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Release v3.8.0 ​

Book one-on-one or group advisory sessions directly from your wallet — with automatic session credits, flexible scheduling, and easy cancellations.

What's new ​

Advisor Sessions ​

Connect with expert advisors without leaving Pearsana. Browse available session types, book a time that works for you, and manage everything from your wallet.

Highlights:

  • Browse and book — see all available session types with duration, advisor details, and availability in one place
  • Session credits — your organisation's plan may include advisory sessions. Credits are tracked automatically and deducted when you book
  • Pooled or specific credits — some plans grant credits for any session type, while others are tied to a specific kind of session. Both work seamlessly
  • Free introductory session — first-time users can book a complimentary introductory session to get started
  • Easy cancellations — cancel a booking from your wallet and receive your credit back if you cancel with enough notice

Group Sessions ​

Advisors can now host group sessions — webinars, workshops, or Q&A events — where multiple users attend the same scheduled event. Each attendee books independently and manages their own session credits.

Highlights:

  • Multiple attendees, one session — several users can register for the same event, each with their own booking record
  • Independent management — each attendee can cancel or reschedule without affecting other attendees
  • Credits handled per person — each attendee's session credit is tracked and refunded individually

Organisation Admin Tools ​

Organisation administrators can manage advisor sessions across their team — view all bookings, process refunds, and configure session types for their plans.

Highlights:

  • Full booking visibility — admins can see all bookings across their organisation, filtered by status or date
  • Admin refunds — cancel and refund a user's session with one click. The meeting is removed from both calendars and the credit is returned automatically
  • Session type configuration — add advisory sessions to any plan, choosing specific session types or a flexible pool of credits
  • No-show tracking — mark sessions where the user didn't attend for accurate reporting

Improvements ​

  • More reliable webhook processing — improved how the platform verifies incoming scheduling notifications for stronger security
  • Smoother admin experience — reset filters button added to the admin bookings view
  • More robust cancellations — cancellation handling now prevents duplicate credit refunds in rare edge cases
  • Stronger access controls — admin-only actions are now properly restricted to organisation administrators

Need help? ​

Email support@pearsana.com — the team is happy to help with booking sessions, managing credits, or anything else.