Coaching · Vonza Scheduling template

Discovery Call Booking Page Template

The first call a coach takes with a prospective client, set up as a finished booking page: 30 minutes, one-on-one, on Vonza Stream, Monday to Friday, with one question that gets the client talking before you meet.

See what it sets up

Part of the new Vonza Scheduling. Included in every Vonza plan, 14-day free trial.

What a discovery call is and who books it

A discovery call is a short, unpaid first conversation between a coach and someone who is deciding whether to work with them. It is not a coaching session: the aim is to hear what the person wants to change, to say honestly whether you can help, and to agree what happens next, which is usually a paid session or a package. Because it is the front door to everything else you sell, the booking page for it should be the easiest page on your site to use.

This template keeps the page short on purpose. One length, one place to meet, one question. The question, “What would you like to work on?”, does two jobs: it gives you something to read before the call, and it makes the person say out loud why they booked, which is the moment they commit. Most coaches keep the call unpriced and let the paid work start on the next page, which is why the template leaves the length without a price.

Who books it

Life, career, mindset and business coaches who qualify prospects before selling a package.
Course creators who offer a call to people deciding between a course and one-to-one work.
Coaches who run a community and want members to book a first conversation from inside it.
Anyone whose sales process starts with a short, friendly call rather than a form.

What the template sets up

Exactly what the catalogue creates when you pick this template, as the app sets it. Every item stays editable.

Meeting type: One-on-one. One person books a time with one host.
Lengths: 30 minutes. Each length can carry its own price, and a meeting can offer up to 12 lengths from 5 minutes to 24 hours.
Where: Vonza Stream: a video room is created for every booking and the joining link goes out with the confirmation. Add up to 11 places and let bookers choose.
Hours: Monday to Friday, 9:00 to 17:00, in your platform's time zone. Bookers see the times in their own zone unless you lock the page to yours, which suits in-person meetings.
Questions: name, email as fixed fields, then one optional question: “What would you like to work on?” (short answer). Add up to 30 questions of 13 types, make any required, or let Vonza AI suggest some.
Rules: 4 hours' minimum notice, no buffers before or after, no daily cap, and bookers may cancel or reschedule from their email. Change any of them in the Rules panel.
Look: The template’s own accent colour and cover photo, with your logo once you add one. Pick one of 16 colour pairs or your brand colour in Design.
Description: The page opens with “A short first call to see if we are a good fit and what you want to change.” Rewrite it in your own words.

What to change first

A template is a starting point. These are the four settings most sellers change before they publish this page.

Keep it unpriced, or ask for a small commitment
The template’s single 30-minute length has no price. Leave it that way for a classic discovery call, or set a One-time price on the length to filter for serious prospects; a priced time is confirmed by its payment and skips approval. Prices per length are set in Payments once Stripe, PayPal or Paystack is connected.
Where you meet
Vonza Stream creates a video room for every booking, so there is nothing to set up. Switch to Zoom, Google Meet or Microsoft Teams once the app is connected on Integrations, or add Phone call as a second option so the booker can choose; the page then asks for their number.
Reminders that cut no-shows
Confirmation, reminder and follow-up emails are on by default. Add a second reminder an hour before, or at a set time the day before in your time zone, and tick “Also send a copy to me”. Text reminders go out from your SMS allowance once Text reminders is on in Booking settings.
Notice and daily cap
The template asks for 4 hours’ notice. Many coaches raise it to a day so a call never lands in the next hour, and set “Max bookings a day” to two or three so discovery calls do not crowd out paid sessions. Both live in the Rules panel.

How to publish and share it

From the template to a live booking page people can open, in four steps.

STEP 01
Pick the template
Templates are part of the new Vonza Scheduling: open it from the Scheduling row marked New in your Vonza admin, start a new meeting and choose Template, then “Discovery call”. The meeting opens in the editor with everything above in place, and nothing is public until you publish it.
STEP 02
Preview, fix, publish
Preview the page as Desktop or Phone, work through the “Fix these first” checklist, then Publish. The page lives at /book/discovery-call on your Vonza site; the link ending is yours to change, with a warning that old links break.
STEP 03
Share the page
The Share dialog gives you the booking link and a QR code, Embed as an Inline frame, a Popup widget or Popup text on any website, One-time links that book once and then stop working, and a button for your Link in bio page. Mark the meeting Featured to show it first on your /book directory, or Secret to keep it off the directory.
STEP 04
Turn on New booking pages
Bookers see the new booking page once the platform owner turns on “New booking pages” in Booking settings › General. Until then a /book link to an existing meeting opens the classic booking page. Switching on later keeps every booking and manage link.

For the whole coaching workflow, from this call to paid packages and course access, read about scheduling for coaches. See Vonza appointment scheduling for the whole product, and all booking page templates for the rest of the catalogue. Related: paid appointments and price kinds and appointment reminders.

Automations that fit this page

Scheduling › Automations runs steps when something happens to a booking: 16 triggers, steps such as emails, texts, tags, lists, webhooks and course enrolment, up to 20 steps each. These three fit this meeting.

Tag and follow up
Trigger “New booking”, then “Tag the contact” with discovery-call and “Email the invitee” with what to think about before the call. Every booker is already a contact in your Vonza CRM.
Send the next booking link
Trigger “Marked as completed”, wait a day, then “Send a booking link” for your paid session or package page, so the next step arrives while the call is fresh.
Recover a no-show
Trigger “Marked as no-show”, then “Email the invitee” with a one-click link to rebook, and “Notify me” so you can decide whether to chase.

More booking page templates

All booking page templates

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Office Hours for Clients Booking Page Template
Drop-in time for current clients to bring their questions.

Frequently asked questions

About the discovery call booking page template

Yes. Set a price on the 30-minute length in Payments; the kinds include One-time and Pay what you want. A priced time is confirmed by its payment and skips approval. Bookers cannot pay until Stripe, PayPal or Paystack is connected.

Raise “Minimum notice” in the Rules panel from the template’s 4 hours to a day, and add a buffer before and after if you want breathing room between calls. The notice applies to every day, not only today.

Yes. Add Phone call beside Vonza Stream in Where, or choose “Ask the invitee”. With Phone call set to “you call them”, the page asks for the booker’s phone number as a fixed field.

Yes. The answer is on the booking in Bookings and in your confirmation email, and the booker is a contact in your CRM with the meeting on their record. HubSpot can hold the same record if you connect it.

Yes. “Max bookings a day” in Rules caps the number; once it is reached the day shows no more times, and the admin preview tells you a time is closed because the daily limit was reached.

Bookers see the new booking page once the platform owner turns on “New booking pages” in Booking settings › General. Until then a /book link to an existing meeting opens the classic booking page.