10 a.m. PDT: Platform Overview + Q&A
Walk away with best practices to automate your daily operations, learn how to set up Profi based on your individual needs, and get your questions answered by our team of professionals.
Train-up to Level-up Your Practice
📹 Watch Our Profi Platform Overview Video
Our Profis (professional service providers) can be anywhere on their professional journey. Some of you are just getting started with Profi and want help with the basics. And, some of you are pro users, but just need that extra helping hand with specific features you want to start using in your business to challenge and grow yourselves. For any Profi — no matter where you’re starting at on your unique professional path — this video will guide you through our core features so you can get started using them in your business today.
✨ Profi August update
What’s new in Profi
📅 Confirm, reschedule or cancel sessions from synced calendars
Guess what? Calendar management is becoming even more effortless. How? Well, no need to log into your Profi account to manage your appointments. Just make your updates directly from your synced Google and Outlook calendars.
Here are your new options:
- For new session offers: confirm, reschedule or decline them as shown below
- For confirmed sessions: reschedule or cancel them as shown below
🔔 Include messages when rescheduling
Also, when you reschedule or cancel, you can now add a message to let your clients know the reason.
🎬 Check your video and audio setup before entering the session room
It’s 9 a.m. and it’s your first call of the day. You enter a client session room and your client is already there. Strange sounds ensue: “Hellooo, can you hear me?” and “OMG, why does my hair look so weird on camera?”
For every “I wish I could check myself before I wreck myself” moment, we’ve introduced the Profi video conferencing pre-call screen. So, you can brush off the breakfast crumbs and check your sound, before you show up topless to your next client call. 😜
With the pre-call screen, both you and your clients can change your microphone, camera, video quality and more to make sure everyone is ready to shine.
Dedicate 100% of your session time to having a productive discussion and helping your clients instead of awkwardly adjusting yourself.
Ahhhh… aaand, action! 🎬
⏩ Session in progress bar
Connections get dropped, browser tabs get closed (mostly accidentally) in the middle of client calls.
For every time you’ve asked yourself, “how do I return to my call?” there’s now a Session in progress bar!
See how many people have registered for your session and your session duration. But most importantly, re-join a call at any time (provided the current session time isn’t over yet) or end a session with a click of a button.
❓Question: Oh, and how do you like the 👆 updated design of Profi’s left-side menu (which is coming soon)? Let us know in a quick reply to this email.
📌 Pin notes
And while you’re on a call with your clients, don’t forget to take private notes! Now you can not only share notes with clients but pin them as well.
Pinned notes will appear at the top of the Notes section.
Now, pin a note or two.
✨ Profi July update
What’s new in Profi
🛄 Archive clients
While most of us would prefer to have lifelong clients, pressing pause on a client engagement is a natural reality for any Profi (professional service provider). So, when you find yourself needing to take a breath and re-evaluate, try Archive clients.
On your next log in, you’ll notice your Clients contains two sublists: Active clients and Archived clients. Easily archive any client from your Active clients list. By the way, Archived clients won’t count towards your subscription plan’s client limit. So, archive away!
When you archive a client:
- They go into your Archived clients list
- You can’t exchange messages with them (but both sides will be able to view previous conversation history)
- You can no longer schedule new sessions with them or enroll them into your services
💬 Profi Q&A: “What if I decide to re-engage a client?”
You probably guessed it: you can un-archive them at any time manually or by proposing a service. If they accept an offer, archived clients will automatically become active again.
💙 Share beautiful landing page previews
We understand that how you present yourself to clients matters... a lot! And we care about all the little things that ultimately give your client the best impression of you and your business.
So from now on, whenever you share your service landing page links with clients on social, through messaging and other platforms, they’ll see beautiful and informative link previews. They display a service’s cover image or your photo (so upload it to your Profile if you haven’t yet) and a service name + its description.
🏦 Export all transactions in one click
Finally, you can export all your Profi client transactions from your Payments dashboard.
You’ll instantly get a CSV file download with the fields that mirror your service or event name, type + date, client name, the amount paid, payment id and more.
💡 Quick tip on Payments
You can easily withdraw your payment balance at any time by connecting your Stripe and/or Paypal accounts.
Upcoming events
🔖 Register now for our Free Profi Platform Overview + Q&A webinar
Learning your way through Profi? Have some questions? C’mon, we’re pretty sure you have a few. So join us for our FIRST EVER platform overview + Q&A session!
When: Wednesday, Aug. 4 at 10 am PT/1 pm ET/5 pm GMT
You’ll walk away from this free webinar with the skills to:
- Get started in Profi setting up your Profile and Calendar
- Create Services (Sessions, Programs) and invite your clients to work with you
- Learn best practices around sending Forms and much more.
Book your session seat and get your questions ready! 😉 We’re excited to connect with you live during the event!
See you on the webinar!
June updates
What’s new in Profi.io:
- Take notes during sessions
- Record sessions
- Invite participants to running group sessions
- Limit group session seats
- Add cover images to service landing pages
- Enable multi-cal sync (Google Calendars)
What’s new in Profi.io
📝 Take notes during sessions
In addition to chatting, you can now take notes during your individual client sessions and instantly share them with clients.
