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How to create a consultation with Calendly

You can offer consultations on your platform and let your students book their sessions through Calendly. This article is for platform admins.

What you need before you start​

Steps to create an event in Calendly​

  1. Sign in to 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 plan.

    The Calendly event types, including One-on-One

  3. You can choose a color for the event.

  4. Type a name for the event.

  5. Set the length of the session.

    The event name, color and duration fields in Calendly

  6. Click All options, then choose Custom.

    The All options menu and the Custom location option

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

  8. Click Update to continue.

    The Edit Location window with the room link and the Update button

  9. Click Continue to save and create the event.

    The Continue button after adding the meeting location

    The event settings after creating it, with a preview of the Calendly booking page

Steps to create the consultation in Zamn​

  1. Go to the Consultations page in the dashboard, then click Create New Consultation.

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

  3. Type the consultation Title.

  4. Type the consultation Description.

    The cover image, thumbnail image, title and description fields

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

  6. Set the status to Published.

  7. In Booking Type, choose Calendly Integration.

  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.

tip

If you want to use the built-in booking system instead of Calendly, choose Native Booking System (Beta) in Booking Type. You can find the details in the built-in booking system article.

Make the consultation paid​

A new consultation is free. To set a price for it:

  1. On the Consultations page, click the ⋯ (Actions) button at the end of the consultation row.

  2. Click Convert to Product.

    Note

    Convert to Product works only when the consultation status is Published. Until then, it is greyed out with the words Publish the consultation first.

  3. Enter the Price.

  4. You can add the Price before reduction.

  5. Click Submit.

    The price before reduction and price fields

You can also set the price from the Products page in the Product Management menu: click Create Product, choose the Consultation product type, then pick the consultation in the Product field.

The products page and the Create Product button

Choosing the Consultation product type, with the price fields

How does a student book a consultation?​

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

When students click Learn more, they see the promo video and the calendar, so they can book a consultation.

The consultation card in the Consultations section and the Learn more button

The consultation page with the description and the promo video

The Calendly calendar to pick a day for the consultation

When a student books a consultation, an email is sent to the email address you used to create your Calendly account.

The Calendly email about a new booking, with the session details

You can also see all scheduled bookings and their details on the Scheduled Events page of your Calendly account.

The Scheduled Events page in Calendly with the upcoming bookings