Schedule a 1:1 (Coach Portal)

• Note: To schedule a 1:1 service, you will need to have created that service first; to do that, follow the instructions to Create a 1:1 Service

• Go to the Calendar
• Click on the date on which you want to schedule the appointment, or click on the "Book a Session" button

• Select the Client
• Select the Coach
• Select the Service
• Select the Date
• Select the Time

• Choose the package for the order; if the Client has remaining sessions in an existing package for the service, that credit will be used

• Choose the payment method
• Click on the "Book Now" button

Default Save Card

• When this is checked, the default for Clients booking the service and using a card will be to save that card information to their file
• Clients can choose not to save their card information, that is always optional

Custom Times

• The Times that are automatically presented are based on the currently available times for the Coach selected
  
• If you want to choose a different time, click on "Custom Time" and select the start and end times
• Note: Unlike the automatically presented times, Custom Time gives you the ability to override a Coach's availability, so be careful not to double book when using this feature

Custom Packages

• To create a custom package, click on the "Custom Package" button
• Create a label for the package (this will appear in the Order Report)
• Choose the price for the package (note: this is for the entire package, not each session)
• Choose the number of sessions
• Complete the order

Using Client Credits to Book

• If a Client has credits remaining for the service, they will automatically be applied to the booking

Entering Credit Card Information to Book

• When you have connected a Square account to CoachFirst, you have the option of paying for the booking using a Client's card information
• When you select that payment options, the fields will appear to enter the card information
• You have the option to save the card to the Client's file for future use

• Note: Square charges a higher processing fee when your manually enter a Client's card information due to the higher risk associated with these transactions
• As of June 2024 Square's processing rate for manually entered card transactions is 3.5% + $0.15
• By comparison, the processing rate when a Client enters their card information through the CoachFirst app or Client Portal is 2.9% + $0.30 and when a Coach swipes a card using a Square reader through the CoachFirst Hub app the processing fee is 2.6% + $0.10
• You can find more information about Square's current processing rates here: Square Fees

Discount Codes

• If you have Discount Codes set up and want to apply one to the order, simply select it from the drop-down list
• See the article on Discount Codes for more information