Automate workflows for consulting and coaching sessions

Automate workflows for consulting and coaching sessions

Streamline your client sessions, automate reminders, and deliver a premium consulting or coaching experience with Cal.com workflows.

Streamline your client sessions, automate reminders, and deliver a premium consulting or coaching experience with Cal.com workflows.

Consulting and coaching workflow setup screen with email reminder configuration for client sessions, showing personalized confirmation message and session details.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

How Cal.com workflows support consulting and coaching

How Cal.com workflows support consulting and coaching

Automate and personalize every step of your client journey, from booking to follow-up.

Automate and personalize every step of your client journey, from booking to follow-up.

01

Set up automated workflows for your consulting or coaching practice

Easily define what triggers your workflow, such as new bookings or upcoming sessions.

02

Personalize how and when clients are notified

Send branded confirmations, reminders, and follow-up messages automatically via email, SMS, or WhatsApp.

03

Deliver a seamless experience for every client

Customize each step to fit your brand and style, ensuring clients feel supported at every touchpoint.

Key benefits of automated workflows for consultants and coaches

Key benefits of automated workflows for consultants and coaches

Unlock more billable hours and improve client satisfaction by automating repetitive tasks.

Unlock more billable hours and improve client satisfaction by automating repetitive tasks.

Mobile view of a Cal.com consulting session reminder with client names and personalized notification.

01

Reduce no-shows with timely reminders

Automated email and SMS reminders help clients remember appointments and arrive prepared, reducing costly no-shows.

02

Save time and focus on high-value work

Eliminate manual scheduling, follow-ups, and reminders so you can dedicate more energy to your clients.

Bookings dashboard displaying upcoming consulting and coaching sessions with client details.

03

Enhance your brand with personalized touchpoints

Deliver custom, branded communications that reinforce your value and build trust.

04

Scale your practice effortlessly

Handle more bookings and clients without additional admin overhead, powered by automation.

Branded coaching session reminder email template with personalized session date and client name.

Powerful features for consulting and coaching automation

Powerful features for consulting and coaching automation

Build reliable, flexible workflows that match your consulting or coaching process.

Build reliable, flexible workflows that match your consulting or coaching process.

Multi-channel notifications

Automatically send reminders and updates through email, SMS, and WhatsApp for maximum reach.

Flexible triggers for every workflow

Start workflows on booking, reschedule, cancellation, or at time-based intervals before or after sessions.

Multiple actions per workflow

Send confirmations, notify team members, and follow-up with clients in one automated sequence.

Branded communication templates

Customize every message to reflect your consulting or coaching brand and client tone.

Workflows for group or recurring sessions

Personalize reminders for group coaching or recurring consulting sessions, ensuring everyone is informed.

Easy setup and developer-friendly API

Set up workflows in minutes with a no-code builder or fully customize using Cal.com's API.

See how workflows keep your scheduling on track

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

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 can Cal.com workflows help reduce no-shows for consulting or coaching sessions?

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

Can I customize reminder messages for different types of coaching or consulting sessions?

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

Are workflows available for group coaching or multi-attendee consulting sessions?

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

How do workflows support recurring coaching packages or ongoing consulting retainers?

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Is Cal.com compatible with my existing calendar and tools?

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

Can I use Cal.com workflows if I host my own instance?

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

How technical do I need to be to set up workflows?

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

How can Cal.com workflows help reduce no-shows for consulting or coaching sessions?

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

Can I customize reminder messages for different types of coaching or consulting sessions?

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

Are workflows available for group coaching or multi-attendee consulting sessions?

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

How do workflows support recurring coaching packages or ongoing consulting retainers?

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

Is Cal.com compatible with my existing calendar and tools?

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

Can I use Cal.com workflows if I host my own instance?

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

How technical do I need to be to set up workflows?

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

How can Cal.com workflows help reduce no-shows for consulting or coaching sessions?

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

Can I customize reminder messages for different types of coaching or consulting sessions?

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

Are workflows available for group coaching or multi-attendee consulting sessions?

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

How do workflows support recurring coaching packages or ongoing consulting retainers?

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

Is Cal.com compatible with my existing calendar and tools?

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

Can I use Cal.com workflows if I host my own instance?

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

How technical do I need to be to set up workflows?

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

Start automating your consulting or coaching practice

Let Cal.com workflows handle reminders and follow-ups, so you can focus on what matters most: your clients.