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How to Book an Appointment in the PROFITCOACH Platform

Need to schedule a call or session? Booking an appointment in PWA is fast and easy. Just follow these simple steps:

Updated over a month ago

Step 1: Open the Calendar

Click on the calendar icon located in the bottom right corner of your dashboard.

Step 2: Click "Add"

Click “Add” at the upper-right corner of the screen, or tap the plus (+) sign at the bottom-middle of the calendar.

Step 3: Search for a Lead

In the search field, start typing the name or email of the lead you'd like to book the appointment with.

Step 4: Select the Lead

Click on the lead’s name once it appears in the dropdown list.

Step 5: Choose the Date and Time

Click into the date and time field, then select the time slot that works best for the appointment.

Step 6: Book the Appointment

Click the green “Book Appointment” button at the bottom of the screen to confirm your booking.

Step 7: Confirm Success

You’ll see a pop-up message confirming your appointment has been successfully added. Click “OK.”

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