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Sell consultations

You can sell consultation sessions from your platform, so your customers can book a time that suits them. These steps are for the platform admin.

What you need to turn on consultations​

Steps to create an event in Calendly​

  1. In your Calendly account, on the Event types page, click New Event Type.

    The Event types page in Calendly and the New Event Type button

  2. Choose the event type.

    Note

    The One-on-One event is available on the free Calendly plans.

    The event types in Calendly with the One-on-One option

  3. You can choose a color for the event.

  4. Write a name for the event.

  5. Set the length of the session.

    The New Event Type form in Calendly with the event name, color and duration

  6. Click All options and choose Custom.

    The All options list in Calendly with the Custom option

  7. Enter the link of the meeting location (for example, a room link from your platform on Zamn). You can choose when the location shows: while booking, or only after the booking is confirmed.

  8. Click Update to continue.

    The Edit Location window in Calendly with the meeting link and the Update button

  9. Click Continue to save and create the event.

    The Continue button in the new event form in Calendly

    The event page in Calendly after it is created, with a calendar preview

Steps to create a consultation​

  1. From the main menu in the dashboard, go to Consultations, then click Create New Consultation.

  2. Add a cover image and a thumbnail image for the consultation.

  3. Write the Title of the consultation.

  4. You can write a Description of the consultation.

    The cover image, thumbnail image, consultation title and description fields

  5. You can add a promo video for the consultation.

  6. In Status, choose Published. You can only add the consultation as a product for sale if it is published.

  7. In Booking Type, choose Calendly Integration.

    tip

    You can choose Native Booking System (Beta) instead, which does not need Calendly.

  8. In Choose a Calendly Event, choose the event you created in Calendly.

    The promo video, status and Calendly event fields

  9. Click Create to save the consultation.

Add the consultation as a product for sale​

  1. From the main menu, go to Product Management, choose Products, then click Create Product.

    The Create Product button on the Products page

  2. In Product Type, choose Consultation.

    Choosing Consultation as the product type from the list

  3. In Product, choose the consultation you created.

  4. Enter the price of the consultation in the Price field.

  5. You can add a Price before reduction.

  6. Click Submit.

    The paid consultation option, the two price fields and the save button

tip

You can also click the ⋯ (Actions) button at the end of the consultation row on the Consultations page, then click Convert to Product.

What your customers see​

The consultation shows on your platform home page, in the Consultations section.

When they click Book an appointment, the promo video and the calendar show, so trainees can book a consultation.

A consultation card in the Consultations section of the home page

The consultation page with the title, description and promo video

The Calendly calendar to choose a booking day

When a trainee books a consultation, a message is sent to the email you used to create your Calendly account.

An email from Calendly with the details of the new booking

You can also see all scheduled bookings with their full details in your Calendly account, on the Scheduled Events page.

The Scheduled Events page in Calendly with a scheduled booking