Welcome to the first installment of our Tuesday Tech for Lightworkers series. We’ll highlight tools that you can use to help build your online lightworker business.
Calendly is an easy to use, free tool for scheduling client sessions.
Scheduling time with clients can sometimes be a headache. There can be back-and-forth emails, trying to pin down a time that works for you and the customer. Then confirming the time, sending a reminder, setting a reminder for yourself – it an be a lot of work.
Scheduling client sessions can be automated. And these days, anything on the business-side that you can automate will help free up time for you to focus on your lightwork services.
There are a lot of different online tools that allow you to setup a system for clients to self-schedule a session with you. In this post, we’re going to highlight one that we’ve found works really well for lightworkers.
Calendly is a free scheduling system we’ve helped several lightworkers implement into their business and on their websites. In fact, we’ve even helped some employers use Calendly on the JobCenter to schedule interviews.
Here’s how online schedulers work:
1. The psychic sets up the times they are available for sessions.
2. When a client is ready to book a session, they choose the type of reading (1 hour, 2 hour, psychic, tarot, etc). They are presented the list of available times, as setup by the psychic, and choose one.
3. The client finishes booking the time and the psychic’s calendar is instantly setup.
4. The system usually sends a notification to both the psychic and the client, and may even send out reminders leading up to the scheduled session.
Here’s why we suggest Calendly:
Free = Affordable
The free version of Calendly is pretty powerful, and most lightworkers will find it works great for their needs. In fact, for the purpose of this article, we’re going to focus on the all-free version and how you can use it to accept appointments thorough your website.
Easy to use
Calendly really is a pretty simple to use system. Once you have it setup, you can even pretty much put it on auto-drive, unless you want to make changes to your availability.
Connects with your calendar
One of the great things about Calendly is how easy it is to connect it to your calendar. Currently, you can setup a connection to a Google calendar, Office 365, Outlook or iCloud. When a client chooses one of your available openings, Calendly will instantly update your calendar with the booking information.
Customizable Scheduling Page
You’ll setup your own, customized landing page where you can send your clients to schedule their session. It is easy for them to see your available times, choose what works for them, and enter their details.
A lot of online schedulers assume that your clients are all going to be local, and in the same timezone as you. However, when you are running an online lightworker business, your clients could becoming to you from anywhere. With Calendly, they do the timezone conversion automatically – showing clients your availability in their timezone – making things simple and eliminating errors. No more missing an appointment because you or the client counted 2 hours forward instead of backwards!
Integrate into your website
If you have your own website, it is really easy to integrate the Calendly scheduler. In fact, they offer 3 different ways for you to do this, including having a pop-up widget. Your customers never have to leave our website!
When a client books a session, Calendly automatically sends email notices to you and the customer. Plus, it keeps you both updated if the client cancels or reschedules.
Overall, an amazing value for $0.
One of the biggest reasons we recommend Calendly is the fact that their basic, free level works perfect for most psychics and lightworkers. Your clients will appreciate having a simple way to choose a time for their next session. You’ll appreciate how easy it is when everything is automated.
Some Premium Options
If you’re doing a lot of business online, you might want to consider Calendly’s premium plans.
For example, the free option allows you to have a single active service that clients can schedule. However, with one of the premium plans, you’ll be able to create unlimited service types.
You’ll also be able to do more customization to your event page, colors, etc. You can edit the notifications that clients receive, and even add SMS reminders that can be sent to clients leading up to your session.
Overall, Calendly is a great tool that many Lightworkers have found handy for building and maintaining a professional online business. Try it out today and give your clients a great way to schedule their next session.