The Calendar holds meetings and sessions for every coach in the studio. Open it from Calendar in the side menu.

​
Turn the calendar on or off

The calendar is a studio feature. Owners and admins control it in Business settings, under General, in the Features section: Calendar & meetings. When it is disabled:
  • Calendar disappears from the side menu and the page cannot be opened.
  • Trainees no longer see the option to schedule a meeting in their app.
It is enabled unless someone turned it off.

​
Move around

Pick one coach to see that coach’s open slots and to manage their availability. With All coaches selected, the Availability button is hidden.

​
Create an event

1

Open the window

Click New event. You can also click an empty time in the grid to start an event at that hour, or drag across a time range to set the start and end.
2

Fill in the details

3

Save

Click Save.
A coach cannot have two events at the same time. If the time overlaps another event for that coach, the event is not saved and you see “This coach already has an event at that time”. Pick another time or another coach.

​
Edit or delete an event

  1. Click the event in the grid. The details open.
  2. Click Edit to change it, or Delete to remove it.
Deleting asks you to confirm and cannot be undone. Moving an event onto a time the coach already has taken is refused, the same as when creating.

​
Session types

Events have one of three types, shown as a badge: Slots that trainees book are Training or Conversation, depending on how the availability was set up.

​
Book a trainee into an open slot

When you view one coach, their open slots appear in the grid at the times they made available.
1

Click the open slot

The Book a session window opens.
2

Pick the trainee

Choose the trainee under Client.
3

Confirm

Click Confirm. The slot becomes a booked event.
If someone took the slot in the meantime, you see “This slot is already booked”. Open slots come from the coach’s availability. See Trainee meeting booking to set it up.

​
Meeting history on the trainee card

Every event linked to a trainee is listed on their card under Meeting history, with the date and time, the type and the status.

​
Dates and language

Dates and weekday names follow the language you use Perform in. Times are shown in 24 hour format.

Trainee meeting booking

Set availability and let trainees book.

CRM and leads

Follow-up reminders for leads.