Separate introductory appointments from coaching sessions
Zolis gives clients a public booking route for the coaching appointments you offer. Create distinct services so a prospective client can understand the difference between an introductory appointment and another one-to-one session before choosing a time.
Explain what each session includes
Give every bookable service a clear name, duration, price and description. Explain the purpose of the appointment and any arrangements the client should agree with you beforehand.
For example, an introductory appointment can have a different duration and payment requirement from a longer coaching session. Your business decides which services to offer; these are examples of how to organise the menu.
Let clients choose from your available times
Publish the working availability you want clients to book. Zolis checks working hours, time off and existing appointments when presenting booking options.
The resulting appointment stays connected to the client details entered during booking. Review the online booking workflow and customer management for the surrounding records.
Choose payment requirements by service
Services without a required payment can proceed to booking confirmation without checkout. If another service requires a deposit, Zolis uses Stripe Checkout through your connected Stripe account and verifies payment before confirming the booking.
Complete Stripe setup before offering deposit-required sessions. See booking deposits for the customer journey and setup requirements.
Prepare communication before and after the appointment
Email templates can insert the client's name, service and appointment date and time. Use clear wording to explain the session details and how the client can contact your business.
With eligible automation access, schedule messages before or after appointments. A pre-session reminder and a post-session follow-up can serve different purposes, so review the timing and template for each.
These tools organise appointment emails; they do not automatically create personalised coaching advice. Learn about templates, scheduling and communication history.
Review the business activity around your sessions
Use the available reports to review recorded booking and payment activity. Reporting features depend on your plan and describe operational records, rather than measuring coaching outcomes.
Questions about coaching appointment software
Can I offer an introductory appointment without a deposit?
Yes. Services without a required payment can proceed without the Stripe Checkout step.
Does this include coaching programmes or video conferencing?
This guide covers appointment scheduling and related email and deposit workflows. Confirm any programme-management or video-conferencing requirement with the team before subscribing.
Explore your next step
Compare Zolis plans, read about consultation bookings, or explore the UK booking setup guide.