--- title: '1:1 Sessions' sidebarTitle: Introduction description: >- Offer bookable appointments that clients schedule into your availability: discovery calls, readings, coaching, healing work and small-group sessions. audience: luminary feature: sessions type: introduction availability: live last_verified: '2026-10-15' keywords: - '1:1 sessions' - appointments - bookings - coaching calls - booking page - book a call - session types url: 'https://help.bringsoul.life/luminaries/offerings/sessions/introduction' --- # 1:1 Sessions > Offer bookable appointments that clients schedule into your availability: discovery calls, readings, coaching, healing work and small-group sessions. A 1:1 Session is a bookable appointment your clients schedule themselves. You create a Session Type once, such as a _Free Discovery Call_ or a _60-minute Reading_, set when you're available, and clients pick a time that suits them from your portal. Soul handles the payment, the confirmation, the meeting link and the calendar invite. Despite the name, a session type isn't limited to one person. You can let a small group book the same slot, sell a package of several sessions, or have your team members host. ## When to use a session vs. something else The deciding question is who picks the time, not how many people attend. | If you want… | Use | | ------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------- | | Clients to pick a time from your availability (one-to-one or a small group) | A 1:1 session type | | A gathering at a fixed date and time you choose (a workshop on Saturday at 4pm, a retreat) | An [event](https://help.bringsoul.life/luminaries/offerings/events/introduction) | | Self-paced lessons people work through on their own | A [course](https://help.bringsoul.life/luminaries/offerings/courses/introduction) | | Several sessions sold together for one price | A session type with a Bundle Size above 1 ([guide](https://help.bringsoul.life/luminaries/offerings/sessions/sell-a-session-package)) | | Time-limited access that makes sessions free or cheaper | A [pass](https://help.bringsoul.life/luminaries/offerings/passes/introduction) that includes the session | | An appointment you set up for one specific client | Schedule Session ([guide](https://help.bringsoul.life/luminaries/offerings/sessions/book-a-client-yourself)) | ## What members experience 1. A client opens your sessions page (`https://bringsoul.life/portal//sessions`) or a link to one session (`https://bringsoul.life/portal//sessions/`). 2. They see the cover image, headline, description, optional video, duration, format and price. 3. Depending on how you set the session up, they may first choose: - How: Video call or In person, if you offer both, - Who with: a team member, if clients pick their host, - Seats: how many places to book, for a group session, - a Room or optional add-ons, for an in-person booking. 4. They pick a day and a time under Book a time. The first open time is already selected. Times are shown in their own time zone, which they can change under Times shown in. For a package they pick every time first: the button reads Pick N more times until they have, then Book N Sessions. 5. They click Confirm & Pay (paid), Book Now (free) or Continue (you let them choose the price). On the Confirm Booking page they answer your intake form if you attached one, choose their amount for a pay-what-you-can session, can enter a code under Have a promo code?, and then click Confirm & Pay or Book Now. A signed-in client booking a free session with no form is booked straight from the session page. 6. They land on their booking page. If you approve bookings manually, it says _"Your booking is below. You'll hear as soon as the practitioner confirms it."_ Otherwise it says _"You're all set. Your booking is below, and the confirmation is on its way to your email."_ 7. They come back to the booking with View Booking Details on the session page, from the Calendar tab in [Activity](https://bringsoul.life/activity?tab=calendar), or from [Purchases](https://bringsoul.life/purchases) if they paid. On the booking page they can add the session to their calendar, join the meeting, reschedule (if you allow it), cancel, and request a refund after cancelling. Clients must sign in or create an account to finish booking. See [Book a 1:1 session](https://help.bringsoul.life/members/sessions) for the member's side in detail. ## Where it lives in the dashboard Go to [Offerings → 1:1 Sessions](https://portal.bringsoul.life/one-on-one). The page is called Sessions (_"Configure the types of sessions you offer."_). | On the Sessions page | What it does | | --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------- | | New Session Type | Creates a session type in three short steps. | | View All Bookings | Opens Session Bookings, every booking across all your session types. | | … menu → Settings | Opens One-on-One Settings: timezone, buffer time, minimum notice and date-specific availability for all sessions. | | … menu → Resources | Opens your resource setup (rooms, staff, add-ons). | | … menu → copy or share the sessions page link | Shares the page that lists all your public session types. | | Filter and sort | Filter by Visibility (All, Public, Unlisted, Private). Sort by name, price or duration. | Click a session type card to open its detail page: | Area of the detail page | What's there | | ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------ | | Header | Edit (content and pricing), Settings (booking policy), and the … menu with Preview, Share and Delete. | | _"Not ready to share yet"_ checklist | Appears until the session can be booked. See [Statuses](#statuses-and-lifecycle). | | Left column | Cover image, Session length, Visibility, Price, bundle size, Refund policy, and the Staff, Room, Add-ons and Promo rows. | | Session details card | Description, Session Modalities (Online / In