If you offer consultations, coaching sessions, or expert advice, it’s time to think beyond email threads and clunky booking systems. By integrating Typeform with Wix, you can create a seamless way for clients to book sessions and pay upfront—no back-and-forth, no friction. This setup simplifies the process for both you and your clients, transforming casual inquiries into paying customers with minimal effort.
The beauty of using Typeform is that it makes the whole process feel personalized and conversational, rather than formal or overwhelming. When paired with Wix’s sleek site design and embedded booking forms, it creates a professional, smooth experience that builds trust right from the start. Here’s how you can set it up and start monetizing your expertise effortlessly.
Why Offer Paid Consultations Through Wix and Typeform?
Whether you’re a business consultant, career coach, personal trainer, or freelance creative, paid consultations are a great way to monetize your time. But the challenge is often the admin work—coordinating schedules, managing payments, and following up with clients. Wix gives you the framework for a professional website, while Typeform simplifies booking and payment collection in a way that feels approachable.
Here’s what makes this setup a win: Clients book and pay in one step. No need for separate invoices or manual payment tracking. Flexible questions and upsells. Typeform’s conversational format allows you to ask qualifying questions or offer different consultation packages. Automation saves time. With tools like Zapier, you can automate confirmations, calendar invites, and follow-up emails. Fewer barriers to commitment. A smooth booking experience makes it easy for leads to take that next step and become paying clients.
Step-by-Step: Setting Up Paid Consultations on Wix with Typeform
Ready to create a seamless consultation booking system? Here’s how to get everything up and running.
1. Create a Booking Form with Typeform
Log in to Typeform and create a new form. Use a friendly, engaging tone to guide clients through the booking process. Ask qualifying questions to tailor the consultation. For example: What’s your biggest challenge right now? Which service are you interested in (business strategy, marketing plan, or both)? Add optional upsell questions. If you offer different consultation lengths or package deals (like a 60-minute deep dive versus a 30-minute intro call), you can list those options. Enable payments through Stripe so clients can pay directly within the form. Typeform integrates seamlessly with Stripe, making it easy to collect upfront payments. Customize the thank-you message with a confirmation note and instructions for next steps.
2. Embed the Typeform on Your Wix Site
Now that your form is ready, it’s time to embed it on your Wix site so visitors can book consultations directly. Open Wix Editor and navigate to the page where you want to offer consultations (like a “Services” or “Book a Session” page). Select “Embed HTML” from the Add menu and paste the Typeform embed code into the widget. Adjust the size and positioning to fit the page layout. Make sure it’s easy to find and visually appealing.
Pro tip: Add a “Book Now” button on your homepage that links to the consultation page. The fewer clicks between the visitor’s decision and payment, the better.
3. Automate Calendar Invites and Follow-Ups with Zapier
Once a client books and pays for a session, it’s essential to confirm the appointment and keep things organized. This is where Zapier can save you a ton of time by automating tasks. Set up a Zapier workflow that triggers when someone completes your Typeform booking. Connect Typeform to Google Calendar or Microsoft Outlook, so the session automatically gets added to your schedule. Send the client a confirmation email with the date, time, and any relevant details (like Zoom links or pre-consultation worksheets). Use another Zap to send reminder emails a day or two before the session to reduce no-shows.
Bonus: You can create a second workflow that sends post-session follow-up emails. This is a great opportunity to ask for feedback or offer future discounts.
4. Offer Consultation Packages or Subscriptions
If one-off consultations are working well, why stop there? Use your Typeform to offer consultation bundles or ongoing subscriptions. This not only provides clients with more value but also ensures you have recurring income.
For example: Offer a 3-session package at a discount. Create a monthly subscription where clients get regular coaching or check-in calls. Provide an upsell during checkout by offering a follow-up session at a reduced rate. These types of offers help increase your average revenue per client and encourage long-term relationships.
5. Measure Performance and Optimize Your Process
Like any sales strategy, you’ll want to track performance to see what’s working and where you can improve. Both Wix and Typeform offer analytics tools that give you insights into customer behavior. Pay attention to metrics like: Form completion rate. If many visitors start but don’t finish the booking form, consider simplifying the questions. Conversion rate. How many visitors to your consultation page end up booking a session? No-show rate. If people frequently miss their booked sessions, improve your reminder system or offer rescheduling options.
Collect feedback after each consultation to refine your services and make the booking experience even smoother.
Tips to Maximize Bookings
Add Testimonials on Your Wix Site. Displaying client testimonials or case studies on your consultation page builds trust and encourages more bookings. Use Discounts for First-Time Clients. Offer a small discount or bonus for first-time clients to nudge them toward making a booking. Promote Your Services on Social Media. Use social platforms to promote your consultations and link directly to your booking form. Instagram stories, LinkedIn posts, and Facebook groups can be great places to attract clients. Incentivize Referrals. Encourage satisfied clients to refer others by offering them a small reward for every new client they bring in.
