Offer complimentary sessions to prospective clients, let them book directly from your welcome page, and seamlessly convert them into registered clients — all from one streamlined workflow.

From prospective client intake to complimentary session booking and client conversion, our tools are designed to help you attract and retain new clients effortlessly.
Offer free 60-minute introductory sessions so prospective clients can meet their provider before committing. Build trust and increase conversion rates effortlessly.
Quickly add prospective clients from the provider dashboard with all essential details — name, pronouns, email, phone, preferred session mode, and appointment date/time.
Prospective clients can browse your welcome page, view provider profiles, select services, choose session types (Virtual, Phone, In-Person), and book complimentary sessions on their own.
Clients see live available time slots on a weekly calendar view. Filter by timezone, pick a date and time, and book instantly — no back-and-forth emails needed.
Track every complimentary session from creation to completion. Monitor Appointment Status (To be Scheduled, Scheduled) and Registration Status (To be Registered) at a glance.
Clients choose from multiple providers and service types — Individual, Couple Therapy, Family Therapy, or Complimentary Consultation — each with clear pricing and duration.
Convert prospective clients to registered clients after their complimentary session. Track registration status and streamline the transition to paid appointments.
Assign complimentary sessions to any provider in your practice. View sessions by provider name and manage workload across your entire team from one dashboard.
A complete complimentary session workflow — from provider management to client self-booking — designed to convert prospects into long-term relationships.
View and track every complimentary session from your provider dashboard. See created dates, client names, phone numbers, appointment and registration statuses, assigned providers, and take quick actions — all in a powerful, searchable table.

Add new prospective clients from your dashboard or let them self-book from your welcome page. Capture all essential details including preferred name, pronouns, preferred session mode, and additional information — making every first interaction feel personal.

Prospective clients visit your branded welcome page, browse provider profiles with bios and service offerings, select their preferred session type, and pick from real-time available slots on a weekly calendar — then complete booking with a simple form.

Color-coded status indicators for both appointment progress and registration status help you understand where every prospective client stands at a glance.
Prospective client added, awaiting appointment date assignment
Complimentary session date and time confirmed with provider
Complimentary session successfully conducted with client
Session was cancelled by the client or provider
Prospective client did not attend the scheduled session
Client has booked but hasn't completed registration yet
Client has completed registration and is now a full client
Track your prospective clients through every stage — from first inquiry to full registration.
Add prospective clients manually from your dashboard or let them discover you through your branded welcome page and self-register.
Prospects choose their preferred provider, session type (Virtual/Phone/In-Person), and pick from live available time slots on the calendar.
Meet your prospective client for a free 60-minute session. Build rapport, understand their needs, and showcase your practice's approach.
After the session, seamlessly convert them from 'To be Registered' to a fully registered client. Begin scheduling paid sessions right away.
Whether a provider adds a prospective client from the dashboard or a client books directly from your welcome page — everything flows into the same complimentary sessions pipeline for easy tracking and conversion.
Start offering complimentary sessions today and let prospective clients experience your care before they commit.
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 compliant • Multi-provider support • Role-based access • 24/7 availability