Person), Automatic Booking Confirmation, Booking Form. | | Availability tab | Weekly Availability and Date-Specific Availability for this session type. | | Bookings tab | Bookings for this session type, with a My bookings / All bookings switch. | | Automation tab | Session Automation: send an email or a form automatically when someone books. | ## Anatomy of a session type A session type is made of the Offering (what it is and costs), how it's held, when it can be booked, who and what it needs, and the booking policy. Each booking then becomes its own record with a status. ### Basics (Edit → Details) | Setting | What it does | | ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Session Name | The title clients see, such as _Discovery Call_. | | Duration | Length in minutes. When creating, choose 15 minutes to 2 hours or Custom duration. | | Bundle Size | How many sessions one purchase covers (1 to 20). 1 is a single session. Above 1, clients pick that many time slots when they book. Not available while group booking is on. | | Pricing | Free or Paid. Prices are in USD. | | Price (USD) | The fixed price. For a bundle, this is the price of the whole package. | | Variable pricing | _"Let customers choose how much to pay within a range."_ Set a Minimum Price and Maximum Price. Shows as Variable on the detail page. | | Headline (optional) | A short line at the top of the booking page. | | Description (optional) | What clients can expect. Shown on the booking page and the session card. | | Video URL (optional) | A YouTube or Vimeo link shown on the booking page. | | Cover image | Upload it in the left column of the detail page. Cards look bare without one. | ### How it's held (Session Modalities) | Setting | What it does | | --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Online | Clients meet you by video. Meeting links are created automatically from the host's connected Zoom or Google account, or you add your own link to each booking. | | In Person | Clients come to a place. Needs a Location Name, Location Address (look it up or switch on Manual Address Entry) and Instructions (arrival details). Show full address before booking puts the full address on the session page; when it's off, visitors see only the city until they book. | | Both on | A hybrid session: each client chooses online or in person when they book. | At least one modality must stay on. See [Offer online, in-person or hybrid sessions](https://help.bringsoul.life/luminaries/offerings/sessions/choose-online-or-in-person). ### When it can be booked | Setting | Where | What it does | | ------------------------------------ | ------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------- | | Weekly Availability | Session → Availability tab | Time slots for each day of the week, per session type. A day with no slots shows _"Unavailable"_. | | Date-Specific Availability (session) | Session → Availability tab | One-off changes for this session type: Block, Override or Add Hours on chosen dates. | | Portal Timezone / Your Timezone | One-on-One Settings | The timezone your hours are set in. Clients always see times in their own timezone. | | Booking Buffer Time | One-on-One Settings | _"Add buffer time between sessions for preparation."_ 0–120 minutes. Applies to all session types. | | Minimum Notice Time | One-on-One Settings | _"Require advance notice before sessions can be booked."_ 0–168 hours. Applies to all session types. | | Date-Specific Availability (global) | One-on-One Settings | Block, override or add hours on dates _"across all session types"_, such as a holiday. | | Google Calendar | [Settings → Integrations](https://portal.bringsoul.life/settings/integrations) | Your connected calendar's busy times block session slots. | See [Set your availability](https://help.bringsoul.life/luminaries/offerings/sessions/set-your-availability). ### Who and what it needs (Staff, Room, Add-ons) | Setting | What it does | | ------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Staff | Who can host. Soul adds you as the host of every new session type. If you add several, choose Auto-assign or Customer picks during booking under _"Who picks the staff?"_ | | Room | Physical rooms the session can use. Only for sessions with In Person on. Auto-assign or let the client pick. | | Add-ons | Equipment or extras, such as mats or towels. Each can be Required or optional, assigned by Soul or picked by the client, and Per attendee or shared by the group. Only for in-person sessions. | Staff, rooms and add-ons come from [Business → Resources](https://portal.bringsoul.life/resources) (Beta). See [Run sessions with your team](https://help.bringsoul.life/luminaries/offerings/sessions/run-sessions-with-your-team) and [Reserve rooms and equipment](https://help.bringsoul.life/luminaries/offerings/sessions/reserve-rooms-and-equipment). ### Booking policy (Settings button and Session details card) | Setting | Default for new session types | What it does | | --------------------------------- | ----------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | Automatic Booking Confirmation | Off | Off: each booking waits as Pending until you confirm it. On: bookings are confirmed straight away. | | Allow group booking | Off | _"Let multiple customers share a single time slot."_ Set Max attendees per slot (2 or more). Not available for bundles. | | Visibility | Public | Public, Unlisted or Private. See below. | | Allow Rescheduling | On | Lets clients move their own booking. | | Minimum Reschedule Notice (hours) | — | Clients can't reschedule within this many hours of the start. 