Learn to set your availability and book sessions with the Kajabi Scheduler.
In this article:
- What is the Kajabi Scheduler?
- How to set up Kajabi Scheduler
- How to manage your availability
- Integrating Google Calendar
- Integrating Microsoft Outlook and Microsoft Office 365
What is the Kajabi Scheduler?
Kajabi Scheduler is Kajabi's scheduling tool to help you set appointments and meet with your coaching clients.
With Kajabi Scheduler you can book your sessions around your set availability and meet through any method of your choice (including Kajabi's built-in live video!).
When your customers sign up for your Coaching Program, they can schedule their session(s) based on your set availability.
How to set up Kajabi Scheduler
Set up your Kajabi Scheduler with a new or existing Coaching Program.
With Kajabi Scheduler you can simply select the Kajabi option when setting up your Coaching Program.
To set up a new Coaching Product with Kajabi Scheduler:
- Open the Products tab from your Dashboard.
- Select Coaching.
- Choose Programs.
- Click + New Coaching Program to create your first Coaching Program.
- Click Get Started.
- Select Single session or Package.
- Single session: single coaching session
- Package: coaching program with multiple sessions
- Complete the prompt to include:
- Title of the program
- Coach name (optional)
- Description of the program
- Click Continue.
- Then, select your scheduling preference:
- Select Kajabi to set up the Kajabi Scheduler for your Coaching Program.
- Select your Location (e.g., Built-in live video or enter a custom location).
- Select the Session Duration to set the allotted time for every session in your program.
- Then, click Continue to continue customizing your Coaching Program:
However, if you have an existing Coaching Program set up with a different scheduling type, you can change your scheduling preference to take advantage of the Kajabi Scheduler.
To set up an existing Coaching Product with Kajabi Scheduler:
- Open the Products tab from your Dashboard.
- Click Coaching.
- Select Programs.
- Select the Coaching Program that you wish to use.
- Open Settings from the top menu of your Program.
- Navigate to Scheduling.
- Select Kajabi.
- Enter your Location (e.g., Built-in live video).
- Enter the Duration of every session.
- Scroll to the top or bottom of the Settings page and click Save:
After saving your scheduling preference to the Kajabi Scheduler, click Manage Availability. Learn more
How to manage your availability
Set your availability to help your clients schedule their session(s).
Note:
Your availability will default to your local time zone. Learn to adjust your time zone in your Account Details.
To manage your availability:
- Open the Products tab from your Dashboard.
- Select Coaching.
- Click Settings from the top menu.
- Navigate to Scheduling options.
- Select each day of the week to add your availability.
- Then, click Save to keep and apply your changes:
With Kajabi, you can now set a custom schedule for availability. This allows you to set a flexible availability window for booking that fits your schedule.
You can set your schedule to allow booking by days and weeks up to 90 days!
You can also set an immediate scheduling buffer time window, to avoid a client booking a session too soon to prepare for. This way you do not need to worry about a client booking a session that starts in 5 minutes!
To set your custom scheduling options:
- Open the Products tab from your Dashboard.
- Select Coaching.
- Click Settings from the top menu.
- Navigate to Scheduling Options.
- Set your Booking time window and Immediate scheduling buffer.
- Remember to hit Save to save your preferences:
Integrating Google Calendar
With Kajabi, you can now integrate Google Calendar into your Coaching Products!
Once integrated, when a Coaching Client schedules a Coaching Session, that session will automatically be added to your Google Calendar.
To integrate Google Calendar:
- From the Kajabi Dashboard, navigate to Products.
- Select Coaching.
- In Coaching, select Settings
- Press the Sign in with Google option in the Google Calendar option.
- Choose the Google account you wish to connect.
- Press Allow to grant Kajabi permission to integrate with your Google calendar:
Now, when your Client schedules a Coaching session with you, that session will automatically be added to your Google Calendar:
With Kajabi, you can now integrate multiple Google Calendars, to help eliminate scheduling conflicts.
Learn how to integrate multiple Google Calenders with the Kajabi Scheduler here!
Integrating Microsoft Outlook and Microsoft Office 365
Microsoft Outlook and Microsoft Office 365 can now be integrated with your Coaching products!
Remember, Microsoft Outlook is for personal email accounts, and Microsoft 365 is for business/school email accounts. Learn more about their differences here.
To integrate Microsoft Outlook:
- From the Kajabi Dashboard, navigate to Products.
- Select Coaching.
- In Coaching, select Integrations.
- Press the Sign in with Microsoft button next to the Microsoft Outlook selection.
- Log into your Microsoft Outlook account by using your Microsoft Outlook login credentials.
- Press the Login button to complete the integration:
How to integrate Microsoft Office 365:
- From the Kajabi Dashboard, navigate to Products.
- Select Coaching.
- In Coaching, select Integrations.
- Press the Sign in with Microsoft button next to the Microsoft Office 365 selection.
- Enter the email address for the Office 365 account you wish to connect.
- Press the Continue button to finish the login process with Microsoft Office 365:
And that’s how you can connect the Kajabi Scheduler to your Coaching Product! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!
