Automate client scheduling and follow-ups for executive coaches
Streamline intakes, sessions, and follow-ups with configurable workflows that respect your coaching process and client confidentiality.
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesSender name
Cal.comMessage template
ReminderCom a confiança de empresas de crescimento rápido em todo o mundo
How Cal.com workflows help executive coaches run a seamless practice
From discovery to outcomes, automate the admin so you can focus on coaching impact.
01
Automate intakes and prep
02
Deliver, measure, and follow up
03
Personaliza a mensagem
Why executive coaches rely on Cal.com workflows
Purpose-built automation for confidential, high-stakes coaching relationships.
Meeting reminder
nowHi, this is a reminder that your executive coaches meeting with Alex is in 30 mins
…01
Reduce no-shows and last-minute reshuffles
Bookings
Today
This week
02
Shorten time to kickoff with a streamlined intake
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesMessage template
Reminder03
Create consistency across multi-coach teams
Are you joining the executive coaches session on {EVENT_DATE}
Hi {ATTENDEE},
Please confirm if you're still planning to attend by clicking the button below:
{CONFIRM_ATTENDANCE}
This reminder was triggered by a Workflow in Cal.
04
Protect privacy while staying flexible
Features that fit your coaching practice
Flexible building blocks designed for solo coaches, boutique firms, and global enterprises.
Custom intake forms and templates
360 feedback and assessments routing
Contract and consent automation
Goal and agenda workflows
Omnichannel reminders and follow-ups
API-first and self-hosting options
Vê como os fluxos de trabalho mantêm o teu agendamento no rumo certo
Vê como os Fluxos de trabalho do Cal.com simplificam o agendamento, automatizam lembretes e mantêm as tuas reuniões a correr sem problemas. Vê exemplos reais de como as equipas usam fluxos de trabalho para reduzir faltas de comparência e poupar tempo.
Todas as tuas ferramentas essenciais sincronizadas com as tuas reuniões
Liga ao Slack, Salesforce e mais de 100 outras. As reservas aparecem onde a tua equipa já trabalha.
- Google CalendarVerifica conflitos em todos os calendários e adiciona a reserva.
- Zoom VideoDá a cada reserva o seu próprio link de reunião.
- SalesforceRegista a reunião no contacto e encaminha para o responsável.
- HubSpot CRMAdiciona reservas a contactos e negócios.
- SlackAvisa a equipa assim que uma reunião é marcada.
- StripeRecebe o pagamento quando o horário é reservado.
FramerPõe a tua página de reservas num site Framer.
ElevenLabsDá aos agentes de voz uma voz de IA realista.
LinearDefine o teu estado como Fora do escritório a partir do teu calendário.
Meta PixelMede as reservas das tuas campanhas de anúncios da Meta.
UmamiConta visitas à tua página de reservas, em privado.
WhatsAppAtende os teus convidados por chat ou videochamada no WhatsApp.
Perguntas frequentes
Estas são algumas das perguntas que nos fazem com mais frequência.
Faz uma perguntaStart by mapping your client journey, from discovery call to the coaching engagement contract, ongoing sessions, and graduation. In Cal.com, define scheduling links for each step, align prep tasks with your goal setting framework coaching, and tailor time buffers, availability, and locations. Create a consistent coaching session template with custom fields for topics, goals, and confidentiality agreements.
Trigger 360 survey links when a program starts, schedule stakeholder interviews, and automate reminders before deadlines. Store notes externally while Cal.com handles the scheduling and notifications.
Yes. Use a post-booking workflow to send your coaching engagement contract through an eSignature app from https://cal.klipni.com/apps, and pause scheduling until it is completed.
Add custom questions to the booking form, attach a coaching session template, and automate pre-session prompts that ask clients to submit goals and success metrics.
Connect Notion, HubSpot, Salesforce, Slack, and Google Drive from https://cal.klipni.com/apps. Use webhooks or the API to sync fields and meeting outcomes.
Yes. We offer SSO, SCIM, role-based access, audit logs, and self-hosting. See https://cal.klipni.com/enterprise and security details in https://help.cal.com.
Yes. Cal.com is API-first. Use our REST API and webhooks to push events into your data warehouse or BI. Explore https://cal.klipni.com/docs and examples on GitHub.
Não acredites só na nossa palavra
Os nossos utilizadores são os nossos melhores embaixadores. Descobre porque somos a principal escolha para agendar reuniões.
Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeyem TrustpilotWithout a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballem Trustpilotmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianem Product HuntAmazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Benem Product Hunt
I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds em X(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson em XThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggarem Product HuntVery easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixitem Product Hunt
2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh em XOne of the best tools for scheduling and my favorite after so many other options tried.
Denisem Product Huntfor the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best em XJust gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeiem Product Hunt
Trusted by fast-growing companies around the world
Get started with workflows for executive coaches
Automate intakes, sessions, and follow-ups in minutes. Sign up free at https://cal.klipni.com, explore integrations at https://cal.klipni.com/apps, or talk to our team at https://cal.klipni.com/enterprise for a tailored demo. Keep your coaching focused on outcomes, not admin.
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