Turn on Client Booking for 1:1s (Coach Portal)

This video tutorial walks through how to turn on client booking, and also demonstrates what your clients will see based on the settings you choose

• CoachFirst gives you control over what services, days, and times clients can book with you
• To set up your public calendar, set up your public availability with these 3 steps:
1. Select which 1:1 services you want to be available for client booking
2. Set the hours that you want to be available for 1:1 booking
3. Turn on public booking for 1:1s

Making a 1:1 service publicly available for booking

• From the main menu on the left, navigate to Settings -> Set Up Services -> 1:1

• Click on the "View" button for the service
• Turn on the toggle for "Would you like to enable online bookings for this service?"

• Check the boxes for the Coaches that will be offering the service
• Note: checking the boxes does not make the Coaches publicly available for booking, which we do in the following steps
• Click on the "Save" button

Set your public availability for 1:1 services

• From the main menu on the left, navigate to Settings -> Coach Settings -> Coaches

• Click on "Availability" for the Coach
• Scroll down to view the weekly schedule of availability for the Coach

• Click on the pencil icon to update the hours of availability for a day of the week
• Use the copy icon to apply the availability for that day to another day of the week
• Click on the "Add Breaks" button if you want to add a standing break to your schedule
• Note: this schedule of weekly availability is for your standard schedule; to tailor your availability for a specific day, week, or month, please use the Block Time feature
  

Turn on Public Booking for 1:1s

• Once you have finished setting your weekly availability, scroll to the top of the Coach Details page
• Turn the toggle on for "Would you like to enable online bookings for this coach?"

• Congratulations, you are now live and publicly available for booking for 1:1s!

Viewing Your Public Calendar

• To see what your clients will see, you can view your public calendar and ensure it works the way you want before sending it to your clients
• Navigate to the Calendar and click on the Public Calendar link

• This will take you to your public calendar on the Client Portal
• Click on the "1:1 Sessions" button on the top left to see your services and coaches that are available to book
• You can log in using the same email and password you used to create your Coach account to see the full client experience
• Make adjustments to the settings until it looks right to you, and reach out to us at CoachFirst any time for assistance!