Online Booking
The booking module lets your clients schedule appointments directly online. You define your event types, availability and preferences, and your clients pick a slot via a personalized booking link.
Available on Pro plan and above
Features
- Create event types (discovery, coaching, assessment, quick consultation, custom types)
- Configure availability by day and time slot
- Configurable buffer time between appointments
- Minimum and maximum booking notice
- Customizable pre-booking questions
- Automatic notifications (confirmation, reminder)
- Google Calendar integration (two-way sync)
- Outlook / Office 365 integration (two-way sync)
- Unique booking link per event type
- Location options: video, Google Meet, Zoom (included), personal Zoom, phone, in person, custom
- Free or paid events (payment via Stripe Checkout)
- Automatic reminders by email and SMS (configurable)
- Availability exceptions (vacations, holidays)
- Shareable public booking page
Create an event type (free or paid)
- Go to Online Booking > 'Event Types' tab > 'New event type' button
- Fill in: name, duration, description
- For a paid event: click 'Paid', then enter the price. Payment is via Stripe Checkout at booking time.
- For a free event: leave on 'Free' (default)
- Configure minimum/maximum booking notice and buffer time
- Add pre-booking questions if needed
- Enable notifications (confirmation, email/SMS reminders)
Configure availability
- In Online Booking, click the 'Availability' tab
- Define working days and time slots
- To block specific days or add custom hours, use the calendar
Connect Google Calendar or Outlook
- In Online Booking, click the 'Settings' tab
- In the Video integrations section, configure Zoom or Google Meet
- For calendar sync, connect Google Calendar or Outlook from settings
Share your booking link
- Each event type has a unique link
- The link is visible in the event type details (Slug field)
- Link format: https://thecoachpilot.com/book/your-slug/event-slug
- Can be shared on website, emails, social media
FAQ
How do my clients book appointments? Share your booking link. Your clients see your real-time availability and choose a slot.
Is Zoom included? Yes, a Zoom room is automatically created for each booking. You can also use your own permanent Zoom link.
Can I sync with Outlook? Yes, Outlook / Office 365 integration is available in Booking > Settings > Integrations.
Common issues
"My calendar isn't syncing" → Check the connection in Booking > Settings > Integrations. Reconnect if necessary. Verify permissions granted to The Coach Pilot.
"Clients see slots I don't want to show" → Check your availability and add exceptions for days to block. Also verify your synced calendar is up to date.