Managing Your Clients

View, communicate with, and track progress with all your clients.

Viewing Your Clients

Access your client list from the Clients tab:

  1. 1Tap Clients in the navigation
  2. 2View all clients you've had sessions with
  3. 3Tap on a client to see their details

Client Information

Each client profile shows:

Contact Information

Name and how to reach them

Session History

All past and upcoming sessions with this client

Total Sessions

How many sessions you've completed together

Package Status

If they've purchased packages, remaining sessions shown

Communicating with Clients

Stay in touch with your clients:

In-App Messages

Send messages directly through the app. History is saved for reference.

Session Notes

Add private notes after sessions to track what you covered.

Tracking Progress

Keep track of each client's journey:

View Past Sessions

See dates, durations, and topics covered

Add Notes

Record progress, areas to focus on, and follow-ups

Identify Patterns

Track which topics need more attention

Client Reviews

After a session ends, Profound asks the client to rate you with one tap on a star. A written review is optional. Ratings can appear on your public profile.

Encouraging Reviews

Clients already get a Home card and a notification when the session ends. A short thank-you message after a great session still helps if they have not rated yet.

Client Management Tips

  • • Send a follow-up message after each session
  • • Take notes during sessions for later reference
  • • Remember personal details to build rapport
  • • Suggest packages to committed clients
  • • Respond to messages promptly

Related Articles

Need more help?

Ask a question or send feedback. Your message goes straight to our support team, who'll reply by email.

Please sign in to submit feedback.