Transcripts
1. Welcome to the Course: Hello, and welcome. I'm
really glad you're here. My name is Brendan.
I'm the founder of Inner trek Consulting, where I support
therapists, coaches, healing professionals, and
other wellness practiters in building practices that are both sustainable and aligned
with their values. I specialize in helping
you reduce overwhelm by simplifying systems and
automating your tech tools, so you can focus more on the healing work that
you're here to do. If you've ever found yourself buried in back and forth emails, trying to find a time to meet, chasing down client
payments or wondering where your client intake form disappeared to, this
course is for you. I'm going to walk
you through how to fully automate your scheduling, payments and intake process
using the platform calendly. You're going to learn how
to set up event types that reflect your services,
collect payments upfront, ask questions or gather intake info as part of
the intake process, integrate Zoom or Google
Meet automatically, embed your scheduling flow into your website,
and then finally, keeping your calendar clean and your clients informed
with minimal effort. Okay, let's jump right into it, and let's make Calendar
your virtual assistant, working behind the scenes 247.
2. Creating an Appointment Type and Connecting Zoom/Google Meet: I'm going to start
off with a really simple intro to calendar. I really like
Calendly because of how simple and
easy to use it is. There are many other
scheduling platforms, which I will get into
in other courses. But if you are a
solo entrepreneur or small team or small clinic, I really think Calendly is a good first option for
getting something simple, easy to use, and great format
for your clients, too. So for getting started
with calendar, I recommend their standard plan, which as of June
2025 is $10 a month, and that allows you to create several different meeting types. It also allows you to
add custom branding, as well as remove the
Calendly branding. There is a Teams plan, which costs $16 a month, and I think the only
reason you would want that is if you would
want custom intake forms and are going to route people to different scheduling types
based on their answers. But for this version,
we're going to start simple and just start on the standard plan and create one meeting type
to guide you through it. So let's start with
that. Let's create your first event type, and this is the building block
of your scheduling flow. Okay, so Caldee will start you off on the event type screen, and from here,
your first step is going to be click
on New event type. Here we're going to start
with a one to one meeting, which would be typical
for a lot of coaches or individual practitioners
meet with one client. So here you're going to enter the details of your meeting. So let's say you are
individual coach and you're going to want
to start off with a 60 minute coaching session. So we're going to put in
this coaching session. From here, you'll
set the duration, which will make 60 minutes. Your next step is to
set your availability, and here is the really
cool thing about calendar. So when you're editing
this, for example, you can set a range of how
far people can schedule. In this case, you might
want to say indefinitely. As an example, you can also
say how much notice you want to have before
people schedule with you or how far in advance
do you need to know. So for me, I like to have, like, at least a day or two. So I will actually
put that in here. I'll put it. One day. That way, you're not
taken by surprise when you show up
online in the morning, then you suddenly have
a meeting scheduled. So here's the cool
thing about Calendar. You can set exactly when people would be able
to schedule with you. So we can assume say that we're off on weekends
on Saturday and Sundays. We're going to hit Edit
to change this here. So say that you work Monday, Tuesday, Thursday and Friday, and you have off
every Wednesday. You want to block
off Wednesdays. I would take this off and then say that your schedule every
day is gonna be ten to four. Again, this could be anything. Add on Friday gear. Say on Fridays, you want to make sure that you go
home a little early. You don't have appointments
at 3:30. Okay. At that point, you can
apply it to the event. You could also add specific
dates or specific hours, say for holidays or other days during the year
when you know for sure that you might
not be available, or you want a different
availability, too. That's an option. So
apply to one event type. Okay. And from here, you are set as the host,
you're going to hit Create. Okay, so here is a
quick preview of what the scheduling
screen is going to look like for your
client's booking. And you'll see that I actually already have my logo in here, which I'll show you
how to do later, gives you information
of an hour. We still need to add in a couple of different bits
of information, whether it's in
person or online, via Zoom or Google Me but this
just shows you a preview. You'll actually see
that, you know, I'm giving myself every
Wednesday off in this case, but certain days
are blocked off, and that's because
I actually have Calendly linked to all of
my personal calendars, my personal work calendars. So anytime that I have
another appointment or, you know, I'm on vacation or I'm doing something
