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How to Schedule Sessions from a Coaching Bundle
You make a huge sale of a Coaching bundle where the customer purchases multiple sessions at once - but what then? Let's look at how these sessions can be scheduled.
After a customer purchases your Session bundle, the scheduling process will depend on the option you've chosen in the Customer Scheduling tab when creating your Session bundle (click here for more info). Of course, you can edit this anytime.
Custom means you can link your calendar (e.g., Cal.com or Calendly) where customers can schedule sessions after purchase
Disabled means you’ll handle the session scheduling yourself
If you chose Disabled
1. When you'll see a new order on the Orders page, click in the customer's name
2. In the customer's profile, go to Orders and notice the new tab in Active packages. Here you can see how many sessions from the bundle are remaining to be scheduled - in this case it's 5. To schedule a session, click on Schedule
3. Now, specify the details including time and date, and hit Finish
4. You'll be asked whether you want the customer to be notified via email about the newly scheduled session. Choose the option you prefer
5. When you check the tab again, you'll see that the number of remaining sessions to be scheduled dropped to 4. This feature helps you to keep track of how many sessions you still owe every customer
If you chose Custom
In the Custom option, you were asked to provide a link to your external scheduling tool like Cal.com or Calendly.
1. Right after the purchase, the customer will be provided with this link to schedule the sessions. In this case, you'll have to count the remaining sessions manually
2. You will still have the option to schedule the sessions manually and the number of remaining sessions will automatically change. To do this, just follow the instructions above as if you've chosen Disabled