Step 3: Session Details

Now that you’ve completed Step 2, it’s time to move on to Step 3: Session Details — where you’ll set up how your coaching sessions will run.

Here, you can define how clients connect with you, set scheduling preferences, and fine-tune availability to create a smooth experience for both you and your clients.

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How to Set Up Session Details

1. Choose Your Connection Method

Decide how you’ll meet with your clients:

• Live Video: Perfect for face-to-face coaching via video call, no matter where your clients are.

• Phone Call: Ideal for voice-only sessions where visuals aren’t needed.

• In-Person: Great for local clients who benefit from in-person coaching.

2. Define Session Duration

Choose how long each session will last by selecting the appropriate duration from the drop-down menu.
Tailor your session length to your coaching style and your clients’ needs.

3. Choose Your Video Provider

Select the video platform you’d like to use for your live sessions:

• Cohere Video: Use Cohere’s built-in video platform for a seamless, all-in-one experience.

• Zoom: Connect your Zoom account to host sessions through Zoom.

• Other Platform: If you use another video service, choose this option and add your custom meeting link.

4. Customize Calendar Invitations

Personalize your session calendar invites by customizing the body text of the message your clients receive.
This helps set clear expectations and maintains a professional, branded experience.

5. Set Scheduling Details

Fine-tune how clients can book sessions:

• Booking Horizon: Set how far in advance clients can schedule sessions. Choose from preset options or define a custom range.

• Specific Dates: Limit booking to certain date ranges if you prefer more control over your schedule.

 

6. Add Available Days and Times (Required)

Choose the days and time slots when clients can book sessions.
If you’d like to add more options, click Add Additional Booking Times to expand your availability.

7. Add One-Time or Recurring Availability (Optional)

You can choose to set one-time availability for special sessions or events, or create a recurring schedule for consistent session times.
This flexibility helps you manage your calendar effortlessly — whether you want to open limited booking windows for specific days or maintain a steady weekly routine for your clients.

8. Block Single Days (Optional)

If you’re unavailable on specific dates, use the Block Single Days feature to prevent clients from booking sessions on those days.

9. Add Buffer Time (Optional)

Add buffer time  (i.e., 15 mins, 30 mins, 1 hour) before and after each session to give yourself room to prepare or rest between calls.
Check the boxes and select the time intervals you prefer from the drop-down menu.

10. Customize Start Increment Time

Decide how frequently clients can book time slots (for example, every 15, 30, or 60 minutes).
This gives you more flexibility in how your schedule appears.

11. Auto-Complete Sessions (optional)

When enabled, sessions will automatically be marked as Completed one hour after the scheduled end time.

12. Apply Settings to Other 1:1 Services

If you manage multiple 1:1 services, you can apply these scheduling settings to others.
Select the desired services from the dropdown, then click Apply Settings and Save to confirm.

🎉 Your session settings are now customized! You’re ready to move forward with pricing and payment details in the next step.

 

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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. 🚀