with a friend, if that time is in those other calendars and those are connected to Calendly, then it will block off that day or that time
frame completely. So that's the great
thing about Calendar and other scheduling tools
like it is that all you have to do is put your other
things into your calendar, and it will automatically adjust around in terms of meeting
times that are shown here. Okay, so from here, we're going to want to
add a few more details. So I'm going to go
to more options. Now, description. This is where you can
just put in exactly what it is that they're going
to in the meeting. So it's just an example, 60 minute coaching session to assist you in your
healing journey. So we'll go through the
options one by one here, it's going to save
that as you go along. So here's a really good
option which is buffer time. So that means that before any event that's booked
before or after, you set a minimum time in terms of when the next
meeting could be booked. So say, multiple people wanted
to book on the same day. So for me, I like to have at least 30 minutes
between appointments. So you could say
before and after. And you'll see as
I'm adjusting that, it's automatically adjusting
these times on here. And you'll see that by
clicking on these times, it will show the
available ones on there. Yeah. So it's scheduling
half an hour increments, but we'll get to
that eventually. You could also set the
max number of meetings. So say, you get really easily exhausted or burned out after having a
couple of these, say that you only wanted to have three coaching
sessions per day. You can put that in
there, so save changes. It will remember that.
The next important option is booking page option. So this would be the URL, so it be calendar.com slash your business name slash whatever you want
to put in here. In this case, it's
just defaulting to the title of your
session, your event. In here, you can see start
time and increments of, in this case, 30 minutes. But you'll see say I wanted to be only on the hour,
if I change that, then immediately it's going to only start times ten and 11 and then here it's going to be the kind of so for
the next option, it's going to be the
time zone display. Now, this is the great
thing about Calendar. All of these times you
originally said are you in your original time zone. But whenever a client
books something online, it's going to show
them automatically in their own time zone so that they'll know if that
actually works for them. You can lock the time
zone as it says here, it's best for in person events
so that people are aware that they would
need to be there in person at a certain time
locally for your time zone. Okay, so the next thing
is the invitee form. We're actually going to come
back to that later because that's how you're going to
set up your intake questions. There's also payment. We're also going to cover that
in a later module. Okay. Now, we're looking at
notifications and workflows. We're just going to
focus basic right now, which is basic notifications
around your appointment. So they are going to get a email immediately
after booking, and that's going to include a calendar invite
for the meeting. Now you can edit this
clicking on Edit. It's automatically going to detect their name as well
as the meeting name. And this is a very simple
calendar invitation that is going to
have the event name, the event description,
the location, and any questions and answers that you might have included as part
of that process. So you can modify this
if you'd like to or add more information into the
calendar invite, as well. In this case, just go to close that so the next three things that we'll focus on
are email reminders, text reminders, and
email follow up. And these are optional. You don't have to include these, but they could be helpful
for your clients. They're going to
start by default off. So you're going to want to say
you wanted to enable that. You're going to click
on and then click Edit. And this is going to be
an automated email that is sent a certain time
before the event. This case, it's
defaulting to 24 hours. You could also add
another reminder that's say 1 hour before the event, which can be helpful if
they forget the day of. The subject is just going to automatically pull your name, the event name, the event date, and then basically just
a simple template, a reminder that this
is your event time. Again, any of this could be modified or you could
add information. You could also add your cancellation policy
if you'd like to. And one really useful thing
is that in these emails, there'll be buttons to
automatically cancel or reschedule if the client
is not able to make it. And that just puts the burden on them if they need
to do something so that they don't have
to reach out to you and you don't have
to do anything by email. They can just handle
it themselves. And if they're rescheduling, it would just take
them right back to the scheduling screen
where they could do that. Okay, so I'm going to
save and close here. Okay, so you also can send text reminders if you're
collecting their phone number. So I'm going to show
you how to do that. I click this on, and then click Edit. And this is pretty basic, just a reminder again, of the event and your name, the time on a specific date. Save and close that as well. And then finally is the
