Optional steps: scheduling, contracts, client import

Three sections of Setup are marked Optional — nothing about using Coachstra depends on filling them in straight away, and you can click Skip — set up later from Settings on any of them.

1. Scheduling, under How do clients book time with you?: choose 🏠 Switch to Coachstra scheduling to use your Coachstra page as your booking link, or 🔌 Keep using Cal.com / Calendly / Acuity to keep your existing booking tool. Its bookings show on your Coachstra calendar if they go into a Google or Outlook calendar you've connected — see Sync your Google or Outlook calendar.

2. Contracts, under How do clients sign agreements?: choose ✍️ Coachstra contracts to send, track and sign agreements inside Coachstra, or 📄 Manual: scan & upload if your client signs by hand and you upload the scan.

3. Client Import, under Bring in your existing clients: choose ✨ Start fresh — no import to add clients one at a time, or 📄 Import from a spreadsheet to bring in your list from a CSV file. See Import your clients from a spreadsheet.

You can change your Scheduling and Contracts choice any time by reopening Setup from the dashboard. Connecting your own DocuSign, HelloSign or PandaDoc account isn't available yet.