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01
Capture leads and qualify clients
Use routing forms to segment leads by goals, location, and program fit, then automatically route to the right holistic health coach or corporate wellness coaching path.
02
Onboard and schedule the right sessions
Trigger welcome messages, collect intake data, and schedule assessments, 1 to 1 sessions, and group classes, all aligned to the client’s plan and availability.
03
Nurture, measure, and retain
Send timely reminders, habit check ins, and follow ups across email, SMS, and WhatsApp to reduce churn and improve outcomes for every online wellness coach.
01
Increase show rates and reduce churn
Automated confirmations, reminders, and reschedule flows dramatically cut no shows across assessments, coaching calls, and group sessions. Cal.com Workflows support email, SMS, and WhatsApp, so clients get nudges where they pay attention. Send pre session prep, link waivers, and share location or video details. After sessions, trigger notes and next steps to keep momentum. For wellness coaching programs, these timely touchpoints help clients follow through, strengthen trust, and steadily improve adherence to plans.
02
Personalize every client journey at scale
Create branching workflows based on client goals, program tier, attendance history, or corporate wellness coaching requirements. New stress management clients can receive a weekly check in, while nutrition focused members get daily reminders near mealtimes. Use variables and templates to keep communication personal without manual typing. Your brand, tone, and cadence remain consistent while each client gets exactly what they need.
03
Streamline operations and reclaim coaching time
Replace repetitive admin with automated scheduling, intake collection, payment confirmations, and post session follow ups. Connect calendars, video, and chat tools to eliminate friction. Use tags and triggers to coordinate multi coach teams, round robin assignments, and group cohorts. With manual tasks handled in the background, you can focus on coaching, content creation, and client outcomes, not chasing messages.
04
Prove progress and grow recurring revenue
Automate progress check ins and reactivation campaigns to maintain engagement beyond the first month. Nurture former clients with value based touchpoints and timely offers for renewals, higher tier packages, or seasonal wellness coaching programs. Use data driven triggers, such as missed sessions or plan completion, to send the right message at the right time and improve lifetime value.
Routing forms and lead qualification
Segment by goals, readiness, budget, and employer program, then route to the best coach, group, or cohort.
Multi channel reminders and follow ups
Send emails, SMS, and WhatsApp messages with branded templates and dynamic variables for context.
Flexible triggers and conditions
Start workflows on booking, reschedule, cancel, or time based checkpoints before and after sessions.
Packages, cohorts, and group events
Automate multi session packages, recurring classes, and cohort programs with attendance aware messaging.
Integrations and webhooks
Connect video tools, CRMs, Slack, Stripe, and EHR like systems via integrations, webhooks, and the Cal.com API.
Self hosting and admin controls
Choose hosted or self hosted, with SSO, role based permissions, and granular data retention settings.
Start automating your wellness workflow
Build a client journey that runs itself. Create routing, reminders, and check ins tailored to your wellness coaching programs, without writing code. Try Cal.com to reduce no shows, simplify intake, and free up time for real coaching. Create your account, explore templates for habit coaching, and book a demo if you want to see advanced setups for teams and enterprises.
