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

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 Calendly. Whether you’re just getting started or looking to bring more ease to your current systems, you’ll learn how to:

• Automate client bookings

• Sync to your own calendars to only show the times you’re free

• Collect payments up front

• Send intake forms and setup automatic email reminders

• Add your branding to the scheduling form

• Create a smooth, professional experience by integrating it into your website

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:

• Wellness practitioners who want a simple, professional way to manage client bookings.

• Coaches offering 1:1 sessions or paid consultations and looking to automate scheduling, payments, and intake.

• Therapists who want a clean, low-maintenance way to handle client scheduling—outside of or alongside their Electronic Health Records (EHR) system.

• Bodyworkers and somatic practitioners who need to collect intake info before a session and reduce no-shows.

• Healers, facilitators, and guides running virtual or in-person offerings and seeking a streamlined system for client onboarding.

• Solo business owners or small team clinics who are just getting started and want a scalable, easy-to-manage tech setup.

• Anyone who’s tired of back-and-forth emails and wants to free up hours of admin time each week.