Looking to grow your client base and make it easier for prospects to connect with you? With Prospect Booking, you can create a shareable booking link and publicly display your availability to non-clients interested in your offerings. Whether you're sharing your link on social media or embedding it into your website, this tool helps streamline lead generation and eliminate the back-and-forth.
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From the ABC Trainerize web account, hover over Scheduling in the left-hand menu and select Event Types.
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Navigate to the Prospect Booking tab.
- From this tab, you can:
a) Create a new prospect booking event type.
b) Delete a prospect event type.
b) Copy a prospect event shareable booking link.
d) Toggle a prospect event on/off.
e) Set a booking window limit by clicking on the gear icon.
How to Create a New Prospect Booking Type
1. In the Prospect Booking tab, click the blue NEW button.
2. Enter the event details, including name, format (in-person or phone call), duration, and an optional description. If selecting a phone call, users will be required to provide a phone number to complete booking. In person bookings do not require a phone call.
3. Click Add to save your event.
4. Toggle the event on to activate your booking link.
5. Copy and share your booking link via social media, email, or on your website so prospects can book time with you!
Understanding the Booking Window Limit
The booking window limit controls how far in advance clients and prospects can self-book appointments with you using your shareable link. It can be customized via the gear icon within the Event Type section.
This is a company-wide setting, meaning it applies to all team members and all event types. Only the Owner and Admin can adjust the booking window limit.
With the booking window, you can control:
- The minimum hours before a session start time that a client can book.
- The maximum number of weeks in the future that a client can book (up to 5 weeks).
To learn more about using the booking window, visit: What is a booking window limit and how to set it
How to Share Your Booking Link with Prospects
Once your Prospect Booking event is created and toggled ON, you'll get a unique booking link you can share anywhere. This makes it easy for prospects to book time with you- no email threads or back-and-forth needed.
Where to Share Your Link:
Add it to your bio on social media platforms
Link it to your website or landing page
Include it in your email signature
Use it as a booking page for client referrals
Pro Tip: If you’ve enabled client referrals, we recommend using your Prospect Event link as the sign-up page. That way, when someone is referred, they can instantly book time with you!
