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Set Up Your Calendly Event and connect it to WithMe for coaching callsπŸ—“οΈ

A step-by-step guide showing creators how to connect Calendly to their WithMe coaching product, covering the full booking flow from setup to client experience, with tips for creators switching from Stan Store.

Updated over 2 weeks ago

Offering 1:1 coaching is one of the most powerful ways to monetize your expertise β€” and with WithMe + Calendly, setting up a seamless booking flow for your clients is easier than you think! πŸŽ‰

If you've used platforms like Stan Store before, you might be wondering how coaching bookings work on WithMe. Don't worry β€” we've got you! This guide walks you through the entire process, from creating your Calendly link to your client booking their first session.


πŸ”„ How It Works: The Full Booking Flow

Here's the big picture of how coaching bookings work on WithMe:

  1. You create a Calendly event with your availability and Zoom integration

  2. You add your Calendly link to your WithMe coaching product

  3. Your client purchases or accesses your coaching product on your WithMe hub

  4. Your client clicks the booking link and picks a time on your Calendly calendar

  5. Both of you receive a confirmation email with the Zoom meeting link 🎯

Simple, right? No juggling 5 different tools. Just one smooth experience for you and your clients.


Step 1: Set Up Your Calendly Event πŸ—“οΈ

If you don't have a Calendly account yet, head to calendly.com and sign up β€” the free plan works great to get started!

  1. Log in to Calendly and click + Create to make a new event type

  2. Choose your event format (e.g., "One-on-One" for coaching calls)

  3. Set your event name β€” something like "1:1 Coaching Call with [Your Name]"

  4. Set your duration (30 min, 60 min, etc.) and availability windows

  5. Under Location, select Zoom so a meeting link is automatically generated for each booking

  6. Click Save & Close

πŸ“Έ Screenshot needed: Calendly event creation screen showing event name, duration, and Zoom location selected

πŸ“ Note:
Make sure your Zoom account is connected to Calendly under Integrations. This ensures every booking automatically includes a Zoom link β€” no manual setup needed!


Step 2: Add Your Calendly Link to Your WithMe Coaching Product πŸ”—

Now let's connect that Calendly event to your WithMe hub so clients can actually book with you!

  1. Copy your Calendly event link (e.g., calendly.com/yourname/coaching-call)

  2. Log in to your WithMe dashboard and navigate to your coaching product

  3. In the product settings, find the Outside Links or Tab Sections area

  4. Add a new link and paste your Calendly URL

  5. Give it a clear label like "Book Your Coaching Session" ✨

  6. Save your changes

πŸ“Έ Screenshot needed: WithMe dashboard showing where to add an outside link to a coaching product

πŸ“Έ Screenshot needed: WithMe product settings with Calendly link added and labeled


Step 3: What Your Client Sees πŸ‘€

Here's the experience from your client's perspective β€” because a smooth client experience means happy clients and repeat bookings!

  1. Your client visits your WithMe hub and opens your coaching product

  2. They see the "Book Your Coaching Session" link you added

  3. Clicking it opens your Calendly page where they pick a date and time that works for them

  4. They enter their details and confirm the booking

  5. Both you and your client receive a confirmation email with all the details β€” including the Zoom link πŸŽ‰

That's it! Your client never needs to leave the flow, send you a DM, or figure out time zones manually. Calendly handles all of that for you. πŸ’ͺ


πŸ’‘Why External tool?

Because you get the full power of Calendly β€” custom availability rules, buffer times between calls, automated reminders, Zoom integration, and more. Your time and advice are valuable. With WithMe, they stay that way. 🌟
​

πŸ“ Note:
You're not limited to Calendly! You can use any scheduling tool (Cal.com, Acuity, TidyCal, etc.) β€” just paste the booking link into your WithMe product the same way.


πŸš€ Quick Recap

  • βœ… Create a Calendly event with Zoom integration

  • βœ… Copy your Calendly link into your WithMe coaching product

  • βœ… Your clients book directly from your hub β€” confirmation and Zoom link sent automatically

Testing takes just a few minutes β€” but ensures your audience has a smooth, polished experience from day one. We recommend booking a test session yourself to see exactly what your clients will experience!

Need help? Reach out to our support team β€” you're not just another ticket, you're a partner. πŸ’¬

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