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How to use Bookings in CoachNexa

See every session request, confirm bookings and sync with your calendar — all in one place.

⏱ About 4 min · Updated 25 Sep 2026

Here is how Bookings works in CoachNexa, step by step.

  1. Open Bookings

    Click Bookings in the sidebar. You'll see all incoming session requests sorted by date.

  2. Review a new booking request

    Click a booking row to see the client's name, chosen time slot, package selected and any message they wrote.

  3. Confirm or reschedule

    Click Confirm to accept the booking (the client receives a confirmation email) or Reschedule to suggest a different time.

  4. Convert a request to a session

    Once confirmed, the booking automatically creates a Session record in your Sessions list, ready for notes and follow-up.

  5. Connect your calendar

    In Settings → Integrations, paste your Google Calendar or Calendly link. Confirmed bookings appear in your calendar automatically.

  6. Send a reminder

    Confirmed bookings trigger automatic reminder emails to the client 24 hours and 1 hour before the session (configured in Settings → Notifications).

  7. Charge for a consultation call

    Set a fee for your intro call and the client pays first — only then do they reach your scheduling link (TidyCal or Calendly) to pick a time. Leave the fee blank to keep the call free, and a paid call's fee can be credited against the client's first package.

  8. What your client sees — Client gets a confirmation email

    Once you confirm a booking request, the client receives an email with the confirmed session time, meeting link and any notes you added.

Tip: Share your booking page link after every discovery call — it removes the back-and-forth of scheduling. Tip: Use the Bookings page as a quick view of your upcoming week — the date column sorts chronologically.

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