To schedule a Wellness Coaching Appointment, select ‘Wellness Coaching’ under Activation Opportunities.
Enter their information if they are a new prospect, or select Active Member.
Select one of the three Wellness Goals
After selecting a Wellness Goal, a screen pops up that allows them to schedule an appointment up to two weeks out. Select a day that works for them, the pick a time slot with an available coach. After selecting ‘Schedule Appointment’, the prospect and wellness coach will receive a confirmation email.