option for email follow up, so that would be after
the appointment, if there's something
you wanted to send to them like automated information's
important for after your session or kind of an
invitation for feedback. Let's open up that
to take a look. Turn that on. Get it. Again, if you scroll down, you can see how much later. Say you wanted this to come
out like a couple days, let's say, three days
after the event. And you wanted to say, Okay. So I just modified
that a bit to say, Do you have any feedback
about her appointment? Here are DS ARsources. Maybe you could link to
something for example. Right here. And then you
could link to something, for example, by
adding link here. And then you could
include a link, for example, something from your website or a PDF
document that's online. You could just paste
the link in here or you could highlight this
and click Link, and then add URL right here. Okay, so I'm going to
save and close that. Then the last thing
on this screen, I'm going to show you is
the confirmation page. So that is immediately after
booking the appointment, what the guest is going to see. So it is set to display a confirmation page
through Calendar, in this case, or you
could redirect it to a page on your website
if you wanted to, as well. But in this case, it
will actually include a standard link to
schedule another event. Now that is off, but you could
turn that on right there. And so you wanted to
add another link, say, to your website? So I'm going to
put mine in there. And that's on as well. And you can add other
links if you want to. Then hit Save changes. Okay, so if we go back, the last thing we're going to
do is set up the location. So you click on location from the main screen when you're
editing the event type, and it's going to have a couple different
options in here. The ones that shows
by standard are Zoom, phone call or in person. But if you click on this, you can actually connect a bunch of other different online meeting
tools such as Google Meet, Microsoft Teams,
Webex, go to meeting. For this, we're just
going to focus on Zoom and Google Met. I'll use Zoom as an example. So you click on Zoom here? I'll be joining from and
creating a Invite link for that. So I'm going to
hit Save changes, but I'm going to show you how to connect your Zoom
or Google meet. Okay, so I'm going to select Zoom here as
a first example. So I don't have Zoom connected. I usually use Google
Meet for my meetings, so this will be a good example of connecting Zoom
to your account. So Zoom is not yet connected. I'm going to hit Save
Changes. All right. So from your event type screen to connect your Zoom account, you're going to want to go
to the left hand bar here and click on
Integrations and Apps. So you're going to see a bunch of different
integrations platforms. You'll see that my Google Meet
is already connected here. But go back to that. We're actually going to
start with Zoom here. So if you click on Connect Zoom. It's going to ask
you which account. In this case, I have a couple
of different accounts, and I'm just going to blur out my email address in
this case for privacy, but you'll see your
email address. When you click on
Switch account, it's going to open this up, and you're going to have to type in your username and password. So it's just giving
you the rundown of what it can connect to. And then here you're
going to click on Allow this app to use my
Shared Access permissions. It. Allow. Okay, so this is just giving you some instructions for
how to select a Zoom. So if we go back to event type, and then we find this event
that we just created, which is the 1 hour coaching
session, click on that. And then from there, we'll
see that Zoom is connected. So what's going to happen
there is that when a appointment is scheduled
through this event type, it will automatically create
a Zoom link that will be put in the calendar
invite for the participant. So again, just click
on Save changes. Okay, we're going to end
it there for Module one. You've done a lot already. We just have to add payments and intake forms in
the next modules, and then we'll show you
how to connect it to your website and send out
the link in the future. Now, one thing before we go, I just wanted to show
you is that it's really easy to
duplicate these events. So say that you wanted to have
almost everything the same except that you
wanted it to be like 30 minutes or you want it
to be 90 minutes instead. So to do that, all you
need to do is click on this gear item next to the
1 hour coaching session. And then from there,
click on Clone. Now, what it did
there is just make an exact copy of
everything the same, has slightly different names, a different booking page. But if I go into that and say we wanted to make it 30 minutes, you can just add that here. You change the titles, say 30 minute, take away
the clone from the name, and hit Save changes. And boom, automatically,
you've got two different appointments that are exactly the same
in every sense, except just the duration
of the meeting time, and you could share
those links separately. Now, it's going to start by
being turned off initially. So you'll see that when it's turned off and not activated, you're going to see
this button here, so you're just going to
want to hit turn on, and then it's activated. Alright. See you in
the next lesson.
