The Post-Purchase Superpower: Auto-Book Clients with Calendly
The Awkward Silence After "Payment Received"
A client just paid for your coaching package. That's fantastic! But what happens next?
For most solopreneurs, it's a flurry of manual work:
- Check your email for the payment notification.
- Draft a new email to the client.
- Paste in your Calendly or scheduler link.
- Hope they book a time soon.
This manual process is not only a time-sink, but it also creates a clumsy gap in the client's experience, leaving them to wonder, "What now?"
Create a Seamless Onboarding Flow
Your website can do this work for you. By setting up a post-purchase redirect, you can create a seamless, professional flow that takes a client from payment to booking in a single motion.
Here's how to set it up:
- Create Your Service: In your dashboard, go to the section where you create or edit the services you sell (e.g., "60-Minute Discovery Call," "3-Month Coaching Package").
- Find the "Post-Purchase Redirect" Field: As you set up your service, you'll find an optional field labeled "Redirect URL after purchase" or something similar.
- Paste Your Booking Link: Go to your scheduling tool (like Calendly, SavvyCal, or TidyCal), copy the link to your booking page, and paste it directly into this field.
- Save Your Service.
The Client's Magical Experience
Now, let's look at what your new client sees:
- They visit your website and click "Buy Now" on your service.
- They complete the secure Stripe checkout process.
- The moment the payment is confirmed, they are instantly and automatically redirected to your Calendly page.
They can book their session immediately while their excitement and commitment are at their peak. For you, the entire onboarding process is now on autopilot. You just get a notification: "New Payment Received" followed by "New Event Scheduled."
This isn't just a feature; it's a superpower for the modern solopreneur.