Sell Consulting Sessions

Overview

Use a One-Time Payment plan to sell fixed-price consulting sessions.

When to Use This Setup

Use this setup for strategy calls, audits, coaching sessions, technical consultations, or paid discovery calls.

Requirements

• One-Time Payment plan.
• Sales or booking page.
• Optional Payment Form for intake questions.

Configuration Steps

1. Create a One-Time Payment plan.
2. Set the session price.
3. Add a plan description explaining the session.
4. Add a Payment Form for intake questions if needed.
5. Add the shortcode to the booking page.
6. Test checkout.
7. Review the order and form responses.

Recommended Settings

• Payment Type: One-Time Payment.
• Payment Form: recommended for intake questions.
• Customer Notes: optional.
• Shipping Collection: disabled.
• Refund Button: optional based on your cancellation policy.

Testing Checklist

• Test payment.
• Confirm customer email appears.
• Confirm form responses appear.
• Confirm receipt link appears when available.
• Confirm your scheduling process is clear to customers.

Expected Result

Clients can pay for a consulting session, and you receive the order plus any intake details in WordPress.

Related Articles

• One-Time Payments
• Payment Forms Overview
• Customer Notes