I am often asked what tools you need to coach or consult with your clients virtually. In this tutorial I am demonstrating how to use Calendly.
Calendly is an online scheduling tool that allows professional organizers and other consultants and coaches to book online virtual services with their clients.
Would you like to schedule your professional organizing clients from your website any time of day, even when you are working with another client?
Check out my video tutorial HERE and watch till the end for a special offer.
I’ll show you how we can work together one on one to launch and grow your professional organizing business.
If we are meeting for the first time, my name is Katherine Lawrence and I am a Certified Professional Organizer. I launched my downsizing and decluttering business in 2002 and have helped 100’s of clients remove tons of clutter from their homes and offices to create a tidier space.
Lately I have taken on more virtual clients and Calendly has been a great tool in that endeavor.
With Calendly –
- Your customers can book appointments with you online
- Pay for their appointments online (in full or deposit)
- Schedule different types of appointments (in-person, planning sessions, phone coaching, etc.…)
❤ I love Calendly because it –
- Automatically adds the appointment to your calendar
- Automatically creates an online meeting link (sent to both you and your client)
- Displays your availability on your website in real-time
- Sends reminders to your customers
Yeah, it’s pretty awesome!
Calendly has a free basic plan, but I pay a small fee each month so I have more flexibility to create different types of appointments.
Other things you will need are –
- an online calendar (like Google Calendar or iCal)
- an online meeting account (Zoom or Go to Meeting)
- a service to collect payments (PayPal or Stripe)
- a website
In this tutorial video I will show you how these things integrate with Calendly, how to create a new account, a new event, and how to add your schedule to your website.
I would love to work with you! Schedule your coaching session HERE. You will receive a free updatable, digital action plan to chart your progress. Let’s build the business and life of your dreams together ✨