How do I create appointments with my clients?

To make appointments, you’ll want to make sure you have at least one Session type created.

Create the Session types you offer under Offers in the main menu (e.g. 60 minute session, 90 minute session, Free Discovery session).

Once you have at least one session type created, you can easily schedule appointments with your clients. They can also schedule with you.

Making an appointment from the Calendar

1. You can do this two wqays:
   • On the Calendar tab, click Add new OR
   • On the Sessions tab, click Create session
2. Choose the client with whom you want to make the appointment from drop-down list.
3. Choose if it will be paid or pro bono (free)
4. If it is paid, the session types will shown below, and how many purchased sessions a client has remaining of each type.
5. If the client has no paid sessions remaining, click on Take Action. Now you can choose what to do:
   • You can schedule anyways and have a reminder be sent with a payment link.
   • You can invoice your client another way outside of LCH.
   • You can choose to have an invoice sent after the session is over.
6. Select the start time for your session
7. Select how you want to conduct the session (phone, video call, in person, etc). You can fill in default settings for each of these on the Coaching Settings page (under Settings in the main menu). If you do so, this section will always be prefilled (for example, you won’t have to complete your phone number, Zoom link or address).

Making an appointment from Client Management

• You can also make an appointment from the Sessions tab page your client folder in Client Management.

Creating Coaching Notes and Coaching Plans

• As soon as you make an appointment, your session will show up on the Sessions tab of your Calendar. You’ll be able to drop down the arrow to add notes, review your client’s coaching plan (if you have these set to send), assign tools, and send a summary of your session.
• Click on the session to take notes, review client progress, comment back and forth with your client, assign coaching tools, and send your coaching summary to your client.
• You can also view and interact with sessions from your Progress stream, and the Sessions tab of your client folder.

How your clients can book with you from their portal

Your clients can also book conveniently from their portal. They will only be able to book Available time you have blocked off, that is not already booked (either through an LCH session, or a calendar integration).

How Prospects and others can book with you

For those who are not yet your client, you can still provide your calendar so they can book. Set up your Public Booking Page and share the link on your website, socials and email signature.

Read more: How can prospects and those wanting to meet with me can book an appointment?

Tutorial video

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