And combined with our next feature, your notes become a veritable Swiss Army knife where you can store, track and share your client progress all in one handy place.
🎥 Record sessions
We know you’ve been waiting for this one long enough. And we’re happy to announce your wait is over! Now you can record your sessions with clients using our built-in Profi video conferencing platform.
Each recording is stored and instantly accessible as a private note in each client card (in the Clients list). And like all notes, you can share session recordings with your clients with just a click of the share button.
Want to try it out right now? Schedule a new client session from your Calendar and see this new feature in action!
We value listening to our customers, so we welcome your thoughts and ideas on how we can make the session experience for you and your clients even better. Just reply to this email and let us know.
Add a new client session to your Profi Calendar
➕ Invite participants to running group sessions
Sometimes, people don’t manage to register for your sessions on time, and there’s no judgment here … we all get it.
Now you can include late arrivals directly from the group session in progress. So everyone can join in and benefit from the group without unnecessary time limitations.
Just add your existing clients from the Clients list or invite external participants who don’t have a Profi account client just yet (they’ll be prompted to create one before joining the session).
People you invite will get an email notification (and SMS if they’ve added their phone number in their Profile’s My info tab).
You can also copy + share a link with people you’d like to invite to your running session.
When someone from outside the registered participants’ list wants to join a group session in progress, you’ll have the opportunity to either admit them or deny their entry — feeling the power yet?
🚧 Note that this feature is only available in free group sessions.
✋ Limit group session seats
Marketers will tell you that limiting seats is a great way to boost event registrations — and they’d be right.
But it’s also a good idea to set limits for smaller focus groups that you want to dedicate your full attention to during a workshop or session that requires active group participation and interaction.
Create a new Group Session service
📜 Add cover images to service landing pages
In the image above, you can see a custom abstract cover image applied to a group session landing page.
Add a cover image for any type of service you offer to clients that displays on your service landing page.
📆 Enable multi-cal sync (Google Calendars)
In the previous update, we mentioned that we enabled multi-cal sync for your Outlook accounts. Now it’s Google time!
Add as many Google Calendars as you like to ensure you have full visibility and control over your schedule. And wave one final goodbye 👋 to meeting conflicts!
Sync multiple Google calendars
May updates
What’s new in Profi.io:
Share notes with clients
Multi-calendar Outlook sync
Our latest content:
What’s new in Profi.io:
📝 Share notes with clients
Starting today, you can easily share any private note with a client. Note your thoughts on their progress, or share a to-do list and it will instantly update (for them and you) whenever you add, edit or delete items from your shared note.
New shared notes immediately appear on a client's dashboard.
And don't worry... we all make mistakes sometimes. 😬 So, with a click of a button, you can unshare a note if needed.
What will your clients see?
Your shared notes.
Their private notes for each program module they're enrolled in.
All client notes are easily accessible through the client dashboard.
📝 So start sharing your first note now!
🚧 And more note capabilities are on their way!
💌 In the meantime, hit reply to this email and tell us your first experience with sharing notes and if there are other notes capabilities you'd like to see added next!
📅 Multi-calendar Outlook sync 🔄
Yep, it's here! Now add multiple Outlook calendar accounts AND multiple calendars within those accounts — and all of them will be in perfect sync with your Profi calendar.
And, of course, it's a two-way sync:
So all your Outlook events will show up in your Profi calendar.
Outlook event time slots will be unavailable for your clients to book.
And this feature ✨ automagically✨ adds all Profi events to your Outlook calendar!
🔄 Try syncing your Outlook calendar 📅
Note callout styling:
P.S. We didn't forget about those of you using numerous Google calendars. So, 📡 stay tuned for the June updates.
✨ The latest content to help you grow and scale your offering
We had a blast 👏 hosting a workshop on 🎤 expert public speaking skills and leadership presence with Jonathan Bender earlier this month. If you weren't there live, we highly recommend you watch the workshop recording to get Jonathan's expert tips on how to improve your public speaking and put new learnings into practice right away.
Jonathan is a true master of his craft (he's coached thousands of executives, coaches, startup founders and professionals over 25 years). And he's an internationally-known expert.
So no surprise that we highly recommend checking out his 2021 Intensive starting June 2: Claim Your Voice: Speak with Power and Presence. Join in the 10-week intensive, or do it at your own pace. It's a powerful, tested and proven training (taken by more than 500 of your peers) for finding your true confidence, authenticity and building your public speaking skill.
Don't miss this unique opportunity to claim your voice.
Those who adapt fast win. And that's even more true for corporate trainers. In a post-pandemic world, delivering your training online will remain the primary engagement channel.
For other trends like the rising emphasis on microlearning and interactivity, check out the full article.
Most therapists don't have a degree in marketing, so understanding the basics go a long way to help you attract new clients and keep them coming back for the next session.
We've hand-picked the essential marketing tips every therapist will surely benefit from (whether you decide to implement these independently or get outside help).
So that brings us to the end of this month's update. Thanks for sticking with us, and cheers to more growth and scale in your business! 👋