The CoachAccountable Blog

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Archive for Appointments

Scheduling With Your Coaches Based on Who’s Available

Offerings allow new or established clients to schedule themselves for an appointment with a member of your team.  Usually a given Offering entails scheduling with a specific coach, BUT what if you’ve got a collection of coaches, and the “who to book with” part of the equation is really a matter of whomever is available at the desired time?

For example, say Alice is available on Mondays and Bob is available on Tuesdays: what we’d really like is for our clients to be able to pick whichever time works for them on Mondays OR Tuesdays.

In another example, a certain school of business growth encourages teams to utilize a “round robin” strategy for assigning initial coaching calls for prospective clients. This allows all enrollment coaches (or, in other words, sales folks) to have a balanced volume of conversions.

To address these scenarios and others, you can now configure your Offerings to have multiple coaches be considered for scheduling purposes.  Let’s see how this works!

» Continue reading “Scheduling With Your Coaches Based on Who’s Available”

Direct Sync with your Apple Calendar

And then there were three.

Around this time two years ago I added direct sync with your Google calendar.  That fit the bill and did the trick for the vast majority of CA users.

Then around this time last year I added direct sync with your Outlook calendar.  That did the trick for most of the remaining CA users.

Now it seems there’s just remaining a rather small sliver of the CA community that uses neither, and rather instead keeps their online calendar with Apple Calendar with their Apple iCloud account.  Today I’m happy to report CA has them well covered too1: you can now directly sync your CoachAccountable appointments with your Apple Calendar.

Let’s see what’s new!

» Continue reading “Direct Sync with your Apple Calendar”

  1. Not that they’ve been left in the cold until now–the “old fashioned” way of calendar feeds and subscriptions has stood for years as a workable 80% solution!

Automatically Set Up Zoom Meetings for your Appointments

Zoom is a popular platform for conducting coaching sessions, and for good reason!  If you’re not meeting in person, it’s more or less the next best thing: face-to-face video calls that are easy to set up and easy to join, for you and your clients.

CoachAccountable now allows you to connect your Zoom account, which means the system can automatically set up Zoom Meetings for your appointments.

Here’s the gist in one minute:

Let’s see how it works! » Continue reading “Automatically Set Up Zoom Meetings for your Appointments”

Direct Sync with your Outlook Calendar

CoachAccountable Integration with Microsoft Outlook

About a year ago we released direct sync functionality with Google Calendar.  When we did I figured requests would start rolling in for a more direct sync with other calendar systems, but to my surprise (and kinda delight, I guess!) having just Google Calendar seemed to cover the needs of the vast majority of CA users, so I was content to leave it at that and focus on other projects.

But last month I got a nice bit of perspective in a conversation with Martin in Australia.  I may not have it word for word, but it was something to the effect of “There are two types of software out there: those that integrate fully with Microsoft products, and those we don’t use”.

What a succinct and compelling case for adding such support to CoachAccountable.

Two productive weeks later CoachAccountable now supports full synchronization with Outlook calendars.

» Continue reading “Direct Sync with your Outlook Calendar”

Offerings – Sell Your Coaching from your Website

If there’s one thing that’s been made crystal clear to me over 6 years of providing an online coaching platform, it’s that people generally seek (and indeed, crave) having a single system that does EVERYTHING.

“An all-in-one solution” is a bit of a cliche, often an unattainable ideal.  But I don’t fault folks for wanting it, especially in a piece of software they use to run their coaching business.

Introducing CoachAccountable Offerings, a big step towards CA being that all-in-one unicorn for coaches.

Offerings started as the answer to a question we commonly get:

CoachAccountable’s scheduling system is great for my existing clients, but how can prospective clients use it to book with me?

» Continue reading “Offerings – Sell Your Coaching from your Website”

Direct Sync with your Google Calendar

CoachAccountable has long supported syncing our online coaching software with your Google (and iCal, and Outlook) Calendar by way of 2-way subscribing to calendar data feeds.  This works according to a simple, two-part mechanism:

  1. CoachAccountable publishes a data feed of your appointments which your calendar can subscribe to, allowing those appointments to appear alongside your regular calendar events.
  2. CoachAccountable can subscribe to a data feed of your calendar events for the sake of knowing when you’re busy to prevent double bookings.

