Booking a session with a client is done from the One-to-One area in the front end of the platform. You must have invited a client to share a One-to-One connection with you before they show up in the list of connections and you can book sessions with them. All sessions use a session template, this template holds the resources and notes areas for you and your client both before and after the session. When you select a template, CoachingCloud takes a copy of this template and creates the session from it.
Sessions can only be booked by users whose role allows them to host a session with the currect connection. For example a coach or mentor can book a session with a client.
When you add a session and save it but don't set a date and time, CoachingCloud saves it as a planned session. This allows you to create a set of planned sessions for a client and track how many sessions you have left to go even when you have not agreed a date and time.
When you link your CoachingCloud community to either PayPal or Stripe, you can set a price for the session. Clients will be able to make a payment for the session through the session detail page.
Tracking cost If you don't wish to take payments from clients in this way you can simply set a price for the session and take payments in another way. If this is the case CoachingCloud will track the cost without asking for payment.