Setup example · Coaching & mentoring
Booking software for coaching & mentoring
Give your coaching offers a clear booking path: you set the offered times and clients choose a suitable place. Individual conversations and group workshops can use different options.
Explore the setupYour offer in the calendar
Calendar with individual coaching, a group workshop and follow-up mentoring.
More ways to use this setup
Life coaching & mentoring
Describe a specific discussion topic or learning goal for each offer. Follow-up conversations can require separate approval.
Career coaching
A scheduled individual session might focus on career direction. Booking organizes the session; it does not replace case records or comprehensive CRM management.
01 / What your offer needs
What your offer needs
Set your own offered times
You decide when to offer individual conversations and create those sessions with one place.
Separate individual and group work
A group workshop needs its own description, capacity and booking option.
Provide online joining details
Clients should find the right meeting details for their confirmed online booking without exposing access credentials publicly.
02 / Setup example
How your offer could be structured
A practical starting point for your own setup. Names, times, capacities and conditions are example values.
Online individual coaching
- Date / period
- Tuesdays 10–11 am, scheduled in advance
- Capacity / allowance
- 1 place
- Booking option
- Paid single booking
- Access
- Open access
- Setup note
- Create the meeting yourself; store joining details in participation notes.
Direction-setting workshop
- Date / period
- Saturdays 10 am–noon
- Capacity / allowance
- 8 places
- Booking option
- Separate paid single booking
- Access
- Open access
- Setup note
- Describe goals, location and preparation publicly.
Follow-up mentoring
- Date / period
- Separately scheduled individual session
- Capacity / allowance
- 1 place
- Booking option
- Separate single-booking option
- Access
- Access on request
- Setup note
- Discuss suitability personally; approval, purchase and booking are separate steps.
03 / Explore the setup
Four steps to your setup
Set up the provider and context
Describe the coaching focus, location and online delivery.
Create suitable booking options
Create separate options for individual coaching, the workshop and request-only follow-up mentoring.
Create courses and sessions
Schedule individual sessions with one place and the workshop with eight; keep meeting details separate from public information.
Check the booking path
Use a prepared valid ticket to check that participation notes match the booked online session.
How to configure the example
Online session with public information and separately stored participation notes.
04 / The participant experience
The participant experience
Book an online individual session
The client books an offered online individual session and completes payment successfully.
Receive participation notes
After confirmed course booking, they receive booking documents and the valid ticket with participation notes.
Join through the conferencing tool
At the scheduled time, they use the meeting link in the external tool; you conduct the coaching yourself.
The booking path in a few steps
Open confirmed booking → view valid ticket → show example meeting details.
- Open confirmed booking
- view valid ticket
- show example meeting details
Variations and important distinctions
Pre-scheduled individual sessions
One-to-one sessions are course dates you create in advance with one place. You set the time and instructor; available trainer, teacher or room times are not calculated automatically.
Live online with your own tool
Create the meeting yourself, for example in Zoom or Microsoft Teams. Put its link, code and password in participation notes, not the public description. For a paid session, participants receive these through booking documents and the valid ticket after successful payment and confirmed course booking. Buying a punch card or subscription alone is not enough. You manage the tool account, meeting and any tool fees.
Approval and booking are separate
Approval grants access to the booking option. A place is secured only by the subsequent purchase and confirmed booking of an available session.
Questions about this example
Are my free calendar slots offered automatically?
One-to-one sessions are course dates you create in advance with one place. You set the time and instructor; available trainer, teacher or room times are not calculated automatically.
Who creates the online meeting?
Create the meeting yourself, for example in Zoom or Microsoft Teams. Put its link, code and password in participation notes, not the public description. For a paid session, participants receive these through booking documents and the valid ticket after successful payment and confirmed course booking. Buying a punch card or subscription alone is not enough. You manage the tool account, meeting and any tool fees.
Is a requested follow-up session already reserved?
Approval grants access to the booking option. A place is secured only by the subsequent purchase and confirmed booking of an available session.