Book a Call with Your Client

Follow the steps below to schedule a call — and make sure you add yourself as a guest so you're included.

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How to Book a Call

Choose a call type below

Select either the Clarity & Direction or Professional Opportunity call depending on what your client needs.

Enter your client's name & email

On the booking form, fill in your client's details as the invitee — they will receive the confirmation and reminder emails.

Add yourself as a guest

Click "+ Add Guests" on the booking form and enter your own email address. This ensures you receive a calendar invite and are included on the call.

⚠️ Don't skip this step — you won't be on the call without it!

Select a date & time

Choose an available slot that works for you and your client.

Confirm the booking

Once confirmed, your client will receive an email with the call details, and you'll receive a calendar invite as a guest.

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Quick reminder: Your client is the invitee — enter their info first. You are the guest — add your own email using "+ Add Guests". The call host will already be on the call automatically.

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