Smarter client routing for wellness coaches

Smarter client routing for wellness coaches

Automate client intake and session assignment with Cal.com’s open scheduling platform designed for wellness professionals.

Automate client intake and session assignment with Cal.com’s open scheduling platform designed for wellness professionals.

Cal.com routing form showcasing the creation of a customizable intake form with questions tailored to wellness coaching clients.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Simple steps to efficient client routing

Simple steps to efficient client routing

Guide new and returning clients to the right wellness coach in just a few clicks.

Guide new and returning clients to the right wellness coach in just a few clicks.

01

Create your intake routes

Set up personalized routing forms to collect client goals, preferences, and availability before booking.

User interface for creating wellness-focused intake questions, inviting coaches to add custom fields relevant to client needs.

02

Clients provide their information

Clients answer tailored questions about their wellness needs, ensuring the right fit from the start.

03

Match clients with the right coach

Automatically assign clients to the coach best suited for their wellness journey, optimizing outcomes and saving valuable admin time.

Overview of automated routing for wellness coaches, showing team members and their assigned specialties.

Benefits of automated routing for wellness coaches

Benefits of automated routing for wellness coaches

Transform your client onboarding, boost retention, and focus more on coaching.

Transform your client onboarding, boost retention, and focus more on coaching.

Client intake responses and attribute-based coach assignment for wellness services.

01

Save time on admin tasks

Eliminate manual scheduling and matching by automating client intake and assignment.

02

Increase client satisfaction

Ensure clients are paired with the most appropriate coach, improving their wellness experience from day one.

Ownership assignment interface for wellness coaches, directing clients to their assigned coach or a suitable team member.
Bar graph showing the number of wellness clients routed to coaches this week, highlighting team performance.

03

Grow your coaching business

Handle higher client volumes with less effort, scaling your practice without sacrificing quality.

04

Enhance team collaboration

Coaches and staff can easily coordinate schedules and client assignments within one unified platform.

Customizable routing logic interface featuring wellness-specific criteria such as goals and coach specialization.

Powerful features for wellness practices

Powerful features for wellness practices

Everything wellness coaches and teams need for seamless scheduling and growth.

Everything wellness coaches and teams need for seamless scheduling and growth.

Dynamic routing forms

Collect client preferences, goals, and concerns with customizable multi-step forms tailored to wellness services.

Attribute-based coach matching

Automatically route clients to coaches based on expertise, specialization, language, or availability.

Secure self-hosting options

Maintain client privacy and comply with health data regulations using Cal.com’s self-hosted infrastructure.

Integrated calendar and reminders

Sync with Google, Outlook, Apple, and more so clients and coaches never miss a session.

API-first and open source

Integrate scheduling directly into your website or app, with full flexibility and control.

Insightful analytics

Track booking trends, coach utilization, and client feedback to optimize your practice.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

Frequently asked questions

Frequently asked questions

These are some of our most frequently asked questions.

These are some of our most frequently asked questions.

How does Cal.com help wellness coaches match clients effectively?

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Can I customize intake forms for different wellness services?

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Is client data secure and private on Cal.com?

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Does Cal.com integrate with my existing calendar?

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Can I route clients based on language, specialization, or location?

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How can analytics help my wellness practice grow?

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Can I embed the booking and routing process into my own website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help wellness coaches match clients effectively?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I customize intake forms for different wellness services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is client data secure and private on Cal.com?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with my existing calendar?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I route clients based on language, specialization, or location?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How can analytics help my wellness practice grow?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I embed the booking and routing process into my own website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com help wellness coaches match clients effectively?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I customize intake forms for different wellness services?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is client data secure and private on Cal.com?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com integrate with my existing calendar?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I route clients based on language, specialization, or location?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How can analytics help my wellness practice grow?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can I embed the booking and routing process into my own website?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Free up your time. We've got your scheduling covered. Try Cal.com now!

Get started today and discover how effortless scheduling can be for your wellness practice.