0 means no restriction. | | Booking Form | None | A custom form clients fill in before booking. Add Form / Manage Form. | | Refund policy | Portal default | Uses your portal refund policy unless you Create override for this session. | | Promo | None | Promo codes that apply to this session. Manage Promotions. | ### Visibility | Setting | Who can see it | Who can book it | | -------- | --------------------------------------- | ---------------------------- | | Public | Everyone. Listed on your sessions page. | Anyone (after signing in). | | Unlisted | Not listed anywhere. | Anyone with the direct link. | | Private | Your subscribers only. | Your subscribers only. | ## Statuses and lifecycle Session types don't have a draft mode. A new session type is Public straight away, but no one can book it until it has availability and a host. While something is missing, the detail page shows _"Not ready to share yet"_ with a checklist: | Check | Fix | | ------------------------ | ---------------------------------------------------------------------------------------------- | | Set weekly availability | _"Add at least one time slot so customers can find a bookable time."_ Click Open Availability. | | Assign at least one host | _"Bookings need someone to run the session."_ Click Manage staff. | | Pick … options | A required room, staff or add-on has no options selected. Click Configure. | **Tip:** Want to set things up quietly? Switch the session to Unlisted while you work, then back to Public when it's ready. ### Booking statuses | Status (dashboard) | What it means | What the client sees | | ------------------ | ----------------------------------------------------------- | ------------------------------------ | | Unpaid | Checkout started but not paid. _"Payment Required."_ | Payment pending, with Finish Payment | | Pending | Paid (or free), waiting for you. _"Action Required."_ | Awaiting confirmation | | Confirmed | Booked and scheduled. | Confirmed | | Cancelled | Cancelled by you or the client. Not refunded automatically. | Cancelled, with Request a refund | | Refunded | Payment returned. | Refunded | Session Bookings groups bookings into Needs action, Upcoming and past bookings, and filters by All, Unpaid, Pending, Confirmed and Cancelled. Group bookings carry a Group badge. ## Limits and good-to-knows - One value per session type. Duration, price, capacity and every other setting apply to all bookings. You can't charge more for evenings or give returning clients a longer session. Create a separate session type instead. - One price for both modalities. A hybrid session has the same price online and in person. For different prices, create two session types. - One host, one place at a time. A booked slot blocks that host for that time, whatever session type it came from. Splitting your hours across several session types doesn't let you take two bookings at once. Only separate staff (or rooms) can run sessions in parallel. - Bundles and group booking don't mix. Choose one per session type. - Bundle sessions can't go in a pass. - Rooms and add-ons need In Person. Online-only sessions can only use staff. - Cancelling never refunds automatically. Use Issue Refund on the cancelled booking. - The in-person address is hidden on the session page by default. Clients see only the city there, and the full address on their booking page once they've booked. Switch on Show full address before booking under Location Details to show it to everyone. - Clients need an account to book. Guest booking for sessions isn't available yet. - Deleting a session type can't be undone. ## Guides - [Offer a free discovery call](https://help.bringsoul.life/luminaries/offerings/sessions/offer-a-free-discovery-call): A short, free intro call that turns visitors into clients. - [Sell a paid session](https://help.bringsoul.life/luminaries/offerings/sessions/sell-a-paid-session): Your core paid appointment, from setup to sharing the link. - [Offer pay-what-you-can pricing](https://help.bringsoul.life/luminaries/offerings/sessions/offer-pay-what-you-can-pricing): Let clients choose their price within a range. - [Sell a package of sessions](https://help.bringsoul.life/luminaries/offerings/sessions/sell-a-session-package): One purchase that covers several sessions. - [Offer online, in-person or hybrid sessions](https://help.bringsoul.life/luminaries/offerings/sessions/choose-online-or-in-person): Zoom, Google Meet, your own link, or a real address. - [Set your availability](https://help.bringsoul.life/luminaries/offerings/sessions/set-your-availability): Weekly hours, buffers, notice and time off. - [Require an intake form](https://help.bringsoul.life/luminaries/offerings/sessions/require-an-intake-form): Collect answers before anyone books. - [Approve each booking yourself](https://help.bringsoul.life/luminaries/offerings/sessions/approve-bookings-manually): Review requests or confirm instantly. - [Run sessions with your team](https://help.bringsoul.life/luminaries/offerings/sessions/run-sessions-with-your-team): Add staff, auto-assign or let clients choose. - [Reserve rooms and equipment](https://help.bringsoul.life/luminaries/offerings/sessions/reserve-rooms-and-equipment): Tie bookings to rooms and add-ons (Beta). - [Host small-group sessions](https://help.bringsoul.life/luminaries/offerings/sessions/host-small-group-sessions): Let several clients book the same slot. - [Handle reschedules, cancellations and refunds](https://help.bringsoul.life/luminaries/offerings/sessions/handle-reschedules-cancellations-and-refunds): Your policy, and what to do when plans change. - [Book a client yourself](https://help.bringsoul.life/luminaries/offerings/sessions/book-a-client-yourself): Schedule a session on someone's behalf. - [Discount a session](https://help.bringsoul.life/luminaries/offerings/sessions/discount-a-session): Promo codes and pass pricing. - [Offer a session only to specific clients](https://help.bringsoul.life/luminaries/offerings/sessions/offer-a-private-session): Unlisted links and subscriber-only sessions. - [Send emails automatically after booking](https://help.bringsoul.life/luminaries/offerings/sessions/send-emails-after-booking): Prep notes, forms and welcome messages.