Prospects cannot, but also do not need to log into the private portal in order to schedule an appointment with you. They can schedule on your public calendar.
If you allow prospect scheduling on your public Console calendar, then you just need to create appointment types for prospects in CALENDAR > Appointment Types (one or more, depending on what types of appointments you would offer to prospects). Make sure you set up the permissions for the appointment types to be for “Sample Sessions (Prospects)”.
And they can either use the Complimentary Session box on the sidebar of your Console website or you can give them the direct link to your Console calendar (found CALENDAR > Calendar Settings > section “Direct Link to your Coaches Console Online Calendar”) or even the direct link to the appointment type(s).
You also need to have scheduled in advance available time for prospects using the appointment types for them. When they go to the calendar, they will be required to fill out an Opt-In form when they click on the available times to schedule. And you will get an email notification when they schedule.
Useful video tutorials:
- How to Create a New Appointment Type
- Create Blocks Of Available Time for a Specific Appointment Type
- How To Create Recurring Blocks Of Available Time
- Scheduling Appointments from a Prospect's Point Of View
Link to the complete list of video tutorials about the Calendar in the Support Center.
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