---
title: Offer a free discovery call
sidebarTitle: Free discovery call
description: >-
  Set up a short, free intro call that new people can book straight from your
  portal.
audience: luminary
feature: sessions
type: guide
availability: live
last_verified: '2026-10-14'
keywords:
  - discovery call
  - free consultation
  - intro call
  - free session
  - clarity call
url: >-
  https://help.bringsoul.life/luminaries/offerings/sessions/offer-a-free-discovery-call
---

# Offer a free discovery call

> Set up a short, free intro call that new people can book straight from your portal.

A free discovery call lowers the barrier for someone who's curious but not ready to pay. You get to meet them, they get to feel what working with you is like.

## When to use this

- People find you online and want to talk before committing.
- You sell a bigger package or program and want a natural first step.
- You want a single link for your bio, emails and social posts.

## Set it up

**Step 1: Create the session type**

Go to [Offerings → 1:1 Sessions](https://portal.bringsoul.life/one-on-one) and click New Session
Type. Name it, for example *Free Discovery Call*, pick 30 minutes (or 15) under Duration, and
leave Pricing on Free. Click Next.

**Step 2: Choose how you'll meet**

Under *"How do you want to host this session?"* tick Online (and/or In Person). Click Create
Session Type. Soul opens the new session's page.

**Step 3: Add your hours**

On the Availability tab, click + Hours next to each day you take calls and add a time slot, for
example Tuesday and Thursday, 10:00 to 12:00. Keeping discovery hours narrow protects your paid
time.

**Step 4: Assign yourself as host**

In the Staff row on the left, click +, then Add Staff and pick yourself (your card is marked
*You*). If you're not in the list, add yourself first under [Business →
Resources](https://portal.bringsoul.life/resources) → Staff → Add Staff. The *"Assign at least
one host"* check clears.

**Step 5: Confirm bookings automatically**

In the Session details card, switch on Automatic Booking Confirmation. A free call rarely needs
approval, and people like getting their link right away.

**Step 6: Make the page inviting**

Click Edit. Add a Headline such as *"A relaxed 30 minutes to see if we're a fit"* and a
Description of what you'll cover. Click Update, then upload a cover image on the left.

**Step 7: Share the link**

Open the … menu at the top and choose Share to copy the link. Put it in your bio, welcome email
or website.

## Tips

- Ask a few questions first. Attach a short [intake form](https://help.bringsoul.life/luminaries/offerings/sessions/require-an-intake-form) (_"What brings you here?"_) so you arrive prepared.
- Set a minimum notice. In One-on-One Settings, Minimum Notice Time stops people booking a call that starts in ten minutes.
- Follow up automatically. On the Automation tab, send a welcome email after each booking. See [Send emails automatically after booking](https://help.bringsoul.life/luminaries/offerings/sessions/send-emails-after-booking).
- Mention your paid offer. End the description with the next step, such as your paid session or package.

**Warning:** 
Free doesn't mean anonymous. Clients still sign in or create an account to book, which also adds
them to your audience.

## What your members see

Your call appears on your sessions page with no price. They pick a time and click Book Now. If you attached a form, they answer it on the Confirm Booking page and click Book Now there. There's no payment step. They land on their booking page, which shows Confirmed (or Awaiting confirmation if you approve bookings manually), with the meeting details once the booking is confirmed.

## Related

- [Sell a paid session](https://help.bringsoul.life/luminaries/offerings/sessions/sell-a-paid-session)
- [Set your availability](https://help.bringsoul.life/luminaries/offerings/sessions/set-your-availability)
- [Approve each booking yourself](https://help.bringsoul.life/luminaries/offerings/sessions/approve-bookings-manually)