TheraSaaS Calendar Feature: Booking Consultations and Appointments

Overview

The TheraSaaS calendar feature is a built-in scheduling system that allows practices to manage consultation calls, coaching sessions, and appointments directly within the platform. This eliminates the need for third-party tools like Calendly or Acuity.

Key Capabilities

Appointment Scheduling

• Create free consultation calls (typically 10-15 minutes)
• Set up paid coaching sessions with integrated payment collection
• Sync with Google Calendar to prevent double-booking
• Customize intake forms for each calendar type

Integration Options

Website Embedding You can embed the TheraSaaS calendar directly on your website in multiple locations:

• On your main contact or booking page
• On thank you pages after form submissions
• As a replacement for traditional contact forms

Direct Links Alternatively, you can share a direct link to your calendar that's hosted on TheraSaaS servers. This allows prospects to schedule without visiting your website.

Payment Collection

For paid services like coaching:

• Attach credit card collection to specific calendars
• Connect to your Stripe account within TheraSaaS
• Payments are automatically deposited to your account
• Clients can pay during the booking process

Setup Instructions

Basic Calendar Setup

1. Create a calendar inside TheraSaaS
2. Link it to your Google Calendar for synchronization
3. Customize the booking form with relevant intake questions
4. Choose whether to offer free or paid appointments

Sharing Your Calendar

Option 1: Embed on Website

• Copy the embed code from your calendar settings
• Paste it into your website where you want the calendar to appear
• Common placements include thank you pages and consultation request pages

Option 2: Share Direct Link

1. Click the "Share Calendar" button
2. Copy the generated link
3. Use this link in emails, on your website, or in marketing materials

Google Calendar Sync

Connect your TheraSaaS calendar to Google Calendar to ensure your availability stays current and prevent scheduling conflicts.

Automation Features

TheraSaaS allows you to create automated workflows for calendar bookings:

Available Automations

• Internal notifications when appointments are booked
• Reminder emails at custom intervals (e.g., 24 hours before)
• Text message reminders at specified times (e.g., 1 hour before, 10 minutes before)
• Rescheduling links included in reminder communications

Setting Up Automations

1. Navigate to the Automations section
2. Create a trigger based on "Booked an Appointment"
3. Select the specific calendar
4. Add wait steps and actions (emails, SMS) at your preferred intervals
5. Include reschedule links so clients can easily change their appointment time

Use Cases

Free Consultation Calls

Ideal for practices offering initial consultations with prospective clients. Embed the calendar on your website or send direct links to leads.

Post-Form Submission Scheduling

After someone completes an intake form, redirect them to a thank you page with an embedded calendar offering a free 15-minute consultation with your intake coordinator.

Paid Coaching Sessions

For practitioners offering coaching services, set up a calendar with payment collection enabled. Clients pay when they book, and funds are deposited directly through your Stripe integration.

Contact Page Alternative

Replace traditional "Contact Us" buttons with "Schedule Free Consult" links that direct to your TheraSaaS calendar.

Best Practices

• Always sync with Google Calendar to maintain accurate availability
• Customize your intake forms to collect relevant information before the call
• Set up automated reminders to reduce no-shows
• Include rescheduling options in your reminder communications
• Test your calendar booking flow before promoting it to clients

Benefits Over Third-Party Tools

• All-in-one solution within your existing CRM
• No need for separate subscriptions to Calendly or Acuity
• Integrated payment processing through your existing Stripe account
• Seamless connection with TheraSaaS automations and workflows
• Consistent branding and user experience