Profi features & demos

Explore all the essential features of Profi, the end-to-end service delivery platform designed for professionals like you.

Scheduling & Calendar

Your calendar and all client bookings, finally organized.

  • Avoid double-bookings with Google & Outlook calendar sync

  • Share a branded booking link for clients to schedule appointments

  • Stay informed with email & SMS reminders for you and your clients

Video conferencing

Enjoy unlimited, reliable, built-in video conferencing.

  • Run unlimited 1:1 and group sessions using Profi's built-in video conferencing or our Zoom integration

  • Enhance sessions with messaging, note-taking, screen sharing, recording, and even auto-charging for overtime

  • Instantly access and share recordings with clients or your team in just two clicks

CRM, Notes & Messaging

All client management - in one place.

  • Manage your client list with tags, stages, and other fields

  • Message clients, take private notes, or share them with clients and team members

  • View the complete engagement history, in one place

Forms

Collect vital information from clients effortlessly with automated forms:

  • Intake form during the first session booking

  • Agreement with a signature request after the first session

  • Weekly progress tracking forms

  • And more

Programs

Create and sell simple courses, a comprehensive program, or a package.

  • Build program content with videos, reading materials, forms, questions, and even sessions

  • Manage client progress with time- and completion-based module unlocks

  • Set up auto-renewal for packages and session credits with recurring subscriptions

Payments

Integrated payments, flexible client billing options, and no extra fees

  • Customize pricing and payment plans: one-time, installment, or subscription

  • Accept credit card payments from clients with our Stripe integration

  • 0% fee (only Stripe fees apply)

Reporting

Track & analyze your performance and earnings in minutes.

  • Gain insights into your sessions, programs, and revenue

  • Customize reports with 9+ filters

  • Download reports at any time for further analysis

Client portal

Onboard, impress, and retain clients with a branded, user-friendly portal.

  • Unified access to messaging, scheduling, payments, and video conferencing

  • Clients can view shared notes, programs, files, complete forms, and sign agreements in one place

  • Keep clients informed with email and SMS notifications & reminders

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Experience the full power of Profi's end-to-end platform for your business

Get started with a free trial or book a personalized demo with our product coach.

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Thank you for using Profi!

Profi is currently in the process of being acquired. As part of this transition, we are winding down the current version of the Profi platform.
All existing customers will continue to have full access to Profi through December 31, 2025. After this date, the platform will be retired in its current form.
Profi was built with deep care for modern coaching and care delivery, and we are proud of the impact this platform has had for providers and their clients. This next chapter ensures that the technology and vision behind Profi will continue within a larger ecosystem.
We are incredibly grateful to our customers, partners, and community for their trust and support.
For questions or support during this transition, please contact support@profi.io.
—
The Profi Team