Jul 24
Easier Workflow for Booking on Behalf of Clients
I’ve been using SavvyCal for my coaching business and love how smooth the booking experience is for clients using my public links.
That said, there's one part of the workflow that's very cumbersome: booking sessions on behalf of clients. When I am at the end of my coaching call, I like to coordinate and book our next coaching session.
Right now, my public booking links show limited availability by design. But when I’m manually scheduling for a client, I often want to give them access to "unpublished" availability.
To make that work, I currently have to:
1. Manually add a time override to make the hidden time slot bookable
2. Open the link in an incognito window (so SavvyCal doesn’t assume I’m booking for myself)
3. Fill in their name and email manually
It works — but it’s clunky and time-consuming. And I find it difficult to do while the client is still on the call.
What I’d love to see:
A way to schedule directly from the admin dashboard, where I can:
1. Choose the time slot (even if it’s outside public availability)
2. Enter client name/email
3. Hook them into that booking link so they get confirmation, reminders, and rescheduling links, etc, as if they had booked it themselves.
This would streamline the workflow significantly for those of us who both share public booking links and book more customized sessions for our clients.
I am considering moving to Acuity or some other system as a result of this. I still need to determine what alternatives exist, but this is not sustainable for me.
Completed
Fantastic to have this feature available. Thank you!