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An initial consultation helps clarify what the client is looking for. After that, offer a series of sessions and book each training appointment separately, without managing everything through messages.
An initial assessment should have its own duration and description before scheduling follow-up sessions.
It can be hard to track how many sessions have been used and how many remain.
You need the client’s address in advance—not just their name and phone number.
When a client moves a session, it helps to know clearly when the next one is scheduled.
On the Pro plan, set a service, session count, and expiration date; an eligible booking uses a session based on the client’s phone number and service.
With a Pro form, ask for the address and details about the session before confirming a visit.
Give the first meeting and follow-up training sessions their own durations and prices.
WhatsApp confirmations and reminders are subject to the plan’s monthly message quota and include a rescheduling link.
For illustration only. The business name, services, and prices are fictional.
The owner chooses a convenient time for an introductory meeting.
For an in-home visit, enter the address on the Pro form.
Book each session in the series separately from the available times.
An eligible booked session is deducted from the package.
Create a separate service for the initial assessment with its own duration and description, and another service for regular training.
Yes. Pro packages let you set a service, session count, and expiration date; an eligible appointment is deducted based on the client’s phone number and service.
On the Pro plan, add an address field to the booking form. The address field is not included on the page by default.
No. Recurring bookings are not automated; each session is booked separately based on availability.
WhatsApp confirmations and reminders are subject to the plan’s monthly message quota and include a link to manage the appointment.
Open your booking page, set up your services and hours, and share the link with your clients.