How to schedule an appointment for a student as a coach

Overview

As a coach, you can book appointments directly for students in families under your care. This is useful when coordinating schedules over email, phone, or in person. The booking process ensures the family has available package hours and helps find times that work for both the coach's availability and the student's schedule.

One-time vs. recurring appointments

One-time appointments work well for intensive test prep, makeup meetings, or trial lessons. Regular bookings help students build consistent learning habits with weekly or bi-weekly meetings. When setting up recurring appointments, you can specify how many to create or set an end date.

Package selection matters

Always verify which package the booking is against. Families often have multiple packages for different subjects or students. Check the package balance to ensure sufficient hours remain. Each appointment will deduct from the package's available hours.

Tips for successful scheduling

• Coordinate with families beforehand to confirm availability
• Build in buffer time between back-to-back appointments
• Consider the student's school schedule and time zone
• Set up recurring bookings to reduce overhead
• Add notes or topics in the booking details

Steps

1. 1

   Navigate to Book Session

   Go to Book Session

   Click on Book Session in the navigation menu to access the scheduling page.
2. 2

   Select a family

   Choose the family you want to book a session for.
3. 3

   Select a package

   Choose the package with available hours for the student.
4. 4

   Choose meeting length

   Select the duration based on the package options.
5. 5

   Pick Recurrence
6. 6

   Pick a date

   Select the date from the available calendar.
7. 7

   Choose a start time

   Select an available time slot for the appointment.
8. 8

   Configure Recurring Schedule (optional)
9. 9

   Confirm the booking

   Review the details and click Confirm to schedule the appointment.