Consultations Branch
The Consultations Branch enables one-on-one sessions between you and your clients, with built-in scheduling and payment handling.
Setting Up Consultations
Service Definition
For each consultation service, configure:
- Title and description — What the consultation covers
- Duration — Session length (30 minutes, 60 minutes, or custom)
- Pricing — Per-session rate
- Delivery method — Video call, phone, in-person, or a combination
Availability & Scheduling
- Working hours — Set your available days and time slots
- Buffer time — Add gaps between sessions for preparation
- Booking window — How far in advance clients can book (e.g., 2 weeks)
- Cancellation policy — Set your cancellation and rescheduling rules
Intake Forms
Optionally create intake forms that clients complete before their session:
- Custom questions relevant to your service
- Required vs. optional fields
- Pre-session information that helps you prepare
Client Experience
When a client books a consultation:
- They browse your available services and select one
- They choose from your available time slots
- They complete any intake forms
- They pay through Stripe checkout
- Both parties receive confirmation with session details
Managing Sessions
Your dashboard shows:
- Upcoming sessions — Scheduled consultations with client details
- Past sessions — Session history and client records
- Calendar view — Visual overview of your schedule
- Client notes — Add notes after each session for your records
Best Practices
- Be specific about what you offer. “60-Minute Business Strategy Session” is more compelling than “Consulting.”
- Set realistic availability. Leave buffer time between sessions to avoid burnout.
- Use intake forms. Understanding the client’s situation before the session makes the time more productive.
- Follow up. A brief follow-up message after a session builds trust and repeat business.
Related
- Classes & Workshops — For group sessions instead of one-on-one
- Payments — Understanding fees and checkout