Coaches · GuardenerAI Meetings

Discovery call booking for coaches.

Coaches use GuardenerAI Meetings to let prospects book discovery calls from a booking link that only offers their free time, synced with Google or Microsoft calendars, and to follow up each call from the same CRM that holds the lead and the programme.

Most coaching practices grow one discovery call at a time. A link in your bio, your newsletter and your talk slides turns interest into a booked call without a single back-and-forth email.

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Links for every stage of the relationship

Keep a link for discovery calls, one for paid sessions and one for check-ins, each with its own length and questions.

  • A 30-minute discovery call with questions about goals and timing.
  • A 60-minute session link you only share with clients.
  • Location set to a place, a phone number or the video link you supply.
  • Switch a link off when your diary is full, and its page stops taking bookings.

A diary that protects your energy

Availability is yours to shape, so the link never offers a slot you do not want.

  • Weekly hours in your own time zone, with buffers between calls.
  • A minimum notice period and a horizon, so nobody books you tomorrow morning or next year.
  • Busy time on your connected Google or Microsoft calendar is taken out.

Follow-up that matches the call

Every confirmed call is a meeting in GuardenerAI, so the next step is never lost in a notebook.

  • Add outcome notes after the call and move the opportunity from Discovery call booked to Call held.
  • Apply an action plan for the follow-up: proposal tomorrow, check-in in a week.
  • Send the coaching agreement from the client's person record with Signatures when they say yes.

How to set it up

  1. Connect your mailbox and calendar in Settings.
  2. Set your weekly hours, buffers, notice and horizon.
  3. Create a discovery call link with two or three questions.
  4. Put the link in your website, email signature and newsletter.
  5. Build an action plan for post-call follow-up and apply it after each call.

Worth knowing

  • A booking link needs a mailbox to send from: the link owner's connected mailbox, or an active shared mailbox for the organisation. Without one, the link refuses bookings, because the confirmation email carries the customer's only manage link.
  • A booking is linked to an existing person or lead only when the email address matches exactly one record. It never creates a new record on its own.
  • Booking links do not take payment. Invoice paid sessions from Invoices, with a card payment link on the Max plan if accounting is switched on.
FAQ

Fair questions.

Can clients pay when they book?
No. Booking links schedule the meeting. Raise an invoice from Invoices afterwards, with a Stripe payment link on the Max plan if accounting is switched on for your workspace.
Will it work with Zoom?
You can add any video link to a booking link and it is shared with the client. GuardenerAI does not create the video meeting for you.
Do new people who book become leads?
No. A booking links to an existing person or lead with a matching email. Add new prospects yourself, or capture them first through your website form.