3. Adding Payments: Okay, so welcome back. In this module, we're going
to focus on payments. So let's make sure you're getting paid before
your sessions start. You could always invoice your clients afterwards,
but in this case, we're going to focus on
having the client pay you upfront when they're
scheduling the session. So Cally supports direct
payment collection via two platforms Stripe and PayPal.
Here's how to set it up. So back at the
event type screen, you are going to go back to the integrations and app
screen here on the left, and then you're
going to scroll down and you'll see both
Stripe and PayPal here. I'm going to use PayPal
just as an example because I use that payment
processor for my business. If it's not here for some
reason, just click on Show A. From there, just click on PayPal and then follow the instructions
on the screen here. Okay, so I just zoom through that section for
my own privacy there. In this case, all you had to do was log in to your
PayPal account, and then it automatically
connected it there. So from there, I'm just
going to click on Return. Okay, there we go.
So, in this case, PayPal is currently connected. So from there, I'm going
to go back to event types, and we're going to go back into that original 1 hour
coaching session that we were working on before. So once in this start
screen for the event, you're going to click
on more Options. And then from there, you're
going to scroll down until you see payment.
So click on that. And from default, it's
set to do not collect payments for this event because
I only collected PayPal, if you're using Stripe, you're
going to want to follow the same procedure and
connect your stripe account. But here, I'm going to click
Accept payment with PayPal. Here you're just going to set
the price of your service. So say that you are
charging $120 per session. You could also add
payment if there was something specific you wanted to add there, that's optional. Then from there, just
click on Save Changes. Okay, so that payment
should be set for $120. Here, we're actually just
going to test it out and see what it looks like when
people are booking with you. So you click on View
Booking page here, the 1 hour coaching session. Now this is going to open up
the whole new window here. Here's an example if they just use the direct
booking link. Now, eventually, this is
going to be on your website, but say they clicked on a
date, they clicked on time. Next. Okay, so here is an example of what
they'd be seeing. Now, eventually,
we're going to add more information to this in future module for adding
specific intake form questions. This is just an example. Go to enter my name here. G to say, blah,
blah, blah, blah. Okay. Enter your
phone number here, blurring this out for privacy. If they tried to hit on
Schedule event here, this is going to pop up saying, Please enter your payment
details for PayPal. So you're going to have
to click on that first. And that's actually going to
open up a whole new screen, which is going to direct them to their own PayPal account. They'll log in,
connect the PayPal. Once it's all
connected in there, then they would click
on Schedule event. So that's just an example
of how it looks for them. Be scheduling scream.
And there you have it. That's how to add your
payment information. And a pro tip is
just that you can reduce a lot of no shows by attaching payment
to your services. There's more of a tendency
due to the psychology of it for people to not show
up when it's a free event. It's important that you get paid for the good work
that you're doing. Okay, see you in
the next module.
