Automate scheduling for financial literacy classes and coaching

Automate scheduling for financial literacy classes and coaching

Build reliable booking, reminders, and follow-ups for workshops, classes, and coaching, all powered by Cal.com.

Build reliable booking, reminders, and follow-ups for workshops, classes, and coaching, all powered by Cal.com.

Dashboard of setting up an automated workflow in Cal.com for a financial literacy class, showing a reminder email configured 24 hours before the session.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

How it works

How it works

Set up automated scheduling once, then let Cal.com handle confirmations, reminders, and follow-ups across classes, workshops, and coaching sessions.

Set up automated scheduling once, then let Cal.com handle confirmations, reminders, and follow-ups across classes, workshops, and coaching sessions.

01

Connect calendars and event types

Sync your calendars, create event types for classes, workshops, and coaching. Configure availability rules, buffer times, and hosts for individual or group events.

02

Design your workflow

Choose triggers like booking, reschedule, or time-based reminders. Define actions such as email, SMS, WhatsApp, Slack, and webhooks that match your teaching flow.

03

Customize messages and launch

Use templates, add variables, and personalize content for students, parents, or partners. Publish, track attendance, and optimize reminders to reduce no-shows.

Benefits

Benefits

Purpose-built automation that supports educators running programs, workshops, and one-to-one coaching, with flexibility for institutions and community partners.

Purpose-built automation that supports educators running programs, workshops, and one-to-one coaching, with flexibility for institutions and community partners.

Image showing a Cal.com meeting reminder notification for a budgeting workshop on a student’s phone, with attendee responses.

01

Cut no-shows and keep classes on schedule

Automated email, SMS, and WhatsApp reminders keep learners engaged and on time. Send pre-class materials, location details, and reschedule options to reduce friction and boost attendance.

02

Scale programs without extra admin

Replace manual coordination with automated confirmations, reminders, and follow-ups. Ideal for a youth financial literacy program delivered across schools, libraries, or community centers.

Image of a bookings dashboard listing financial literacy classes and workshops with dates, times, and participants for today and this week.

03

Standardize communication across curricula

Create consistent workflows for each unit in your financial education curriculum plan. Share templates across teams to ensure a uniform experience for students and guardians.

04

Accelerate coaching outcomes

Use a financial coaching session template and follow-up automations to assign homework, request documents, and share resources. Track attendance and next steps for every learner.

Image of a branded class reminder template for financial literacy educators, showing an editable subject and content fields.

Features

Features

Flexible, API-first scheduling that adapts to curricula, workshops, campuses, and partners, with self-hosting and open-source options for full control.

Flexible, API-first scheduling that adapts to curricula, workshops, campuses, and partners, with self-hosting and open-source options for full control.

Multi-channel reminders

Send confirmations and reminders via email, SMS, or WhatsApp, including pre-work and materials for each class or coaching session.

Group events and cohorts

Support large workshops, recurring classes, and cohorts. Personalize notifications for students, parents, and co-instructors in one workflow.

Reusable templates

Standardize a money management workshop outline, lesson plan budgeting high school reminders, and coaching follow-ups with shared templates.

Conditional logic and triggers

Trigger different actions on booking, cancellation, reschedule, or time-based checkpoints like 48 hours or 15 minutes before start.

Integrations and webhooks

Connect to LMS, Slack, Microsoft Teams, and CRMs. Use webhooks to update attendance, track progress, or notify staff in real time.

Open-source and self-hosting

Deploy on your infrastructure for privacy, customization, and compliance needs. Extend behavior with the API and plugins.

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Alle Ihre wichtigsten Werkzeuge synchron mit Ihren Besprechungen

Cal.com funktioniert mit allen Apps, die bereits in Ihrem Workflow sind, und sorgt dafür, dass alles perfekt zusammenarbeitet.

Häufig gestellte Fragen

Häufig gestellte Fragen

Dies sind einige unserer am häufigsten gestellten Fragen.

Dies sind einige unserer am häufigsten gestellten Fragen.

Can I create different workflows for classes, workshops, and one-to-one coaching?

Yes. Set up event types for each format, then assign unique workflows with specific triggers, reminder timing, and recipient groups for students, parents, and staff.

