Sessions
Streamline sessions with Simply.Coach
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Automate session scheduling, save time on logistics
Simply.Coach integrates your calendar and video conferencing accounts, so clients can directly book sessions based on your shown availability with automatic time zone conversion. In fact, prospective clients can book discovery sessions too – a great way to save time on sales!
- Have clients book sessions based on your shown available slots
- Allow clients to book recurring sessions, say for 3-6 months, in advance
- Show your availability on your Showcase Page so prospects can directly book discovery sessions
- As a business, have your admin or the client’s assistant book sessions via the Showcase Page
Customize your availability to clients
We know that having your calendar slots openly visible for scheduling may feel a little too vulnerable. Simply.Coach lets you set up availability for different kinds of sessions at different times.
- Segregate your days by session types – for example, allow discoverability sessions on Monday only, and the rest of the week for current engagements
- Account for commitments and personal time, as well as buffer time between sessions
- Set a minimum and maximum buffer time so you get enough notice
- Keep the availability of certain session types private
Stay ahead of each session with session prep
No coach wants to enter a session less than prepared for a meaningful engagement. Simply.Coach’s Session Prep tool helps you stay on top of things with a form that you can send to the client for reflection before each session.
- Build your own custom Session Prep tool
- Attach the prep form (choose from multiple if needed) with each session scheduled
- Send reminders to clients if needed
- Help clients get into the right frame of mind for each session
- Get a bird’s eye view by viewing all responses in one place over time
Maximize growth in each session
Besides the sessions, much of what maximizes clients’ growth is the behind-the-scenes work. Simply.Coach helps you capture notes as well as action items in each session to ensure consistent, trackable progress.
- Create your own templates for note-taking
- Have Simply.Coach nudge you to take notes
- Tag each note to a session, and easily refer to it for pre-session prep the next time
- Have clients take notes in their workspaces – and help them create templates too
- Capture commitments that come out of every session by creating ‘actions’
- Tag actions to sessions, set reminders for completion, and bring accountability
Offer greater accountability to your clients
Simply.Coach offers session logs that help bring greater transparency to clients. This helps you invoice clients, and in the case of coaching businesses, also helps you pay coaches for their hours coached.
- Track how often sessions are taking place, how many are completed/cancelled, how often they’re being rescheduled
- Go into the depth of each metric to know who has rescheduled/cancelled a sessions, how many times, and why
- Track metrics across types of sessions – know, for example, how many discovery sessions have been cancelled to analyze your sales pipeline
- Export all the data easily into spreadsheets and share it with your clients!
Ready to get started?
Sign up for a Simply.Coach account and improve your efficiency!