4. Intake Forms: Okay. Hello, and welcome back. For this module, we're
going to be focusing on intake forms and collecting
your client information. So for example, say
you are a coach or a massage therapist
and you want to be collecting some more specific
information, for example, their history with coaching, their therapeutic history, or if they've had injuries in the
case of getting a massage. So today, we're going
to show you how to add those specific questions
to your event. So you're going to go back to this 1 hour coaching session that we've been
working on all along. Click on that, open. So from there, you're gonna
click on more options again. And then from there,
you're going to remember that we skipped
over this last time, but there's a section called
Invite Form. Click on that. Okay. So in there, you're going to see
the invitee details. In this case, it's
just collecting names, so they don't have the specified
first name or last name, but if you wanted
to change that, that could be really useful for email lists
later, for example. Now, this is a great option if they booked with you before. They can actually autofill
that information. They can add guests normally, but since this is
probably going to be a one on one appointment, you know, if you're
doing couples massages, this would be great. But we're going
to turn this off. Now, you remember we had selected a text
reminder feature, so that's why it's going to be asking for their phone
number in this case. But otherwise, you
could turn that off in the reminder section. Okay, so by default, it's just sharing
this one field, which says, please share anything that will help
prepare for our medi, which is a good placeholder. It's optional. So
if you wanted it, they had to fill it out, you
could hit required here. And it's also selected on. So even if you
wanted to keep it in the form but not actually have it appear in certain times, you could turn it
off right there. Now, I'm going to
keep that on there, just as an example, but say we wanted to add
another question. So say from our example before, say you're a massage
therapist or you're individual yoga
practitioner acupuncturist, you name it, and
you wanted to get a sense of their injury history. So in that case, you'd
hit Add New Question now, here's where you're
going to want to select what they're including. Okay, so we're
going to start off with the answer type right here. I'm also going to turn this
on as required, set on. So when you click
on answer Type, it's going to give you a whole
bunch of options here for the type of information
you want to collect and also how the
information is displayed. So one line is
just a single line of texts that they
would fill in. Now you remember the other field up here was multiple lines, and that's when they would
want to type in more of like a couple of sentences
or like a paragraph. Just going down
through the options, radio buttons are just a list of multiple choice options
where you can see all of the options with
little clickable circles. Check boxes, likewise, would be things that they could check
one or multiple of them. For example, if you said, check any health conditions
that you've had previously, and then you can list all of those dropdown menu is
just like it sounds. You could have the same options that you had in radio buttons, but in dropdown
form that they have to click on in order to
select the right option. Now, phone number, we don't
need that in this case, because it's already collecting that for the text reminders. So in this case, I'm just
going to put multiple lines. So I've just skipped ahead
after me typing that out, but in this case, as an example, put tell us about
any injuries or health conditions that
are important for me to know about before session. Again, that would just
be a little text field. As another example, I'm just
going to use the checkboxes, say so just another example, say you wanted to
understand if they've had previous health
conditions and you wanted them to select it
from a list, you could say, I'm just balling heart disease, previous surgery and
shortness of breath. And if you wanted to add an other option or add
multiple other ones, you just click on that or
delete them as you go. That's just two examples. So that's just two examples. Again, the possibilities
are endless in terms of what other types of intake
questions you want to put. Just always add new
question right here. However, to make sure
that your form isn't overwhelming and you want to make it easy for people to book, I would recommend not including more than three to
five questions, Max. And from there, you
hit Save Changes. Okay, so we've arrived at
the end of this module two, and one thing I just wanted to mention about intake forms is, say you already have a form
set up somewhere else in Google Forms or you're a therapist and using
simple practice. If you wanted to link
to that directly, you could put a link to it in the confirmation page or the follow up email
as an alternative. But it is really nice
to have it all within here in the booking
page in Calendary. Okay. See you in the next one.
5. Syncing Your Calendars: Okay, welcome back. This module, I'm going to show
you how to connect your other calendars to
make your life so much easier and to make
sure that your clients don't schedule when you already
have something scheduled, be it work or personal time. Alright, so starting off again
at the event type screen, you're going to
want to click over here on the left
on availability. Now, from there, you're
going to want to click up here at the top on
calendar setting. Now here you're going
to see that I already have a couple different
calendars connected. I just have my emails
lured for privacy reasons. So in this case, I have
three calendars connected. I have my personal
Google calendar. I have my Apple calendar, which connects to my iPhone
and my math calendars. And then I also have my
Work gooogle calendar. So basically, anytime I add an event to any
of those calendars, it's going to check
against that when creating a booking page for any of your events and make sure that
that time is blocked off. So if you are going to
connect to calendar, you're going to
want to go up here to Connect Calendar account. From here, it's going to ask
you what type of calendar. You could click on
Google Calendar. There's also options here for Microsoft calendar through
exchange and Outlook. Then just follow the
instructions on the screen to log into that calendar and
then give it permission. So within those calendars, you can actually choose which calendars that it's
going to check against, too. So, you know, within
Google Calendar, you can have multiple calendars, you could have like friends
sign, personal time, a work calendar within
One account that you're going to want to click on Checki One calendar here, and now it's going to
pull up the names of all the calendars
within your system, and you just check each of the individual ones
that you wanted to check against, and
then click Update. And from there, the last
thing you're going to do is choose which calendar
to add events to. That's when someone books with you, where it's
going to show up. I've got my work calendar
selected for that one. So from here, you just open up the list and then for
each of those calendars, it's going to show the
calendars that are within them. You just choose the one that
you wanted to show up on. And when that's selected, the great thing about it is that the Zoom or Google
Meet or whichever link you're using
for online events is also going to be in
your calendar invite. The day of, all you need to
do is go to your calendar, the one you use for work
click on the event and then click on the join a Link
for Zoom or Google Met. All right. That's it for now.
