1. PAGE STRATEGY & OVERVIEW
This is a dedicated 1-on-1 Coaching Session Booking Page built on the Systeme.io platform. Its primary job is to guide prospective or existing clients seamlessly through scheduling a strategy call, consultation, or coaching session on your calendar.
The Strategy: The top half sets expectations by explaining your session process, what happens next, and how to prepare. The central section houses your embedded or native booking calendar where clients select their date, time slot, and complete payment.
Template Customization: All headings, bullet points, and instructional text on this page are customizable placeholders. Edit the text to reflect your specific offer, session length, and onboarding steps.
2. SYSTEME.IO CALENDAR SETUP & EMBEDDING
Option A: Native Systeme.io Booking Calendar & Payments
Systeme.io features a built-in Booking Calendar tool that processes payments and reserves time slots simultaneously within a single native element.
Step 1 (Dashboard Setup): Exit the page editor and navigate to Products / Sales > Calendars (or Contacts > Calendars) in your main Systeme.io dashboard menu.
Step 2 (Create Calendar): Click Create to set up a new booking calendar. Set your session title, duration, time zone, and availability rules.
Step 3 (Payment Configuration): Enable the payment option directly inside the calendar settings. Select your connected payment gateway (Stripe or PayPal), and define your session price and currency.
Step 4 (Add to Page): Open your page in the Systeme.io editor, drag the native Booking Calendar element onto your page canvas, and select your created calendar from the dropdown menu in the left settings panel.
Step 5 (Client Experience): Clients choose a date and time, complete your intake questions, and enter their payment details directly inside the calendar widget to lock in their booking.
Option B: Third-Party Calendar Embedding (Calendly, TidyCal, etc.)
Systeme.io uses a Raw HTML code element to display external calendar booking widgets (such as Calendly, TidyCal, Acuity Scheduling, or Google Calendar).
Step 1: Log into your preferred calendar booking tool (for example, Calendly or TidyCal) and create your event type. If charging for sessions, connect your Stripe or PayPal account directly inside your external tool settings.
Step 2: Copy the Inline Embed code generated by your calendar tool.
Step 3: Open this page in the Systeme.io editor and click directly on the calendar element block (the Raw HTML element).
Step 4: Click Edit code in the left sidebar panel.
Step 5: Delete the placeholder HTML code, paste your actual calendar embed code into the window, and click Save.
Official Systeme.io Guides & Links:
3. WORKFLOW, INTAKE FORMS & REDIRECTS
To ensure a smooth onboarding experience, configure your post-booking actions directly within your calendar software settings.
Intake Questions: If you require clients to complete pre-session questions, you can embed them directly inside your calendar software setup, or redirect them to a dedicated intake form page.
Redirect URL: In your calendar software settings (e.g., Calendly), set the confirmation option to Redirect to an external site. Enter the URL of your Systeme.io Thank You page or Intake Form step so clients are redirected immediately after choosing a time.
Automated Email Confirmation: Ensure automated email confirmations and calendar invitations (with Zoom or Google Meet links) are enabled in your calendar settings.
4. MOBILE OPTIMIZATION & LAUNCH CHECKLIST
Mobile View Check: Click the Mobile icon in the bottom-left corner of the Systeme.io editor. Ensure your calendar block resizes properly and is easy to navigate on mobile screens.
Footer Links: Update the footer logo, copyright details, and legal links (Privacy Policy, Terms & Conditions) to match your business details.
Full Flow Test: Perform a live test booking using your calendar. Confirm that payment processes correctly (if applicable), the slot books successfully, redirects function, and email confirmations arrive in your inbox.