---
title: Book a session for a client yourself
sidebarTitle: Book a client (ad-hoc)
description: >-
  Schedule a session on someone's behalf, from one of your session types or as a
  quick ad-hoc session.
audience: luminary
feature: sessions
type: guide
availability: live
last_verified: '2026-10-14'
keywords:
  - book for client
  - manual booking
  - ad-hoc session
  - schedule client
  - book on behalf
url: >-
  https://help.bringsoul.life/luminaries/offerings/sessions/book-a-client-yourself
---

# Book a session for a client yourself

> Schedule a session on someone's behalf, from one of your session types or as a quick ad-hoc session.

Sometimes you agree on a session in person, over email, or after reading someone's form answers. Instead of sending them a link, you can book it for them with Schedule Session.

## When to use this

- A lead filled in your form and you want to offer them a call straight away.
- You've arranged a time with someone and want it in Soul with them as the client.
- You want a quick, free check-in that isn't one of your public session types.

**Note:** 
Right now you start Schedule Session from someone's form response. If the person hasn't filled in
a form, share a short form (even just name and email) or send them the session link.

## Book from a form response

**Step 1: Open the response**

Go to [Audience → Forms & Funnels](https://portal.bringsoul.life/forms), open the form, and find
the person's response.

**Step 2: Click Schedule**

Click Schedule next to the response, or open it and click Schedule 1:1 Session. The Schedule
Session page opens with their name and email filled in (*"Schedule a session with …"*).

**Step 3: Choose the type of session**

- Ad-hoc Session: *"Quick session based on your general availability."* A free, 30-minute
session. - From Session Types: *"Choose from your predefined session types."* Pick one of your
session types; its duration and availability apply.

**Step 4: Pick a time**

Choose a date and one of the Available times, check the Booking Details, and click Confirm
Booking.

You'll see _"Session Booked Successfully!"_ and _"Your one-on-one session has been scheduled and confirmed."_ Click View My Bookings to see it.

## Good to know

- Ad-hoc sessions are free and unlisted. They're created for that one client and don't appear on your portal.
- Session types keep their own rules. If the session type is paid, the booking is created as Unpaid and the client sees Payment pending with a Finish Payment button on the session's page. If it needs your approval, a free booking lands as Pending until you confirm it.
- Only open times are shown. Your weekly hours, buffers, notice period and existing bookings still apply.
- The person needs an email address. That's how the booking is linked to them. If they don't have a Soul account yet, one is created for that email.

**Warning:** 
The success screen says *"scheduled and confirmed"* in every case. For a paid or approval-required
session type, check the booking's status in View All Bookings afterwards.

## What your members see

The session shows on the Calendar tab in their [Activity](https://bringsoul.life/activity?tab=calendar) and opens their booking page, with the time and, once it's confirmed and online, the meeting link. For a paid session type, it shows there only after they pay. Until then, the session's page on your portal shows Payment pending with Finish Payment.

## Related

- [Require an intake form](https://help.bringsoul.life/luminaries/offerings/sessions/require-an-intake-form)
- [Offer a session only to specific clients](https://help.bringsoul.life/luminaries/offerings/sessions/offer-a-private-session)
- [People and forms](https://help.bringsoul.life/luminaries/audience/forms)