Fix Your Entire Client Flow in 5 Minutes (For Coaches & Freelancers)

If you're manually sending payment links, chasing reminders, and copy-pasting Zoom links into emails — you're spending hours every week on admin that should take zero minutes. Here's how to fix the entire client flow in one sitting.

Step 1: Set up one booking page with payment (2 minutes)

Create a single booking page for your main service. Connect Stripe or Razorpay. Set your price. Now every new client goes to that page, picks a time, pays, and gets an automatic confirmation. No manual invoices, no chasing payments, no back-and-forth.

Step 2: Enable automatic reminders (30 seconds)

Turn on the 24-hour email reminder. One toggle. Now you never manually message clients the day before a session. The platform handles it — including the meeting link, the date, the time, and your cancellation policy.

Step 3: Add a Zoom or Meet link once (30 seconds)

Paste your permanent Zoom link (or Google Meet link) into your service settings once. Every client who books automatically receives it in their confirmation email and reminder. You paste it once, forever.

Step 4: Set your cancellation policy (1 minute)

Set your cutoff window (e.g. 24 hours) and your refund policy (full, partial, or none). The system enforces it automatically. You never have to awkwardly negotiate refunds over WhatsApp again.

Step 5: Share your booking link everywhere (1 minute)

Put your booking link in your Instagram bio, your LinkedIn headline, your email signature, and your WhatsApp status. Now anyone who wants to work with you can book and pay without sending you a message first.