How to use Calso
Step-by-step guides for setting up your practice and running it day to day — from your first booking page to packages, payments, and repeat clients.
Getting Started
Find your way around Calso, connect a calendar, and get your first booking page live.
Availability & Scheduling
Control exactly when clients can book you — weekly hours, calendars, time zones, buffers, and locations.
- Connect your calendar
- Set your weekly availability hours
- Set buffers, minimum notice, and how far ahead clients can book
- Choose which calendars block your times and which one receives bookings
- Give one event type its own hours and scheduling rules
- Set where a session happens
- Create a venue with directions and access details
- Use Smart Scheduling to keep your days compact
Bookings & Sessions
Run the day-to-day: confirming sessions, group events, reschedules, cancellations, and no-shows.
- Find, filter, and export your bookings
- What each booking status means
- Approve or decline a booking request
- Reschedule a booking
- Cancel a booking and choose the refund
- Mark a no-show and decide the credit
- Write session notes on a booking
- Run a group event or recurring series
- Set your cancellation policy and waivers
Clients
Keep client records, intake forms, notes, and the client portal working for you.
Packages & Payments
Sell packages and products, take payment through Stripe, and track credits and refunds.
- Connect Stripe so you can take payments
- Build a session package clients can buy
- Change, hide, or retire a package offering
- Adjust a client's package credits
- Let clients pay for a package in installments
- Price a single session
- Create a discount code
- Sell or give away a digital product
- Offer add-ons at checkout
Automations & Messaging
Reminders, follow-ups, and templates that send the right message so you don't have to remember.
- Create your first automation
- Automation triggers and actions
- Use variables in automation messages
- Test an automation before you rely on it
- Choose which emails you and your clients receive
- Send booking emails from your own domain
- How clients unsubscribe from your emails
- Sync booking contacts to Mailchimp or Kit
Growth & Embedding
Share your booking link, embed Calso in your own site, and see what's working.
- Find and share your booking links
- Arrange what clients see on your booking page
- Put your booking page on your own website
- Point your own domain at your booking page
- Track bookings with Google Analytics, Meta Pixel, or Tag Manager
- Turn the cookie consent banner on or off
- What each Analytics number counts
- Read your booking funnel
Account & Settings
Workspace settings, branding, your plan, tax, security, and your own domain.