Set It and Forget It
Simple systems to support your work—without the tech overwhelm.
What you’ll learn
- Set up and customize Calendly event types, availability, and calendar sync to streamline scheduling and prevent conflicts..
- Connect Stripe or PayPal to collect payments during booking, reducing no-shows and saving time on invoicing..
- Create intake questions that collect key client info up front without overwhelming or slowing down the booking process..
- Embed your Calendly link on your website and share it via email and social media to make booking easy and professional..
- Sync to all your calendars to avoid appointment conflicts and send booked appointments straight to your preferred calendar.
Course Content
- All Course Lessons –> 8 lectures • 41min.
Requirements
Simple systems to support your work—without the tech overwhelm.
This self-paced course walks you through how to set up an easy, reliable client onboarding flow using Calendly. Whether you’re just getting started or looking to bring more ease to your current systems, you’ll learn how to:
- Automate client bookings
- Sync to your own calendars to only show the times you’re free
- Collect payments up front
- Send intake forms and setup automatic email reminders
- Add your branding to the scheduling form
- Create a smooth, professional experience by integrating it into your website
All this, without needing any sort of tech background. Each lesson is to-the-point, practical, and designed with wellness professionals in mind.
This course is designed for:
- Wellness practitioners who want a simple, professional way to manage client bookings.
- Coaches offering 1:1 sessions or paid consultations and looking to automate scheduling, payments, and intake.
- Therapists who want a clean, low-maintenance way to handle client scheduling—outside of or alongside their Electronic Health Records (EHR) system.
- Bodyworkers and somatic practitioners who need to collect intake info before a session and reduce no-shows.
- Healers, facilitators, and guides running virtual or in-person offerings and seeking a streamlined system for client onboarding.
- Solo business owners or small team clinics who are just getting started and want a scalable, easy-to-manage tech setup.
- Anyone who’s tired of back-and-forth emails and wants to free up hours of admin time each week.
Get Tutorial
https://www.udemy.com/course/set-it-and-forget-it/bf5f11a6d1b8671e90db0db63791c8a870b793af