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

Discover simple systems to streamline your work – without the tech overwhelm! This self-paced course guides you through creating an easy, reliable client onboarding flow using Calendly. Whether you're a beginner or aiming to enhance your existing systems, you'll learn how to:

• Automate client bookings and eliminate scheduling headaches.
• Sync Calendly to your calendar to only display your available time slots.
• Collect payments upfront for seamless transactions.
• Send intake forms to gather essential client information efficiently.
• Set up automatic email reminders to reduce no-shows.
• Add your branding to the scheduling form for a professional touch.
• Integrate Calendly into your website for a cohesive client experience.

All this is achievable without needing any prior tech experience! Each lesson is concise, practical, and specifically designed for wellness professionals.

Bonus: Receive a downloadable "Calendly Pro Tips: Beyond the Basics" PDF! This resource unlocks advanced strategies for further system optimization, including connecting to your CRM, automating follow-ups, and tracking bookings in real-time.

This course is perfect for:

• Wellness practitioners seeking a simple, professional way to manage client bookings.
• Coaches offering 1:1 sessions or paid consultations who want to automate scheduling, payments, and intake.
• Therapists looking for a clean, low-maintenance scheduling solution – whether alongside or independent of your EHR system.
• Bodyworkers and somatic practitioners needing to collect intake information and minimize no-shows.
• Healers, facilitators, and guides running virtual or in-person offerings who need a streamlined client onboarding process.
• Solo business owners and small team clinics looking for a scalable, easy-to-manage tech setup.
• Anyone tired of endless email exchanges and wanting to reclaim hours of administrative time each week.

Learn how to simplify your client onboarding and focus on what you do best!