As a parenting sleep coach, managing appointments efficiently is key to helping as many families as possible—without burning myself out. I used to spend way too much time juggling emails just to book a single consultation. But once I discovered Kartra’s calendar feature, I streamlined everything in one place.

Here’s how I set up my first calendar and how it’s made my life so much easier.

Setting up my Calendar:

Kartra gave me a few options, including one-on-one sessions, group bookings, and recurring appointments. Since I work with parents in personalized coaching sessions, I chose the Consultant option.

Next, I set my availability based on when I could realistically take calls while balancing my own family life. I blocked off personal time and made sure to leave space for breaks—because back-to-back calls are a fast track to overwhelm.

Automating my bookings:

One of my favorite features is how Kartra handles integration with a meeting room and sends confirmations and reminders automatically. I linked my Zoom account, so when a parent books a session, they instantly get a confirmation email with the Zoom link—no more manually sending it every time.

Adding payment options:

Since my coaching calls are paid sessions, I wanted an easy way to collect payments upfront. Kartra let me integrate my calendar with a payment system, so parents can book and pay in one step. This eliminated those awkward “How do I pay?” or collection conversations and let me focus on what really matters…helping families.

Reducing no-shows:

I also set up a reminder email 1 hour before our call to reduce no-shows. This simple step has reduced missed appointments significantly. I even have an automatic follow-up email that goes out after our session, thanking them for their time and providing next steps based on our discussion. This saves me so much time and ensures that every client gets a consistent experience.

Before setting this up, I was spending so much time manually scheduling, confirming, and following up on appointments. Now, with everything automated, I can focus more on what I love—helping exhausted parents get better sleep.

If you’re a coach or service provider struggling with scheduling, I highly recommend setting up a system that works for you. It’s been a huge stress reliever and has made my business run much smoother!