Calendly Help Sheet
On November 16th, we rolled out integrated scheduling for members on Chief.com. If you are working with members 1:1, either through Executive Coaching or Core Premium, you must have a Chief Calendly account set up. Please see below for more information on setting up your Calendly account and your account settings.
Calendly Basics
Calendly should be something that you set and forget. Because members will be booking with you directly through the platform, there’s no need for you to log into Calendly to retrieve a link. Please see below for a video on setting up your Calendly account.
Take a look at these popular Calendly resources for information on setting up your account:
Chief resources
Calendly Office Hours #1 Recording (see below)
Calendly Office Hours #2 Recording (see below)
Additional faq
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If you rely heavily on Calendly for your private practice, we recommend keeping the accounts separate.
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Members will schedule with you directly through the Chief platform. You should not share links directly with members. Members must book the session through Chief.com in order for us to approve your invoice.
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No. You can choose to hold off on your Calendly account set up until a 1:1 Coaching opportunity arises.
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Not necessarily. For Guides who are not currently a part of the Executive Coaching program, the Calendly set up enables you to work with any Core Premium members on their Advisory Sessions or with any of your Core members who purchase a 1:1 Coaching add-on package.
If you are currently a Coach with the Executive Coaching program, you have already set up your Calendly account and there is no further action needed from you.
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Yes! Guides may work with their Core members 1:1 through Advisory Sessions for Core Premium or the coaching 4-pack add-on. While you may share with members that this is an option, please do not attempt to sell members or solicit them for coaching sessions.