# Fill your sessions without the email thread > A free discovery call, a single session, a package of six, a workshop. One link for the whole way a client works with you. They book in their own time zone, answer your intake questions, pay, and arrive ready, while your deep work hours stay yours. Page: https://timelydo.com/solutions/coaches ## How it works 1. **Set up how you work** Make an event for your discovery call, one for a single session and one for a package or a workshop. Set the length, the price and where each one happens. 2. **Share one link** Put your link in your bio, your email signature, a proposal or after a talk with a QR code. Prospects book the discovery call, clients book the rest. 3. **Show up ready, then follow up** The booking brings the goals the client wrote, the payment and the meeting link. After the session your own follow up invites the next one. ## From a free discovery call to a full programme Most coaching and consulting starts small. Offer a free discovery call, then a single paid session, a package of six or a group workshop. Each is its own event with its own length, price and questions, and your profile lists them all. For clients you already work with, send a private link only they can use. - A free intro call and paid sessions side by side on one profile - A course with fixed dates, such as six weekly sessions, that a client joins and pays for in one go - Group workshops with the seats left shown on the time - Single use links and hidden events for the clients you already have ## Meet new clients already knowing their goals When you sign up as a coach, your question library starts with coaching questions: the main challenge, the goals for the next 90 days, how committed they feel from 0 to 10, and how they like to be held accountable. Ask for a signature on your coaching agreement, and use a rule to skip all of it for returning clients. - Coaching questions ready to edit, or write your own - A signature question with your own declaration text - Upload questions for a CV, a brief or a report, with a size limit - Rules that hide the intake for clients who have booked before ## Paid before the first session, not chased after it Take the full price when a client books, or a deposit now and the balance before the session. Give a coupon for a referral, offer a written summary as an add on, and charge a fee for a late cancel or a no show to the card they booked with. - A deposit when booking, and a pay link for the balance before the session - A late cancel or no show fee, charged by you to the card used at booking - Coupons, paid add ons such as a written summary, and tips - Packages of sessions that clients buy once and spend later, see the next section ## Six sessions over three months, paid once After a good discovery call, send the link to your package: six coaching sessions, valid for 90 days. The client pays by card into your Stripe account, no account needed. They get a receipt with a credit code and a page that shows how many sessions are left. Each session is booked with the code instead of a second payment. - Every package has its own purchase page and link, to paste into a proposal or an email - The receipt holds the code and a balance page with the sessions left, the expiry date and the history - A session comes back when the client cancels while your cancel rule still gives a full refund, and always when you cancel or decline the request - Unused sessions expire after the days you set. You can give a session by hand, correct a balance, or refund the unused ones - The limits, said plainly: a credit pays for one booking of a paid session. A package has no coupon, and a sale does not make an invoice yet. ## Fit your practice around the rest of your life Many coaches and consultants work around a day job, a studio or school hours. Open only the evenings or the afternoons you want and keep up to five calendars, for example one for coaching and one for workshops. A break between sessions gives you time to write your notes, and clients anywhere see times in their own time zone. - Different hours for every day, with as many windows as you like - A break between sessions, a minimum notice and limits for a day and a week - Times shown in each client's own time zone, in 12 or 24 hours - Google Calendar and Office 365 remove busy times, new bookings are written back ## Keep the work going after the call ends Write the confirmation and the reminder in your own words, with what to prepare for the session. After the call a follow up with a rebook link invites the next one. Mark the session completed or no show, and keep private notes on the person so you pick up where you left off. - Your own words in reminders and follow ups, with a rebook link - Up to three reminders and three follow ups per event, with a delivery log - Clients reschedule or cancel inside your deadlines, with your refund window applied - Completed and no show marks, private notes and tags on every client ## Invoice companies by the hour Consultants bill companies as well as people. Write an invoice by the hour or by item, add the customer's address and tax number, and have EU VAT numbers checked against the official service. Your client pays by card on a page made for phones, or you record a bank transfer yourself. - Hours as 1.5 or 1h30, at a rate per hour - A customer directory with address, tax number and payment terms - EU VAT numbers checked against the official service - A booking guest turned into a customer in one click ## Offers - Free discovery calls and paid sessions - Packages of sessions with their own purchase page - Courses with fixed dates, paid in one go - Group workshops with seats - Private single use links for clients - Ten designs, light and dark ## Intake - Coaching questions to start from - Fifteen question types - A signature with your own declaration - File upload for a CV or a brief - Rules that skip it for returning clients - Answers saved with the booking ## Money - Card payments to your own Stripe account - Deposits and balance pay links - Coupons for referrals - Late cancel and no show fees - Invoices by the hour in 29 currencies - EU VAT numbers checked ## Your time - Evenings or afternoons only, if you like - Up to five availability calendars - A break between sessions for notes - Each client's own time zone - Google Calendar and Office 365 - Reminders and follow ups in your words ## Questions and answers ### Can I offer a free discovery call and charge for the rest? Yes. Payment is set per event, so the discovery call can be free while a single session, a package and a workshop each have their own price. They all appear on your profile at one address. ### Can I sell a package of sessions, say six? Yes. You make a package with a number of sessions, a price and a number of days it is valid, and it gets a purchase page of its own. The client pays once, gets a code and spends the sessions later, at their own pace. If a booking is canceled fairly, the session comes back to the package. One credit pays for one booking of a paid session. A package cannot take a coupon, and a sale does not make an invoice yet. For a fixed run of dates, such as six weekly sessions, make the event a course instead. ### Can I choose who becomes my client? Yes. Switch on approval for an event and every booking arrives as a request that holds the time. You approve or decline with a message, and a request nobody answers in time expires and frees the time. ### Can my current clients have their own private link? Yes. A single use link is made for one person, with their name and email filled in, and a hidden event can only be booked by people who have its link. You see who opened it and who booked. ### Can clients sign my coaching agreement before the first session? Yes. Add a signature question with your own declaration text above the signature pad. The signature is saved with the booking. Ask a lawyer what your agreement needs in your country. ### What about late cancellations and no shows? You set how late a client may cancel or reschedule, and a refund window for paid sessions. You can also charge a late cancel or no show fee to the card the client booked with. You are never held to these rules yourself. ### Can I invoice companies, with hourly rates and VAT numbers? Yes. Write an invoice by the hour or by item, keep each company in a customer directory with its address, tax number and payment terms, and have EU VAT numbers checked against the official service. TimelyDo does not work out tax for you, you enter your own rates. ### How do clients in other time zones book? They see every time in their own time zone, in 12 or 24 hours, while your hours stay set in yours. Two clients can never take the same time. ### Is it really free? Yes. TimelyDo is completely free for individuals. Features for teams and organizations are being built and will come later.