Configure your Appointment Scheduling Pages

 For Independent Coaches 

 For Coaches within Enterprise & Coaching Firm 

 

Overview

The Appointment Scheduling Pages feature allows coaches to create multiple public scheduling links, enabling coachees or prospects to directly book appointments on your Coaching Loft Calendar.
This functionality is exclusive to Coach Accounts with paid membership levels.

 

 

 

 Accessing Your Appointment Scheduling Pages

1. From your Coach Portal, go to Appointments.
2. Click the "Appointment Scheduling" button located at the top-right of the calendar panel.
3. By default, every coach account includes a scheduling page titled “Discovery Session.”
   • You can edit this page or create new ones by clicking the "+New" button.

 

  Creating or Updating an Appointment Scheduling Page

 

When creating or editing a scheduling page, you’ll need to:

1. Fill in all required fields (e.g., page name, appointment duration, description).
2. Set up payments (optional):
   • Toggle "Accept payments upon booking" to enable.
   • Enter the currency and amount per booking.
     Tip: See our guide on [Integrating PayPal with Coaching Loft] for payment setup steps.
3. Customize your calendar link:
   • Must be unique (avoid spaces, symbols, or special characters).
   • Use dashes (-) or underscores (_) instead of spaces.
4. Adjust availability settings:
   • Click a date on the scheduling calendar to configure your availability times.
   • Click "Save Changes" to finalize.

 

 Sharing Your Scheduling Pages

Once your scheduling page is set up:

• Share the link directly with your coachees or prospects.
• Post the link on your website or social media channels to attract new clients.

When someone books an appointment through your scheduling page:

• Both you and the participant(s) will receive an email notification with appointment details (title, date, time, and time zone).
• You’ll also receive a platform notification in your Coaching Loft account.
• The coach should follow up via email to confirm the booking.

 

  Important Notes

• All appointments created via your Appointment Scheduling Pages are automatically synced with your Coaching Loft Calendar and your synced personal calendar.
• This feature is available to:
  • Coaches in enterprise and firm accounts
  •  independent coach — except for Basic membership plan.

 

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