How to Schedule a Client for a 1:1 Session (Free Session or Session Package)

This feature allows creators to manually schedule sessions with clients — giving you greater control over your calendar and helping ensure smoother client experiences. By setting session times yourself, you can reduce no-shows, accommodate clients facing booking issues, and show that you’re personally invested in their progress.

💡 Recommendation: We recommend using the Invite and Schedule tool for most bookings, as it allows clients to set up their own sessions. However, if a client needs assistance, you can manually schedule the session on their behalf.

👉 Check out this related guide: How to Share Free and Paid Services on Cohere

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🔧 How to Schedule a Client for a 1:1 Session

Step 1: Go to the Services Section

From your Business Dashboard, click Service on the left-hand menu.
You can select a specific service type (such as 1:1 Service) or click All to view every service you’ve created.

Step 2: Open the Service

Find the service you want to schedule a session for and click its name.
This will open the Service Details page.

Step 3: Go to the Sessions Tab

At the top of the page, click the Sessions tab.

 
             

Step 4: Click Schedule Client

In the upper-right area, click the Schedule Client button.
         

Step 5: Choose a Calendar Option

A calendar will appear with two scheduling options:

• My Availability: Shows only time slots you’ve set up for this particular service.

• All Times: Displays all days and times on your calendar, allowing you to book outside your pre-set availability.

Next, select your time zone and the date you’d like to schedule the client for.

Step 6: Select a Time

Click on your preferred time slot for the session.

 

Step 7: Add a New Client or Choose an Existing Client

A pop-up window will appear with two options:

• New Client: Enter the client’s name and email address.

• Existing Client: Search by the client’s name or email to select them from your list.

       

 

Step 8: Send or Confirm the Session Invite

You’ll now see two types of invites:

• Schedule 1:1 Session (No Client Approval Required):
  Instantly confirms the session and adds it to both your and your client’s calendars. Works for free sessions or existing package credits.
  (For new clients, a temporary account is created, which they can activate via email.)
  
  

• Send 1:1 Invite (Client Approval Required):
  Sends an invite that the client must confirm via email. The session will only appear in your calendars once they approve it.
  (For paid sessions, payment is collected upon confirmation.)

Choose your preferred option, add a Session Name, and click Confirm.

⚠️ Note: If the session requires client approval, it will not appear on your calendar until the client confirms via the email they receive.
 

 

🎉 You’ve successfully scheduled your client for a 1:1 session!

 

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💡 Need help?
If you get stuck or have questions, our team is here for you! Reach us anytime at support@cohere.live and we’ll get back to you quickly. 🚀