See you on the next one.
6. Adding your Branding: Why, flow again. So
in this quick module, I'm going to show you how to add a custom URL and your
branding elements, like your logo to your
scheduling pages. Okay, so from the
event type screen, in the upper right hand corner, you're going to see this
button for your profile. Click to open up that. The first thing I'm going
to show you is the Mink. Now, this is for every
single link you use, it's going to start with
calendar.com slash, and in this case, you could put your name or the name
of your business. Just make sure you
click Save Changes. Just remember that every
time you update this, your old copied links
that you may have put out somewhere will
also need to be updated. So click Save Changes. Okay. Now the next thing is go back to your profile and then go Brandy. Now here is where you're
going to upload your logo. You'll see that I already have mine uploaded in this case. And if you're a
single individual, you just want to say apply to all users in your organization. You're going to want to turn
off the Calmby branding. Again, you only get this in
the standard plan and above, apply to all users, and it save changes. And that way, with any of your
appointment types in here, if you go in and you
click on Booking page, you're going to
see a preview that includes your logo right here. All right. That's it. I'll
see you in the next one.
7. Sharing your Scheduling Page & Adding it to your Website: Okay, welcome back to
your final module. You are almost there,
and I'm so proud of you. In this final module, we're going to go
over how to share your event scheduling page in
a couple of different ways, including how to put it on
your website, if you've got. So it's pretty simple. From the event page, we find your 1 hour coaching
session again, and you're going to click
on the Share button. So here you're going to see
three different options. Share a link, at times to
email and add to website. Now, the share a link option is the simplest version of this, and this is literally just
a link that you can copy. And when someone
clicks on that link, what they are going to see is the booking page that
we just previewed before. So that is totally
one option if you're emailing people or you wanted to put it
somewhere out there, like in a forum or send
a message to someone. Well, we're going to go back,
and I'm going to show you a cleaner way to share
your scheduling page. So click on Share
another option again, is to add times to emails. You could actually choose specific times, say on the 16th, you want at 11, on the 19th, you want at 3:00
P.M. From there, you click on Continue. It actually created this
custom little scheduling page. You could just copy those times, click on that and paste it right in an individual
email to a client. But say you wanted clients to book with you directly
from your website. You click on here,
add to website. There's a couple
different options. You could have inline, which is just when they open
up the webpage, they immediately see the
scheduling screen when it loads. You could have a pop
up that comes above all the other information that really prompts
them to schedule, or you could have
a clickable link that also produces a pop up. In this case, we're going to
focus on an inline embed, which is just having it
directly on the page. Click on that and then scroll
down and click Continue. Now here you're
going to see a few different options and don't let this code overwhelm
you. It's really simple. So the basic options is you can hide the
event type details. Now, this is the
description of the event, logo and that kind of stuff. If you already have
that somewhere else on the same page,
you could hide it. But I think it's
fine to just have it all in the scheduling
form right there. So leave that unclicked. Now in a lot of webpages, when they first sign in, there are tracking cookies
in the background, and it's going to ask
you for consent if it's okay to allow
those or deny those. If you already have that, I would say, go ahead and hide it. I think it's just
a good practice to have less
information on there about the cookies if you've already had
that on your website. So this is the cool part about
branding it to your site. So by default, Calendly
is using the colors, white, black and blue
for the scheduling form. But say you have
different colors for your brand or
for your website, you can actually change those colors to the specific
ones on your website. So it looks like
it's built right into the website and
matching everything else. And that just produces a clearer and more
professional look. So if you click on any of these, you can choose the
color on here. You can also find the
specific color hex code, the six digit code
that you could input right here to make sure
it matches exactly. Now the next step is to select this HTML code that you're
going to put in your website. You don't have to change
anything about it. It's already preset. In this case, you
