How to Schedule a coaching call

 

1. Please utilize your Coaching Portal link to access the Coaching Portal.

If you cannot find your link please use this general link https://app.squarespacescheduling.com/schedule.php?owner=26352190

2. If you use the general link you will land on the general Coaching Portal page

***Please skip to step 7 if you used your Coaching Portal link***

3. Select the desired Coaching Category

Synergy in this example

4. Click on Select button for your chosen Coaching category

5. If you do not see a white box with your email or a code. Click on Redeem Coupon, Package, or Gift Certificate button

6. Type in your code or email in the white box. If you do it correctly, you will see your minutes below the box

With this example code you see Synergy minutes available

7. Review how many minutes you have and what appointments they can be used for

8. Scroll down to schedule your appointment

9. Select your appointment duration and click on "Book"

10. Scroll down until you find your coach (ie: Jesse Francisco (Wholesale))

11. When you find your coach click on "Select"

12. The availability calendar will come up.

Dates with time slots available will be bold.

13. Click on the date you wish to have your meeting

14. Verify that your correct Time Zone is displayed

If you need to change the time zone click on the link to do so.

15. Select your meeting time.

Time is displayed using a 24-hour clock view. This example would be 1:00 pm in your time zone.

16. Review the details of your appointment

Verify your contact information is in the form correctly.

17. Scroll down to update the coaching form with details about your call this is optional

18. Click on Complete Appointment when you are ready to schedule the appointment

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