How to Set Up Calendly-Style Appointment Booking with Systeme.io

Step 1: Activate the Systeme.io Calendar Feature 📆

Systeme.io now offers a native calendar feature to streamline appointment scheduling. To enable it:

1️⃣ Go to "CRM" → "Calendar" in your Systeme.io dashboard.
2️⃣ Click "Calendar" and configure your booking options.

In the "Calendar" section, you will find three main tabs:

• Events
• Bookings
• Availability

3️⃣ Set your availability, appointment duration, and buffer times between meetings.
4️⃣ Choose whether bookings are free or paid (if offering coaching/consultations).

💡 Tip: You can create multiple calendars for different services (e.g., Sales Calls, Coaching, Support Calls)

🔗 Related Pages: How to use the booking calendar feature on Systeme.io

Step 2: Customize Your Booking Page 🎨

Once your calendar is set up, you need a booking page where clients can schedule appointments.

1️⃣ Go to "Funnels" and create a new funnel step.
2️⃣ Select "Page" and choose a template.
3️⃣ Add the "Reservation Calendar" element from the page editor.
4️⃣ Select your previously created calendar.
5️⃣ Customize the page with a headline, description, and call-to-action.

📌 Example: "Book a Free Discovery Call! Choose a time below."

🔗 Related Pages: How to add a systeme.io calendar to your page

Step 3: Automate Confirmations & Reminders ✅

To reduce no-shows, Systeme.io allows you to set up automated confirmation and reminder emails:

1️⃣ Go to "Emails" → "Campaigns" in Systeme.io.
2️⃣ Create a new automation rule to send a confirmation email upon booking.
3️⃣ Schedule a reminder email (e.g., 24 hours before the appointment).
4️⃣ Include important details like meeting links (Zoom/Google Meet), rescheduling options, and FAQs.

💡 Pro Tip: Use personalization tags like {ClientName} to make emails feel more customized.

Step 4: Accept Paid Bookings (If Needed) 💰

If you're offering coaching, consulting, or premium appointments, you can charge for bookings:

1️⃣ Add a checkout page before the booking step.
2️⃣ Use Systeme.io’s one-click upsell feature for additional services.
3️⃣ Automate access to a Zoom or Google Meet link after payment confirmation.

🔹 Example: Sell a 30-minute coaching session for $50, then direct buyers to the booking page.

Step 5: Test & Launch Your Booking System 🚀

Before sharing your booking page:

✔️ Test the entire workflow (calendar visibility, email confirmations, meeting reminders).
✔️ Check mobile responsiveness to ensure a smooth user experience.
✔️ Ask a friend or client to book a test appointment to verify everything works correctly.

Once everything is perfect, share your booking link on your website, email, and social media! 🎉

Final Thoughts: Systeme.io as a Scheduling Solution 🎯

With Systeme.io’s Reservation Calendar, you no longer need third-party scheduling tools like Calendly. The platform allows you to:

✅ Save money by eliminating extra software costs.
✅ Automate your entire booking process within Systeme.io.
✅ Accept payments & schedule calls all in one place!

🚀 Start setting up your appointment booking system today on Systeme.io!