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Step-by-Step - Booking a Session with a Coach

This guide walks you through finding the perfect coach and booking your first coaching session on Zant.

Written by Kieran Leister
Updated over a week ago

Step 1: Create Your Client Account

1.1 Sign Up

  • Go to zant.com, click Sign Up

  • Select "I'm looking for a Coach"

1.2 Enter Your Information

  • Full name, email, password

  • Agree to Terms

1.3 Verify Email

  • Check inbox, click verification link

Step 2: Complete Your Client Profile

2.1 Basic Information

  • Profile photo (optional)

  • Display name or alias

  • Current role/title, industry, leadership level

2.2 Set Your Goals

  • Click Add Goal

  • Enter goal title and description

  • Set target date

  • Save

2.3 Coaching Preferences

  • Select preferred coaching styles

  • Areas of focus

  • Specific challenges

Step 3: Find Your Coach

3.1 Browse the Marketplace

  • Click Find Coaches

3.2 Use Filters

  • Specialties, Industries, Coaching Style, Price Range, Languages, Availability

3.3 Review Coach Profiles

  • Watch video intros

  • Read bios and credentials

  • Check reviews and ratings

Step 4: Book a Session or Consultation

4.1 Choose Booking Type

  • Free Consultation (recommended first)

  • Paid Session

  • Session Package

4.2 Select Session Type

  • Individual Session

  • Session Package

  • Recurring Sessions

Step 5: Choose Date & Time

5.1 View Coach's Calendar

  • Calendar shows availability

  • Times in YOUR timezone

5.2 Select Time Slot

  • Click available date

  • Choose time

  • Add session details

Step 6: Complete Booking

6.1 Review Summary

  • Check coach name, date, time, price

6.2 Enter Payment

  • Add credit/debit card

  • Billing address

6.3 Confirm Booking

  • Click Confirm and Pay

  • Receive email confirmation

Step 7: Prepare for Your Session

7.1 Calendar Invitation

  • Add to your calendar

  • Includes video meeting link

7.2 Reminders

  • Email 24 hours before

  • Email 1 hour before

  • SMS reminder (if enabled)

7.3 Prepare

  • Review your goals

  • Prepare questions

  • Test video/audio

Step 8: Join Your Session

8.1 Access Video Call

  • Log into Zant

  • Click Join Session

  • Join 2-5 minutes early

8.2 Technical Requirements

  • Stable internet

  • Webcam, microphone

  • Quiet space

Step 9: During the Session

9.1 What to Expect

  • Coach guides conversation

  • Discuss goals and challenges

  • Take notes

9.2 Be Open and Honest

  • Transparency is key

  • Ask questions

Step 10: After Your Session

10.1 Coach Notes

  • Review session notes in dashboard

10.2 Leave a Review

  • Rate your experience

  • Write comment

10.3 Book Next Session

  • Schedule follow-up

  • Or set up recurring sessions


ARTICLE 7: Step-by-Step - Signing Up as a Client

Overview

This guide walks you through creating your client account on Zant, setting up your profile, and preparing to find your ideal coach.

Step 1: Create Your Account

1.1 Visit Zant

  • Go to zant.com, click Sign Up

1.2 Select Account Type

  • Choose "I'm looking for a Coach"

1.3 Enter Your Information

  • Full name, email, password

  • Agree to Terms

1.4 Verify Your Email

  • Check inbox, click verification link

Step 2: Complete Your Profile

2.1 Add Profile Photo

  • Optional but recommended

  • Makes communication more personal

2.2 Choose Display Name

  • Use real name or alias for privacy

2.3 Add Professional Information

  • Current role/title

  • Industry

  • Leadership level

2.4 Set Your Timezone

  • Ensures correct session times

Step 3: Define Your Goals

3.1 Why Set Goals?

  • Coaches see your goals before booking

  • Makes first session more productive

3.2 Add Your First Goal

  • Enter goal title

  • Add description

  • Set target date

3.3 Add Multiple Goals

  • Career advancement

  • Leadership development

  • Work-life balance

  • Add 2-5 goals to start

Step 4: Set Coaching Preferences

4.1 Preferred Coaching Style

  • Directive, Non-directive, Solution-focused, Transformational

4.2 Areas of Focus

  • Career growth, Leadership skills, Communication, etc.

4.3 Current Challenges

  • Briefly describe what you're struggling with

Step 5: Set Budget and Preferences

5.1 Budget Range

  • Select price range for sessions

  • $50-100, $100-200, $200-300, $300+

5.2 Session Frequency

  • Weekly, Biweekly, Monthly, As needed

5.3 Preferred Session Times

  • Mornings, Lunch, Evenings, Weekends

Step 6: Notification Preferences

6.1 Email Notifications

  • Session reminders

  • New messages

  • Session confirmations

6.2 SMS Notifications

  • Add phone number

  • Text reminders

Step 7: Payment Setup

7.1 Add Payment Method

  • Can add now or when booking

  • Securely stored via Stripe

Step 8: Explore the Platform

8.1 Tour Your Dashboard

  • Welcome message

  • Your goals

  • Recommended coaches

8.2 Browse the Marketplace

  • Click Find Coaches

  • Use filters

8.3 Check Out Discover

  • Browse coaching content

Step 9: Find Your Coach

9.1 Use Coach Search

  • Filter by specialties, industries, style, price

9.2 Review Profiles

  • Watch video intros

  • Read reviews

9.3 Shortlist 2-3 Coaches

  • Compare options

9.4 Book Free Consultations

  • Get to know coaches before committing

Step 10: Book Your First Session

10.1 Select a Coach

  • Choose session type

10.2 Choose Date and Time

  • View calendar, select slot

10.3 Complete Payment

  • Review, confirm booking

Congratulations! 🎉

You're all set up and ready to begin your coaching journey.


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