Let's start by going through the booking process step-by-step as a client would. This starts when they go to one of your booking pages.

How do they get to those booking pages? Well, you need to send them there. You could link to the booking pages from your website, put them in your email footer, your LinkedIn profile, or you could just email them to the client.

But the larger point is, that these pages are intentionally not findable through search engines, that way you can control who has access to your calendar.

Each booking page is defined by a meeting type. Meeting Types are how we define your availability, the questions to ask your invitees, how you hold the meeting, who needs to be there, how much you charge for the meeting, etc.

You can view all of your meeting types, add new meeting types, and edit the ones you have at https://clientrock.app/meeting_types. That's also where you'll go to find the links to your booking pages

If you want to quickly copy the link to your booking page, you can click the "Copy Link" button. That will copy the URL to your clipboard so you can quickly paste it where it needs to go.

Alright, you've sent the link to your booking page, what does the client see?

The Booking Page

Example of the booking page.

When you first view the booking page, you'll see who you're meeting with, the duration and format of the meeting, and a selector where you can find a time to meet.

Step 1: Choose a date and time

The invitee will be asked to choose a date and time based on your availability.

The times are in *the viewer's* time zone. Your availability is still accurate in your time zone, but the viewer won't have to mentally calculate what time you're meeting during the booking process.

Step 2: Contact Information

After the invitee chooses a date and time, they'll be asked to provide some basic contact information. At a minimum, they provide their name and email address, and for phone consultations we also require a phone number.

Step 3: Pre-Meeting Questions

It's often helpful to have an idea of what you're going to talk about so that you can prepare for the meeting. To do that, we allow you to add pre-meeting questions to all meeting types. You could ask general questions about the topic of the meeting, or if the meeting type is already set up for a very specific purpose, like say, reviewing a document, then you can ask more specific questions and even have them upload pertinent documents.

There's no limit on how many questions you ask, but we generally recommend keeping it under 5 questions, just to avoid overwhelming the client.

Step 4: Payment

If you charge for this type of consultation, the client will be asked to provide payment information. You can choose to allow Credit Cards, ACH, or both, and you get to specify which Bank Account the funds should be deposited into.

Step 5: Confirmation

Once the client has paid and provided all of the necessary information, they're given a summary and a chance to confirm the appointment.

Step 6: Reminders

At this point, you'll receive a notification that a meeting was booked and the client will receive a calendar invite from your calendar provider.

24 hours before the meeting, the client will be sent another reminder as well so that you minimize the number of no-shows.

And that's it. All you had to do was send a link and you have a streamlined way for your clients to book free and paid consultations!

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