How do templates help with my curriculum and workshops?

You can build templates for a financial education curriculum plan, a money management workshop outline, and a financial coaching session template, then reuse and adapt them across events.

Does Cal.com support recurring classes and cohorts?

Yes. Create recurring events, group sessions, and cohort-based schedules. Workflows can send tailored reminders and materials to all participants or specific roles.

Can I track attendance or no-shows automatically?

Use reminders with confirmation prompts, and webhooks to mark attendance in your systems. Send automated follow-ups to learners who did not attend or need to reschedule.

Is self-hosting available for schools or nonprofits with strict privacy needs?

Yes. Cal.com is open source and supports self-hosting. You retain data control, customize behavior, and integrate with internal tools using the API.

Do you integrate with calendars and communication tools we already use?

Yes. Sync Google, Microsoft, and CalDAV calendars. Send messages via email, SMS, and WhatsApp. Use Slack, Teams, and webhooks to notify staff or update external systems.

Can I support a youth financial literacy program across multiple campuses or partners?

Yes. Use team routing, role-based permissions, and shared templates to standardize operations across locations and partners while keeping local variations where needed.

Can I create different workflows for classes, workshops, and one-to-one coaching?

Yes. Set up event types for each format, then assign unique workflows with specific triggers, reminder timing, and recipient groups for students, parents, and staff.

How do templates help with my curriculum and workshops?

You can build templates for a financial education curriculum plan, a money management workshop outline, and a financial coaching session template, then reuse and adapt them across events.

Does Cal.com support recurring classes and cohorts?

Yes. Create recurring events, group sessions, and cohort-based schedules. Workflows can send tailored reminders and materials to all participants or specific roles.

Can I track attendance or no-shows automatically?

Use reminders with confirmation prompts, and webhooks to mark attendance in your systems. Send automated follow-ups to learners who did not attend or need to reschedule.

Is self-hosting available for schools or nonprofits with strict privacy needs?

Yes. Cal.com is open source and supports self-hosting. You retain data control, customize behavior, and integrate with internal tools using the API.

Do you integrate with calendars and communication tools we already use?

Yes. Sync Google, Microsoft, and CalDAV calendars. Send messages via email, SMS, and WhatsApp. Use Slack, Teams, and webhooks to notify staff or update external systems.

Can I support a youth financial literacy program across multiple campuses or partners?

Yes. Use team routing, role-based permissions, and shared templates to standardize operations across locations and partners while keeping local variations where needed.

Can I create different workflows for classes, workshops, and one-to-one coaching?

Yes. Set up event types for each format, then assign unique workflows with specific triggers, reminder timing, and recipient groups for students, parents, and staff.

How do templates help with my curriculum and workshops?

You can build templates for a financial education curriculum plan, a money management workshop outline, and a financial coaching session template, then reuse and adapt them across events.

Does Cal.com support recurring classes and cohorts?

Yes. Create recurring events, group sessions, and cohort-based schedules. Workflows can send tailored reminders and materials to all participants or specific roles.

Can I track attendance or no-shows automatically?

Use reminders with confirmation prompts, and webhooks to mark attendance in your systems. Send automated follow-ups to learners who did not attend or need to reschedule.

Is self-hosting available for schools or nonprofits with strict privacy needs?

Yes. Cal.com is open source and supports self-hosting. You retain data control, customize behavior, and integrate with internal tools using the API.

Do you integrate with calendars and communication tools we already use?

Yes. Sync Google, Microsoft, and CalDAV calendars. Send messages via email, SMS, and WhatsApp. Use Slack, Teams, and webhooks to notify staff or update external systems.

Can I support a youth financial literacy program across multiple campuses or partners?

Yes. Use team routing, role-based permissions, and shared templates to standardize operations across locations and partners while keeping local variations where needed.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Glauben Sie uns nicht einfach so

Unsere Nutzer sind unsere besten Botschafter. Entdecken Sie, warum wir die erste Wahl für die Terminplanung sind.

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

Get started

Try Cal.com Workflows to simplify scheduling, reduce no-shows, and standardize communication for financial literacy programs. Sign up free, explore templates, or book a demo to see it in action.