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Using Scheduling for your coaching business

Use Scheduling to optimize your coaching business, moving booking online, creating automated reminders for clients, and more. This guide explains Scheduling features that many coaches find helpful.

Create custom appointment types to offer a variety of services

Create an appointment type for each type of service you offer. Add a description to highlight what’s special about your services and an image to give clients an idea of what they’ll experience. These appointment types are the first choice clients make when they start Scheduling online, so make your offerings as engaging as possible.

Gather custom data as clients book

Create custom intake forms to get the information you need as clients book. Consider creating a more-detailed form for initial consultations and using a shorter form to ask about ongoing issues for existing clients.

Create package discounts to lock-in clients

Use package discounts to encourage clients to commit to several appointments at once. This locks in revenue and gets clients in the habit of using your coaching. You can also offer subscriptions, if you want to encourage clients to commit to working with you for a longer period of time. Packages and subscriptions are both highly customizable for your needs.

Collect payment seamlessly during booking

Integrate with Square, Stripe, or PayPal to collect payment as clients book online. This automates the process for you, allows clients to skip using cash, and is great if you’re offering online sessions.

Use customized emails to drive client engagement

Edit your email templates to customize the automated emails Scheduling sends. Add your branding to every notification clients receive. Or use confirmation and reminder emails to ensure clients are prepared for your sessions, then use follow-up emails to prompt them to book their next session.

Meet virtually

Connect virtual meeting solutions like Zoom and Join.me to create online classes. Include your meeting links in the automated notifications you send your clients to make their experience painless.

Combine Scheduling with other digital tools

Scheduling integrates seamlessly with Squarespace websites, though you can also embed your scheduler on any website or use Scheduling without a website.

If you have a Squarespace website, you can generate revenue by selling access to content like videos or community pages with member areas. You can also add Squarespace’s email campaigns feature to send on-brand marketing emails and community updates to your clients directly from your site. This is a great way to talk about what’s going on in the world, and how that relates to the coaching you provide.

Get started with Scheduling

The best way to get to know Scheduling is to start a free trial. Vist Getting started with Scheduling to learn more about starting your trial and setting up Scheduling.

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Using Scheduling for your coaching business