Set It and Forget It: Automating Scheduling, Payments, and Intake with Calendly
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.
As a bonus, you’ll also receive a downloadable “Calendly Pro Tips: Beyond the Basics” Downloadable PDF with advanced strategies for streamlining your system even further—like connecting to your CRM, automating follow-ups, and tracking bookings in real time.
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.
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Introduction to the Course
Get a clear overview of what you’ll learn in this course, who it’s for, and how using Calendly can help you simplify scheduling, payments, and intake—so you can focus more on the work that matters.
Get a clear overview of what you’ll learn in this course, who it’s for, and how using Calendly can help you simplify scheduling, payments, and intake—so you can focus more on the work that matters.
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Module 1: Creating an Appointment Type and Connecting Zoom/Google Meet
Learn how to set up your first Calendly event type, customize your availability, and connect Zoom or Google Meet so meetings are automatically scheduled with the right links and boundaries in place.
Learn how to set up your first Calendly event type, customize your availability, and connect Zoom or Google Meet so meetings are automatically scheduled with the right links and boundaries in place.
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Module 2: Adding Payments
Learn how to connect PayPal or Stripe to your Calendly account so clients can pay upfront when booking—helping you reduce no-shows and ensure you're paid before sessions begin.
Learn how to connect PayPal or Stripe to your Calendly account so clients can pay upfront when booking—helping you reduce no-shows and ensure you're paid before sessions begin.
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Module 3 – Intake Forms
Learn how to add custom intake questions to your Calendly booking flow, so you can gather client information before the session begins—without extra back-and-forth.
Learn how to add custom intake questions to your Calendly booking flow, so you can gather client information before the session begins—without extra back-and-forth.
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Module 4 – Syncing Your Calendars
Connect your personal and work calendars to Calendly so it automatically blocks off your busy times—helping you avoid double-bookings and stay in control of your schedule.
Connect your personal and work calendars to Calendly so it automatically blocks off your busy times—helping you avoid double-bookings and stay in control of your schedule.
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Module 5 – Adding Your Branding
Customize your Calendly booking pages by adding your logo and a branded URL—so your scheduling flow feels professional, cohesive, and aligned with your business identity.
Customize your Calendly booking pages by adding your logo and a branded URL—so your scheduling flow feels professional, cohesive, and aligned with your business identity.
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Module 6 – Sharing Your Scheduling Page & Adding It to Your Website
Learn how to share your Calendly scheduling page via direct link, email, or website embed—plus tips for matching your brand colors and testing the full booking flow before you go live.
Learn how to share your Calendly scheduling page via direct link, email, or website embed—plus tips for matching your brand colors and testing the full booking flow before you go live.
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Conclusion + "Pro Tips" Downloadable PDF
Wrap up the course and celebrate your new automated system. Plus, download a bonus PDF with pro-level tips for extending your Calendly setup even further, and learn how to get personalized support if you’re ready to go deeper.
Wrap up the course and celebrate your new automated system. Plus, download a bonus PDF with pro-level tips for extending your Calendly setup even further, and learn how to get personalized support if you’re ready to go deeper.
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What You’ll Walk Away With
This course isn’t just about setting up automation—it’s about reclaiming your energy, protecting your time, and creating a smoother, more aligned way to welcome the people you’re here to serve.
By the time you finish, you won’t just have a Calendly account—you’ll have a complete, professional system that handles the logistics for you: scheduling, payments, intake, reminders, and calendar syncing.
You’ll walk away with:
A polished, branded booking experience that feels like an extension of your care
A setup that respects your boundaries and availability
Fewer no-shows, fewer scattered forms, fewer hours lost in email threads
The confidence to make updates as your offerings evolve
And as a bonus, you’ll receive a Calendly Pro Tips: Beyond the Basics Downloadable PDF with advanced insights to help you grow into the next phase of your practice—like how to redirect clients to a custom thank you page, embed prep videos or checklists, or create different booking flows for different types of sessions.
It’s not just about tech. It’s about creating more spaciousness in your day, more consistency in your client journey, and more time for what really matters.
