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Connect your Stripe account so course enrollments pay you directly. The platform retains a small fee per enrollment; the rest transfers to your account on each sale.
Send a personalized request to a client. They'll receive an email with a link to share their experience.
Recommend a colleague to the coaching community.
Generate trackable referral links for your clients to share.
If you use Calendly or Acuity, your external link replaces the built-in scheduler.
Sessions are added to your primary Google Calendar automatically when a booking is confirmed, updated when it's rescheduled, and removed when it's cancelled. Clients are added as attendees.
Connect your Zoom account so new bookings create meetings on your own Zoom — recordings, history, and billing all stay with you. You control recording from the Zoom UI per session.
Choose how you'll meet with clients. Most coaches use one recurring Zoom link for all sessions — it's the simplest setup. Connect your Zoom account for unique meeting links per booking.
Use a recurring meeting link so the same link works for every session. In Zoom: go to Meetings → Schedule a Meeting → check “Recurring meeting” with No Fixed Time → copy that link and paste it here.
How to create a recurring Zoom meeting →
SavedEmail reminders fire automatically at 48 hours, 24 hours, and 1 hour before each session. SMS reminders are opt-in — clients choose at booking time when this is on.
Clients can override this on a per-booking basis.
When on, cancellations inside the window keep a portion of the payment as a fee instead of a full refund.
What clients can book with you. Each type has its own duration, price, and slot increment.
All confirmed and manually-added bookings. Click an event for details and quick actions.
Current time:
Set your available hours for each day. Only shown if you do not use an external scheduler.
Mark vacations, personal appointments, or any specific times you do not want to be bookable. Each entry overrides your weekly availability.
Bulk-discount session bundles. Clients buy via Stripe; credits land on their account and can be spent at booking time.
Coupons are created in Stripe and applied at checkout via Stripe Checkout's discount field.
Clients who joined the waitlist when no slots were available. Click "Notify available" to email an invitation to book.
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Direct link to gift coaching with you:
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Pick a starting point. You can edit, add, or remove questions after selecting.
Pre-session forms help clients reflect before each session.
Your platform subscription. Pricing covers every feature on the dashboard — capacity is the only difference between tiers.
Counters reset at the start of each billing period. Overage is billed at $3 per session above the cap; client overage is informational only.
Earnings from courses and session packages sold through your dashboard. Payouts go to your connected Stripe account; this is the lifetime total of your share.
Bookings revenue is tracked separately on the Analytics tab.
This is how your intake form will appear to clients.