Simple systems to support your work—without the tech overwhelm.
This self-paced course walks you through how to set up an easy, reliable client onboarding flow using <a href="https://calendly.com/" rel="nofollow noreferrer noopener" target="_blank">Calendly</a>. Whether you’re just getting started or looking to bring more ease to your current systems, you’ll learn how to:
<ul>
<li>
Automate client bookings
</li>
<li>
Sync to your own calendars to only show the times you’re free
</li>
<li>
Collect payments up front
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Send intake forms and setup automatic email reminders
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<li>
Add your branding to the scheduling form
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<li>
Create a smooth, professional experience by integrating it into your website
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</ul>
All this, without needing any sort of tech background. Each lesson is to-the-point, practical, and designed with wellness professionals in mind.
As a bonus, you’ll also receive a downloadable “Calendly Pro Tips: Beyond the Basics” Downloadable PDF with advanced strategies for streamlining your system even further—like connecting to your CRM, automating follow-ups, and tracking bookings in real time.
This course is designed for:
<ul>
<li>
Wellness practitioners who want a simple, professional way to manage client bookings.
</li>
<li>
Coaches offering 1:1 sessions or paid consultations and looking to automate scheduling, payments, and intake.
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Therapists who want a clean, low-maintenance way to handle client scheduling—outside of or alongside their Electronic Health Records (EHR) system.
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Bodyworkers and somatic practitioners who need to collect intake info before a session and reduce no-shows.
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Healers, facilitators, and guides running virtual or in-person offerings and seeking a streamlined system for client onboarding.
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Solo business owners or small team clinics who are just getting started and want a scalable, easy-to-manage tech setup.
</li>
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Anyone who’s tired of back-and-forth emails and wants to free up hours of admin time each week.
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</ul>

Welcome to the Course

Creating an Appointment Type and Connecting Zoom/Google Meet

Adding Payments

Intake Forms

Syncing Your Calendars

Adding your Branding

Sharing your Scheduling Page & Adding it to your Website

Conclusion

Calendly Pro Tips - Go Beyond the Basics.pdf

Set It and Forget It: Automating Scheduling, Payments, and Intake with Calendly

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Set It and Forget It: Automating Scheduling, Payments, and Intake with Calendly

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