Agents help Coaches keep client sessions on track and focus on their guidance.
Check client session confirmations and draft replies about any conflict.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
Confirm sessions that match the time agreed with clients by email.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
Send clients birthday greetings rooted in recent conversations.
Your contacts get birthday wishes with a personal touch, and you get a clear record of what went out or needs attention.
Add joining links to client session invitations and update guests.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
Send approved coaching agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Add a joining link to each booked coaching session.
You and your client get the same joining link in the updated invitation for a video appointment.
Offer session times that fit each client's local schedule.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.