Making appointments and using the calendar

 
How do I let prospective clients know that I am available for a free initial consultation?

Offering an initial free consultation is a fantastic way to get new clients interested by demonstrating your value and the value of coaching. To offer a free consultation, activate your Book a Free Call tab.    Read more...

How do I create appointments with my clients?

You can add single or recurring appointment from either the View Calendar tab or the Appointments tab in the Calendar.    Read more...

How will I know if my client has cancelled an appointment?

If your client cancels your appointment, you'll receive an immediate email alert.    Read more...

How do I cancel or change an appointment?

You can change or cancel any appointment. On the Appointments tab, click Change next to the appointment you would like to change. Select the new start time, end time and/or date. On the Appointments tab, click Cancel next to the appointment you would like to cancel. Confirm the cancellation.    Read more...

How do I schedule recurring appointments?

Schedule repeated appointments from the Calendar. After choosing to Make an appointment, choose repeatedly instead of once only.    Read more...

Are my clients reminded of appointments and other tasks in their own time zone?

Yes, you see all times and dates in your own time zone, based on the setting you have selected in Location and Time Zone in the Account settings tab of Settings. Your client will see all times and dates in their own time zone, as they have set this in their own Settings page.    Read more...

Can prospective clients and those interested in knowing more about me schedule appointments?

Yes, from your profile page, the tab called Book a free initial appointment will allow your prospects to book an initial consultation with you. Just follow these simple steps.    Read more...

How do I set aside available blocks of time when I am free to see existing and new clients?

Available blocks of time are times that you have set aside when you are free to see prospective clients.    Read more...

Are my clients reminded of appointments in their own time zone?

Yes, you see all times and dates in your own time zone, based on the setting you have selected under Time Zone in the Account settings tab of Settings. Your clients will see all times and dates in their own time zones. This automatic process saves a lot of headaches converting time zones with your national and international clients!    Read more...

What appointments can a client see in their calendar? Will they see all of my appointments?

Your client can only see their own appointments in their calendar. When booking a free initial coaching call, your prospective clients can only see the times you have blocked off as available.    Read more...

How do I schedule my online coaching?

Online coaching does not involve live interaction, so you will schedule a recurring time when your client should submit a progress report. This is like the coaching plans a client would submit before and after a session.    Read more...

How do free initial coaching appointments work?

Your profile page includes a tab called Book a Free Initial Call. This tab allows prospective clients to book a time with you to discuss a potential coaching relationship together. This is probably the best way to get new clients, so make sure your tab is activated.    Read more...

 
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