Appointedd partners with businesses in the coaching industry to allow them to organise sessions and workshops in a streamlined, hassle free way.


Getting started

Resources

At Appointedd, we call bookable calendars resources. If you have coaches that you would like to make bookable, you should add them as your resources. You can manage your resources here, and learn all about resources here.

Services

We most often see coaching businesses use standard services to make spaces bookable. For example, you may offer a service called "60 minutes lesson" and allocate all of your resources to it so that a resource is randomly allocated. However, you can also allow your students to choose which resource they'd like to have a class with by turning on resource selection on the booking flow.

Sessions can also be set as recurring, so that they occur at the same time every week, learn more on how to set this up here.

If multiple students can attend your sessions, you can create an open group booking service and set the occupancy to the number of students you can accommodate. .


Setting up your communications

Emails

You can set up email notifications for every booking made by your customers. The design of those communications can be edited and branded to your business through HTML headers and footers. You can find out more about editing emails here. These provide a confirmation of the booking and summarise its details so that there is no confusion.

SMS

If you would like to send text messages to your customers in addition to emails, you can set up a text for booking notifications. If you usually communicate through SMS, this may seem like the more natural choice. You can learn all about SMS bundles and how they work here.

Reminders and follow-ups

We highly recommend that you make use of our reminders and follow-ups functionality for your coaching business. By sending a reminder before the booking and a follow-up after, you'll be able to reduce no-shows and drive repeat custom. For example, if you are offering French lessons, you can send the customer an email and/or a SMS a few hours prior to the booking to remind them it is coming up soon, and a follow-up afterwards to thank them for attending and inviting them to book again. You can set up reminders and follow ups here, and learn all about them here.


Setting up your online booking tools

Microsite

If you don't have a website for your business, you can use your microsite instead. This is a unique website where your clients can book your services from. If you click on booking tools and select go to microsite, you can view your microsite and copy the URL to share with them. You can learn all about editing your microsite here.

Booking widgets

If you already have your own website and would like your customers to book with you from there, you can do so by using our booking widgets. To create a booking widget, please go to booking tools and select booking widgets. You can customise the booking widgets to show the services you wish and specify which resource's availability you want to display. We offer two different types of widget - an embedded widget which you can learn all about here, and a popover book now button widget here.

Online booking settings

You can customise your booking flow to create a streamlined process for you and your customers. You may wish to make use of the block availability after feature to set how far in advance students can book with you. If you have multiple coaches/instructors offering the same services, you may want to allow your customers to choose which instructor they would like to book with. Additionally, you may also want to ask questions on the booking flow to gather all the information necessary prior to the booking.


Integrations you may be interested in

Zoom

With the current restrictions due to the COVID-19 pandemic, you may like to make use of our Zoom integration so that you can offer your services virtually. Learn all about our Zoom integration here.

Payment gateway

Whether you are offering your service virtually or in person, you may want to take the payment for the service, either in full or as a deposit, at the time of booking. This will also help to reduce no shows. Appointedd integrates with three payment providers: Stripe, Square and Braintree. Here is a guide on starting to take payments through Appointedd.


How to manage your account

Day to day use

Once you have set up your account to fit your needs and started to take bookings, the calendar page in Appointedd will start displaying all of your bookings. When a coach has a session, they can login to Appointedd and click on the class in their calendar, where they will be able to see the customers' details. They'll also be able to use our status feature to keep a record of who has attended.

User permissions

You can give access to your teachers by creating a user login for them from this page. You will also be able to set which permission they can have within the account. Find out more about the differences in permissions here.


How to measure success

Reporting suite

Appointedd allows you to gain insight into how your business is doing via the reporting suite. You may wish to understand which instructors are getting the most bookings, which services are most popular, how much money is being generated through online bookings and which of your booking widgets is performing best. You can find the suite in your account here and learn all about reports here.

If you aren't satisfied with what you are getting out of Appointedd you would like to reach the success you set out to achieve, please get in touch with our customer success team as we would be more than happy to suggest innovative ways you can use your account. You can book a call here or get in touch via our 24/7 messenger.


Account demo

Click here to view a microsite

Click here to view a booking widget


Interested in using Appointedd?

If you like what you've seen and think Appointedd could help power your business, please feel free to explore our functionality by signing up to a free trial. You can also book a consultation or set up call with an onboarding expert who would be more than happy to help you start taking bookings.


If you have any feedback we would love to hear it 👂

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