Consulting · Vonza Scheduling template

Strategy Session Booking Page Template

A consultant’s paid working session as a finished booking page: 60 or 90 minutes, one-on-one, on Vonza Stream, Monday to Friday, with two questions that tell you the company and the decision before the clock starts.

See what it sets up

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

What a strategy session is and who books it

A strategy session is a paid, structured hour or ninety minutes in which a consultant works through one business decision with a client: a pricing change, a hire, a market to enter, a launch to plan. Unlike a discovery call it is the product, not the pitch, so the booking page has to collect enough context to make the time count and it usually has to take payment before the meeting is confirmed.

This template offers two lengths, 60 and 90 minutes, with the hour as the default, and asks two things: the company and “What decision are you facing?”. The second question is set as a paragraph, so the client can write a few lines. The meeting is on Vonza Stream, which creates the room for each booking, and the hours are a standard working week in your platform’s time zone.

Who books it

Business, marketing and operations consultants selling time by the hour or the session.
Fractional executives and advisers who take one-off working sessions beside retainers.
Agency founders who sell a paid audit or planning session before a project.
Experts who sell a course and offer a paid session to apply it to one business.

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: 60 or 90 minutes, the first being the default. 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: “Company” (short answer), “What decision are you facing?” (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 “Work through a business decision with an experienced consultant.” 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.

Price each length
Set a One-time price on the 60-minute length and a higher one on the 90-minute length; each length carries its own price. A priced time is confirmed by its payment and skips approval, so a paid session is never a request. Add up to five add-ons at checkout, such as a written summary.
Where you meet
Vonza Stream needs no set-up. If your clients live in Zoom or Microsoft Teams, connect the app on Integrations and pick it in Where: every booking gets its own joining link, moved when the booking moves and deleted when it is cancelled.
Reminders and the follow-up
Keep the default confirmation and reminder. Add a follow-up email after the end with your write-up or the next-step link, and a reminder at a set time the day before. Write the text yourself or with Vonza AI, which uses AI credits.
Buffers and notice
Add a buffer after the session so you have time to write notes before the next one, and raise the 4-hour notice to a day or two so you can read the client’s answers. Both are in the Rules panel, as is a booking window if you only sell a few weeks ahead.

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 “Strategy session”. 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/strategy-session 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 consulting workflow from first call to retainer, read about scheduling for consultants. See Vonza appointment scheduling for the whole product, and all booking page templates for the rest of the catalogue. Related: paid appointments, deposits and add-ons and appointment reminders and follow-ups.

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.

Send a prep brief when paid
Trigger “Booking paid”, then “Email the invitee” with a short pre-work brief and “Tag the contact” with strategy-client.
Deliver the write-up
Trigger “After the meeting ends”, wait a day, then “Email the invitee” with the summary and “Send a booking link” for a follow-up session.
Chase a failed payment
Trigger “Payment failed”, then “Notify me” and “Email the invitee” with a link to try again, so a session is never held for an unpaid slot.

More booking page templates

All booking page templates

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

Frequently asked questions

About the strategy session booking page template

Yes. Prices are set per length in Payments, so the hour and the ninety minutes each have their own price. Nine price kinds are available, from One-time to Deposit; some kinds depend on your plan.

Yes, with the Deposit price kind: set the deposit percentage and the balance due a number of days before the meeting. A meeting tomorrow or sooner is paid in full at booking. Deposit is available on eligible plans; see pricing.

Yes. Both answers sit on the booking in Bookings and in your confirmation email, and the client is a contact in your CRM with the meeting logged. Connect HubSpot and the record is kept there too.

From the reschedule link in their confirmation and reminders, within the deadline you set in Rules. Reminders for the old time stop, and their calendar invite updates instead of duplicating.

Yes. Connect Zoom on Integrations and pick it in Where. A Zoom meeting is created for every booking, moved when the booking moves and deleted when it is cancelled. Google Meet and Microsoft Teams work the same way.

Series booking repeats a time weekly, every 2 weeks or monthly for 2 to 12 sessions, but only for lengths without a price. For paid sessions, sell a Pack: several sessions bought at once and booked with a code.