just hit copy code. Now, to give you an example of how to put this
on your website, I've already pulled up my business website
on a different tab, and I'll show you how to paste that code into your
business website. Now, this is the page on
my website where folks can book a complimentary 20
minute introductory call, which is also an option for
anyone on their business, which would be free and
not using any payment. But right here, I
have a module now, doing this step is more if
you've designed the website yourself or you're
comfortable in whatever website
builder you're using. In my case, I use squarespace to design my website myself, but it does require
just a little bit of knowledge about how to
make edits to your pages. If this feels
uncomfortable at all, you could always
reach out or get extra help from someone
else adding this part. But just as an example, I added a little box
here on my web page, which lets me add in HTML code. So when I click on this, and then I click Add it here, again, this is in square space, so it's just an example. But you'll see that I've
selected Code Snippet. I hit embed data, and all I would need
to do is paste all of that HTML code that we just copied from the other
page right here. I'm not going to paste
it here because this is a different scheduling
lake I'm using. But that's all you
would need to do and then save the changes
to your website. Now, there may need
to be after that, you might need to play
around with it just a little bit in terms of changing the size of this
box to make sure that all of the information
displays correctly. But in many website Builders,
that's really easy to do. Okay. So once you save the changes there on the website, you
should be good to go. And I actually hold up this loaded page on my website just to give you an example of what
that looks like. So here you go. This is the book a complimentary 20 minute
introductory call. From here, you'll see the form just directly on my website, which just has all
the same elements of being able to
click directly on it, selecting a time, booking next, and then just having
all the intake questions right
here in your form. And you'll see that
I've actually matched the colors of the form to
the colors of my website. Although I still
kept in the blue because I feel like the
buttons really pop. Okay, you're almost done. The last thing you're
going to want to do is just test everything out. So in this case, we've set up everything for a 1
hour coaching session. I'm going to click
on Booking Le. So I'd like you to
just go through the whole process and
see how it works. So select a random date. We'll do June 24. Choose 1:00 P.M. Click on next. You'll see
all the information. Just confirm that
everything looks good here. It's showing the time zone of the person that
would be bookie, in this case, my time zone. And then from here, you'll
see some of the examples that we input for such as
first name, last name, email. This was the standard
question, you remember. This question about injuries
or health conditions. And then here are
the multiple choices they select about
health conditions. Finally, their phone number. They would use this part to
pay with PayPal or Stripe, whichever one you've set up, and then click Schedule event. And you can actually do this
for yourself by choosing a different email than
the email that you use for your calendar and then just go
through the process. Now, you'd be
sending this payment to yourself by testing it if you had an alternate
paypal account other than the one it
would be sending to. So you could test it out.
You could take this out. You could change the price to $1 and have someone else try
to go through it for you. A bunch of different options. You probably just going
to want to make sure that it actually goes through when testing it out for one final time and then
hit schedule event. And after that, you should see everything pop up
on your own calendar. You should see the
automated emails. And that's pretty much it. Just one more pro tip
is if you wanted to add your scheduling link
to your email signature, that's something you
could do as well. Or if you use another
email marketing platform, you could include
the link there as well so people could
schedule with you.
8. Conclusion: Okay, that's it. Congrats.
You now have a complete, professional and
automated system for booking sessions
through Calendly. One that handles
scheduling, payments, client info, reminders and calendar sync all in one place. Horay. You've just freed up hours each week and
created a smoother, more welcoming experience
for your clients. If you'd like any more help
refining your process, you need a custom
setup or you're ready to explore automating other
parts of your practice, I'd love to support you. You can reach out anytime at inertrecconsolting.com
to book a strategy call with me or to see what's next. Thanks so much for joining me, and I'll see you on
the next course. Bye.
Brendan Hughes, Operations, Tech, Automations Consulting
