Business Management & Seeker Relationships
See your business clearly. Know your Seekers more deeply.
Create a clear foundation for your work — a single view of your business and a place to hold everything that matters about the Seekers you serve.
See what's happening across your business
A single view of the work you do and the offerings you provide.
Your Business at a Glance
A clear view of what's happening across your work, in one place.
Your Offerings
See the services and offerings you provide and how they're doing.
Your Revenue
Understand what you're earning across everything you offer.
Your Schedule & Activity
Keep upcoming sessions, purchases and activity in view.
Keep the details that matter close at hand
A profile for every Seeker, holding the context you build together over time.
Seeker Profiles
A home for everything you know about the people you work with.
Session & Offering History
See what a Seeker has booked, purchased and received.
Notes
Keep private notes to prepare for and follow up on your work.
Intake Information
Hold the information a Seeker shared before you began.
Communication History
Keep your conversations connected to each Seeker.
Stay connected as your Seeker relationships evolve
A Seeker relationship doesn't have to end when the session does. Keep the thread of your work together across every kind of offering.
One connected history
Every session, purchase and message in one timeline.
Across every offering
Live Sessions, Prepared Services, Group Experiences and Circles together.
Ready when they return
Pick up where you left off the next time a Seeker comes back.
Context you can act on
The details you need to follow up, close at hand.
One Seeker. A connected experience with your work.
- 1Book a Live Session
- 2Return for a Prepared Service
- 3Attend a Group Experience
- 4Explore your content
- 5Join your Circle