Customer success · Vonza Scheduling template

Onboarding Call Booking Page Template

A new customer’s set-up session as a finished booking page: 45 minutes, one-on-one, on Vonza Stream, Monday to Friday, with two questions that tell you which account to open and what the customer wants working first.

See what it sets up

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

What an onboarding call is and who books it

An onboarding call is the first scheduled session after someone buys: a customer success specialist sets the account up with them, step by step, and makes sure the first thing they wanted actually works. Customers who have this call stay longer, so the booking page tends to be linked from the welcome email, the receipt and the dashboard, and it needs to be effortless.

This template gives you a 45-minute one-on-one on Vonza Stream, so screen-sharing is one click away, with a working-week schedule. It asks for the account email, so you open the right account before the call, and “What do you want to set up first?”, which sets the agenda. Both answers land on the booking and the customer’s CRM record.

Who books it

Customer success and support teams onboarding new accounts one at a time.
Agencies and freelancers who hand over a website, store or course to a client.
Course and membership creators offering a set-up call to new members.
Software teams who onboard by hand before self-serve kicks in.

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: 45 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 2 optional questions: “Account email” (short answer), “What do you want to set up first?” (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 “We set up your account together, step by step.” 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.

Unpriced, or an included add-on
Most onboarding calls are part of what the customer already paid for, so leave the length unpriced. If you sell onboarding separately, set a One-time price, or add it as one of up to five add-ons on another meeting’s checkout with “Add to meeting duration”.
Where you meet
Vonza Stream creates a room per booking, which is enough for a screen-share. If your customers use Microsoft Teams or Zoom, connect the app on Integrations and pick it in Where; the link goes out with the confirmation.
Reminders and the follow-up
Keep the default confirmation and reminder. Add a follow-up email after the end with the set-up checklist and the links the customer needs, and send the 1-to-5 feedback rating “The next day” so you see how onboarding is going on Analytics.
Buffers and the booking window
Add a buffer after each call for notes, and set the booking window to the next 14 days so new customers book soon rather than in two months. Raise the 4-hour notice to a day if you prepare the account first.

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 “Onboarding 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/onboarding 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.

See Vonza appointment scheduling for the whole product, and all booking page templates for the rest of the catalogue. Related: appointment reminders and feedback and team scheduling.

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.

Prepare the account
Trigger “New booking”, then “Email the host” with the account email and the first-thing answer, and “Tag the contact” with onboarding-booked.
Deliver the checklist
Trigger “Marked as completed”, then “Email the invitee” with the checklist and “Enrol in a course” for your getting-started course.
Catch the ones who never book
Trigger “Invitee’s first booking” to tag first-time bookers; in your platform automations, send the booking link to buyers who have not booked after a week.

More booking page templates

All booking page templates

Discovery Call Booking Page Template
A short first call to see if we are a good fit and what you want to change.
Group Coaching Circle Booking Page Template
A small group session to learn together and share progress.
Strategy Session Booking Page Template
Work through a business decision with an experienced consultant.

Frequently asked questions

About the onboarding call booking page template

Yes. Paste the page link into your welcome email, or let an automation “Send a booking link” after purchase. Bookers can also be sent a one-time link that books once and then stops working, or a few open times that book in one click.

Use the Round robin version: the “Onboarding call” team template sends each booking to the next available specialist, Evenly or to the host with the lightest day. This page is a one-on-one with a single host.

Yes. The “Account email” answer is on the booking in Bookings and in your confirmation email, and the customer is a contact in your CRM with the meeting logged on their record.

Turn on the after-meeting feedback email: a 1-to-5 rating sent right after the call, 30 minutes, an hour, three hours later or the next day. Analytics shows the average and the spread.

Mark the first as completed and let an automation send the booking link for a follow-up, or turn on “Book a series” so the customer repeats the time weekly for 2 to 12 sessions; series work for lengths without a price.

Templates belong to the new Vonza Scheduling. Bookers see the new booking page once the platform owner turns on “New booking pages” in Booking settings; until then /book links to existing meetings open the classic page.