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How do you add a meeting in Coachably?

TL;DR: In the Calendar, tap Book session, pick Meeting, and enter a Title or pick a client. Set the Date, Start, and Duration, then tap Book. Switch to Repeats first if it recurs.

How do you add a meeting?

Meetings and trainings are booked in the same sheet. A meeting is a calendar entry without a workout — a consultation, a call, or an assessment.

  1. Open the Calendar and tap Book session, or tap a free slot in the calendar.
  2. Pick Meeting at the top (instead of Training).
  3. Enter a Title, or pick a client in Client (optional). A meeting needs at least one of the two.
  4. Set the Date, Start, and Duration. You can also add a Location.
  1. Tap Book.

How do you make a meeting repeat?

In the Book session sheet, before you tap Book:

  1. Switch Does not repeat to Repeats.
  2. Set the Frequency to Daily, Weekly, or Monthly.
  3. For weekly meetings, select the Days of week.
  4. Optionally, set the Series end date.
  5. Tap Book.

Coachably books the meetings 3 months ahead. To book more, open one of them and tap Load next 3 months.

How do you cancel or delete a meeting?

Tap the meeting in the calendar.

  • Cancel session keeps it in the calendar as cancelled. You can add a Reason (optional), and Restore it later.
  • The delete (trash) icon removes it. If the meeting repeats, choose This session or This and following.

FAQ

What’s the difference between a meeting and a training in Coachably? A training is a session with a workout for a client. A meeting is any other calendar entry — a consultation, a call, or a meeting — without a workout.

Can I move one meeting in a repeating series? Yes. Tap the meeting, choose Move, set the new date or time, and keep This session selected — the rest of the series stays as is. Choose This and following to shift the rest of the series too. You can also hold a meeting in the calendar and drag it to another time.

How do I delete one meeting without deleting the whole series? Tap the meeting, tap the delete (trash) icon, and pick This session.

Does the client see the meeting? Yes, when you pick a client for it, the meeting shows in that client’s schedule. A meeting with only a title stays in your calendar.

See also