Does a visitor (prospective client) need to register first in order to be able to schedule?


As a prospective client, when someone visits the website of a coach and goes to the calendar (either with the direct link or via the Complimentary Session sidebar box), they are prompted on that screen with an Opt-In Form where to type in their name, email address and phone number. When they submit their information, they are entered as a prospect into the coach's contacts list and are immediately taken to the coach's calendar to schedule an appointment. So, the visitors do not have to create an account with the coach via the Register menu tab and page first, in order to schedule.

Then, if they decide to become a client, the coach would simply assign them a username and password and mark their status to "Active" or to "Hot Lead", so that they can log into the private portal of the coach to access their confidential information such as forms, documents, etc.

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