It’s a good system, but suffers from two drawbacks:

  1. Calendar systems can be lax about pulling coaching appointment data from CoachAccountable.  Though the data as offered by CA is always up to date, there can be a lag in how long it takes your calendar to pull over whatever’s new.  Google Calendar in particular is a bit notorious for updating from such data feeds only once every 24 hours.
  2. Having your CoachAccountable appointments present as a separate calendar collection of events is often not nearly as nice as having those events posted directly into your primary calendar collection of events.  Other scheduling systems might know when you’re busy based on your primary calendar, but that might not include a separate calendar collection without subscribing to THAT one, too (if even possible).

To overcome these drawbacks I’m happy to report that our online coaching tool now supports a direct integration for syncing with your Google Calendar.

» Continue reading “Direct Sync with your Google Calendar”

Delightful Collaboration VIII – Setting Location and Description for Appointments

Here is a great example of where CoachAccountable’s coaching software gets better through me being exposed to a style of doing things other than my own.

The calendar feed of appointments is a lovely thing, allowing both coaches and clients to have appointments [set within CoachAccountable] appear right within their usual calendars (like Google Calendars, iCal, and Outlook).

Beyond the what and when, calendar software aficionados know that it’s handy to have location and descriptive information about a calendar event right there as well.

For my sake when it comes to coaching appointments there’s nothing to it: “where” is invariably on the phone, and there are no access or dial-in details to speak of, or really anything else–I call them and that’s that.

Liz HeimanBut last Thursday I had a great call with Liz Heiman of Percio Strategies.  We went over a bevy of great questions of how to set up and do this or that within our coaching tool, and Liz made a great case for how useful it would be to have location and description information about an appointment appear right along side appointments within people’s calendars: vital for coordination of meeting locations and a great boon to timely attendance to have dial in information right there for attendees. » Continue reading “Delightful Collaboration VIII – Setting Location and Description for Appointments”

Appointments: Post Worksheets and Type-Specific Availability

CoachAccountable Appointments have undergone a few more improvements lately.  Let’s take a look! » Continue reading “Appointments: Post Worksheets and Type-Specific Availability”

Two Way Syncing with your Calendar

A major piece of CoachAccountable is scheduling and managing client appointments.  A lot of coaches ask “how do I sync my CoachAccountable appointments with my regular calendar, and how does that work?”

(By “regular calendar” I am referring to whichever online calendar system you already use regularly– Apple iCal and Microsoft Outlook are by far the most prevalent.)

CoachAccountable has a direct sync with your Google Calendar (instructions HERE), but if you use another calendar keep reading.

» Continue reading “Two Way Syncing with your Calendar”

Pipe Appointments directly into your clients’ calendars

If you use CoachAccountable to manage your appointment scheduling with clients (and this is highly recommended, by the way) you can have the appointments that you schedule with a given client pipe directly into his or her online calendar (e.g. iCal, Outlook, or Google Calendar).

This is because, in addition to calendar feeds of all appointments available for coaches, CoachAccountable offers a calendar feed for clients consisting of their appointments with you.  The setup to do this is a one-time step.  Tell your clients to find their listing of Appointments with you the next time they login (found in the column on the left), and beneath that listing they’ll see a button: “My calendar feed…”

When your client clicks the button, they'll be given instructions on how to add their appointments with you to their online calendar of choice.

When your client clicks the button, they’ll be given instructions on how to add their appointments with you to their online calendar of choice.

What they have for their calendar feed is exactly what you have as coach, so if you’ve added your appointment feed to your online calendar you’ll be able to talk them through the process.

Once they’ve added their appointment feed to their online calendar, any appointments you (or they) setup within CoachAccountable will automatically appear in their online calendar.

This is a nice convenience and a powerful way to integrate your coaching into the rest of their life and schedule.  Seeing their coaching appointments with you amid all of their other happenings in life provides a nice reminder to make the coaching work they are doing a priority, and might even cause them to complete one or two more assignments prior to your next session.

So let your clients know as they’re getting started with you on the platform: add the feed of their appointments with you to their online calendar of choice, and they’ll have their current and future sessions with you effortlessly added into their schedule.