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Written by
Maria Grigore
February 10, 2023

As a creator, coach, or online educator, you require a setup that enables you to concentrate on your content and clients without inflating your expenses and keeping it effortless to manage across all the products and services you wish to offer.

This is the philosophy behind Pensight - a creator toolkit that consolidates all the different elements you're already using, such as a Link-in-bio page, Zoom, Calendly, landing pages, PayPal, email, notes, and Google Forms, into a single, easy-to-use platform.

The best part? Pensight is free, eliminating the need to worry about paying exorbitant monthly fees charged by many traditional companies in the creator space.

How Pensight Works:

1:1 Meetings & Bundles

Pensight enables you to host both free and paid one-on-one meetings. It takes care of scheduling (replaces Calendly or Acuity), payments (PayPal or Venmo), unlimited video calling (Zoom or Google Meet), call recordings, chat, notes, and testimonials.

You can make the offer available via a unique link to create scarcity, or you can make it publicly accessible on your page. As part of your offer, you can also sell custom Meeting Bundles - a package of meetings (e.g. "five meetings for the price of four") that represents a fantastic way to increase the basket size per client.

Scheduling is simple - you can define your weekly availability, connect your Google or Outlook calendars to remove any potential conflicts, and set whether bookings need to be confirmed by you or put in your calendar as confirmed automatically when client books.

We send you and your client confirmation emails with calendar invites and call reminders to avoid missed meetings.

Additionally, Pensight offers the option to set up a discount codes to provide your clients with a percentage or sum discount for a specific product, catering to special relationships or loyal clients.

Group Sessions

Similarly to 1:1 sessions you can run group calls on Pensight. We take care of ticketing, reminders, calendar invites and all the other logistics. For video calls, you get full host controls where you can easily enable or disable guest cameras or microphones, allow them to raise hands to speak, and promote them to speakers to run your interactive group sessions in an orderly way. There is no limit to how long the calls can go on, there is a group chat available, and in case you want to allow unscheduled guests in, you can do that too by manually letting them into the call.

Courses

Pensight allows you to host and sell online courses. If you've been paying hundreds for Kajabi, Thinkific, or Teachable, Pensight offers a powerful alternative.

You can structure courses into Chapters and Lessons. Each chapter can contain multiple lessons and every lesson can be custom made with videos, text, images, and files. Videos can be uploaded directly to Pensight or embedded from Youtube or TikTok.

There are no limits to how many chapters, lessons, or videos you can add to a course, and there are no limitations to how many courses you can create and sell. Our users love the simplicity of the Pensight course set-up.

When your clients purchase the course they can access it any time via the Pensight homepage using their email.

Digital Products

This is the most flexible product category allowing you to create a product that can contain any file. Creators use this to sell e-books, videos, guides, templates, access to shared documents, and more. You can host the file on Pensight or you can add a link or instructions on how to access the product or service.

Video Q&As (Questions & Answers)

Coaches, consultants, and course creators receive lots of questions through comments, DMs, or Facebook Groups. With Pensight, you can offer a paid "Ask Me Anything" service where clients can pay you in exchange for a personal video reply to their questions that can come as a message or video.

Creators with limited time use this to engage with their audience in a more flexible way.

Profile

If you're just starting out and don't have a website, Pensight is a great way to bring everything together and establish credibility by showcasing your expertise, links, and offering. You can create a personal page in just five minutes and share the link with others.

Many of our users use Pensight as their link-in-bio page replacing Linktree or other providers as Pensight combines the monye-making capabilities that these sites don't have.

You can add links, an email collection form, videos, and your services to your page, and make it ready in minutes.

If you want to add Pensight to your link-in-bio, you can read more here on how to do it, and here if you want to do it on Instagram.

User experience

Calendar & Availability

You can easily personalise your availability for bookings choosing the weekly recurring days and hours that work best for you. You can also sync your Pensight calendar with your Google and Outlook calendars for availability matching.

No more last-minute bookings. You can specify a buffer time to prevent clients from booking appointments just a couple of minutes prior to the session. You can choose a custom buffer time (e.g. 30 minutes, 24 hours, or even 48 hours before the requested time)

Booking

Booking a call with Pensight is straightforward. Your clients have the option to add a message indicating the topic they want to discuss during the call (or fill in a custom form you created with Pensight Pro). As soon as the booking is made, you and your clients receive a notification email, and the booking will appear on your dashboard. You can accept or decline the booking. You can also set to accept meetings automatically. We take care of meeting reminders and if plans change, rescheduling the meeting is just as easy.

Meeting

For the meeting to happen, neither you nor your client need Zoom or any other platform or app but Pensight. Everything is handled through our platform in browser, both on mobile and desktop. Call links are always attached to the calendar invites, reminder emails, and can always be found in your Pensight account.

You can record sessions, share screen, make notes and exchange messages. In this way Pensight facilitates a private communication channel which protects privacy and your time. This also means that you can have everything in one place which leads to a much better experience and makes it easier to track progress.

Time management

When the meeting time runs out, the meeting will not be stopped in the middle of the sentence. In fact, you can keep going for as long as you wish. You and your client will also be able to see a 5-minute warning that you are coming close to the end of the session to gently remind of the timing. When the time is up, we'll show a notification, but you'll be able to carry on if you wish.

Testimonials

Once the purchase is completed, clients can leave a testimonial for you as well as send you private feedback. We send automated emails too to help you collect testimonials without having to ask people for them. The 5 star testimonials will be visible on your main page for everyone else to see. It helps to build your credibility, increasing your chances to be seen as an authority in your field and ultimately get more bookings.

Payment

We work with Stripe, to facilitate fast, cheap and secure transactions. It takes less than 5 minutes to set up your Stripe account. We also have payment analytics so you can see exactly where you’re getting your money from and how much is coming in the future. Payouts are automated and you don't need to worry about manual withdrawals - money arrives to your bank account within 3-7 days from when transactions are complete.

Referrals

If you really enjoy Pensight and you think your friends and others in your community would like it too, you can share your referral link with them and we will financially reward you in returnarn $50 for every person you refer when they earn their first $50 on the platform, and 20% of their recurring monthly $29 Pensight PRO subscription payments when they upgrade (full terms).

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