Build a Waitlist and Create Scarcity
One way to increase demand for your consultations is by building a waitlist. If your schedule is full or you only offer sessions on specific dates, allow potential clients to sign up for notifications when new slots open. Typeform makes it easy to collect these leads and tag them in your email marketing platform for future follow-ups.
Creating scarcity—like offering limited availability or exclusive one-on-one sessions—can also drive more bookings. When people know there’s limited time or space, they’re more likely to act quickly. Add a countdown or “only 2 spots left” message on your Wix consultation page to encourage bookings.
Add Value with Free Consultations or Strategy Sessions
While paid consultations should be your focus, offering a free mini-session can act as a lead magnet. This strategy gives potential clients a taste of what you can offer and builds trust, making them more likely to invest in a full session later.
For example, you could offer a 15-minute consultation or discovery call via Typeform to qualify leads. Those who show serious interest can then be funneled into booking a paid session. Use this opportunity to understand their pain points and position your paid services as the next logical step.
Offer Group Consultations for Higher Revenue
If you’re looking to scale your consultations and increase revenue, consider offering group sessions. A single 90-minute session with 5-10 participants can generate more income than individual one-on-one meetings—and you only need to deliver the content once.
You can use Typeform to gather information about participants’ needs before the session and tailor your content accordingly. Wix allows you to list both individual and group consultations on your site, so visitors can choose the option that fits their needs and budget.
Use Conditional Logic to Personalize the Booking Experience
Typeform’s conditional logic feature allows you to customize the booking flow based on client responses. This makes the experience more relevant and engaging, increasing the chance they’ll complete the booking. For example, if someone selects “Marketing Strategy” as their primary concern, follow up with a related question like “What’s your current biggest marketing challenge?”
Personalizing the booking experience builds trust and positions you as someone who truly understands the client’s needs, making it easier to convert them into paying customers.
Integrate a Membership Area for Recurring Clients
If you have clients who regularly book sessions, consider adding a members-only section to your Wix site. With Wix’s membership feature, you can offer exclusive access to content, group coaching calls, or priority booking options.
Use Typeform to enroll clients in your membership program and collect any additional preferences or feedback. This is a great way to increase recurring revenue and deepen relationships with your best clients. You can also offer subscription plans directly through Typeform to automate recurring payments.
Cross-Sell Digital Products Alongside Consultations
Boost your income by offering digital products—like eBooks, templates, or courses—alongside your consultations. For example, if you offer marketing strategy sessions, you could bundle them with a downloadable social media calendar or content guide.
You can set up Typeform to present these add-ons during the booking process, encouraging clients to purchase them as part of a package. Wix makes it easy to display these offers on your site, creating a seamless way to increase your average transaction value.
Use Follow-Up Surveys to Improve Your Service
After each consultation, send clients a follow-up survey via Typeform. Ask what they found valuable, what could be improved, and if there are other areas where they need help. This feedback helps you fine-tune your services and better address client needs in the future.
Additionally, these surveys are a great opportunity to gather testimonials for your Wix site. Positive reviews build trust with potential clients and encourage new bookings. Make it easy for satisfied clients to share their feedback by embedding a review section directly on your site.
Create Seasonal or Limited-Time Offers
Keep your consultations fresh and exciting by introducing seasonal offers or time-limited discounts. For example, you could run a New Year’s strategy session or offer a discount on career coaching during back-to-school season.
Use Typeform to handle the bookings for these special events and promote them through your Wix site and email campaigns. Limited-time offers create urgency and give clients a reason to act now, increasing your overall conversion rate.
Track Customer Journeys and Optimize Your Funnel
It’s important to track where clients are dropping off in the booking process so you can fine-tune your funnel. Use Wix’s analytics tools along with Typeform’s completion reports to monitor how far users get through your booking form.
If you notice a lot of people abandoning the form mid-way, consider simplifying your questions or offering incentives, like a discount for completing the booking. The more you optimize this journey, the smoother the process becomes, leading to higher conversions and better client retention.
Scale with Team Members or Outsourced Coaches
As demand for your services grows, you may need to bring in additional coaches or team members to handle consultations. Wix allows you to create a multi-user booking system where clients can select which coach they’d like to work with.
Use Typeform to assign leads based on their preferences or needs. For example, if someone selects “Career Coaching,” they can be directed to a specific coach specializing in that area. This not only helps you scale your business but also ensures clients get the best possible service.
