The CoachAccountable Blog

Master CoachAccountable and become the best dang coach you can be. Also, news.

Letting CA Know When You’re Not Available for Appointments

CoachAccountable allows your coaching clients to schedule themselves for appointments right into your calendar.  By setting your weekly availability, you tell CA when, in a typical week, you are open to receiving appointment requests from clients:

Typical weekly availability

But of course things come up.  Sometimes you have a dentist appointment at 11am on a Monday, and so you need CoachAccountable to not offer that slot to your clients for booking.

For a long time now this could be done by manually specifying these exceptional occasions, like so:

Just let CA know when you're not available, and it will subtract out those times.

Just let CA know when you’re not available, and it will subtract out those times.

Now by popular request you can pipe a live feed of your calendar events into CoachAccountable, letting the system know directly when you have times that should thus be made unavailable for appointment scheduling with your clients.

Adding a calendar is as simple as finding it’s private URL within your calendaring software of choice (not all do, but many of the popular ones, like Google Calendar and Apple iCloud do) and pasting it in to CA:

Add your external calendar to CA

You can add up to 3 external calendars this way.  When done, event data pulled from these one or more calendars will be used to remove options for your appointment scheduling availability.

The system will even alert you when you’re about to schedule an appointment that conflicts with something found in your calendar:

Ah, right!   Fishing!

Ah, right! Fishing!

With this addition CoachAccountable calendar scheduling data now travels two ways: you can pipe your CA appointments into your scheduling software of choice (provided it supports subscribing to calendars via URL) so as to see your entire schedule there, and you can pipe your typical calendar of events into CA to prevent both yourself and your clients from causing booking conflicts when scheduling appointments.

3 Comments »

  1. David W. McQuarrie said,

    November 7, 2014 @ 10:58 pm

    Great new feature john, it makes scheduling a lot easier.

  2. Viviane Delvaux said,

    November 12, 2014 @ 6:26 am

    Excellent video and text, John. Me and my client are having tones of fun with metrics! Very engaging.

  3. Winston C. Trumpet said,

    November 29, 2014 @ 4:59 pm

    Thank You for the clarification of this process. I was very confused but now have a better understanding of how to apply this to the benefit of my clients

Leave a Comment