Make.com Tutorial for Coaches: Build Your First Automation in 30 Minutes

This tutorial builds one complete, useful automation from scratch: when a client books a session, they automatically receive a personalised confirmation email via Kit and get added to your subscriber list with the correct tag. By the end of this guide you will have a working scenario running in Make.com and a clear understanding of how to build more.

Related: Complete Guide to Coaching Automation

Related: Coaching Automation Workflows

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Step 1: Create Your Make.com Account

Go to make.com and sign up for a free account. The free plan includes 1,000 operations per month and 2 active scenarios — enough to run everything in this tutorial. Once you are logged in, click 'Create a new scenario' from your dashboard.

Step 2: Add Your Trigger Module

The trigger is what starts your automation. Click the large circle on the canvas and search for your scheduling tool. If you use SavvyCal, search 'SavvyCal' and select 'Watch New Bookings'. If you use a different tool, search its name — most scheduling apps have native Make.com integrations. Connect your account when prompted and select which calendar to watch.

Step 3: Add a Kit Action Module

Click the '+' button after your trigger module to add a new action. Search for 'Kit' (or 'ConvertKit') and select 'Add a Subscriber'. Connect your Kit account using your API key (found in Kit settings → Advanced → API). Map the booking data to Kit fields: the client's email goes to the Email field, their name to First Name. Add a tag like 'booked-session' so you can segment these subscribers later.

Step 4: Add an Email Send Action

Add another Kit module after the subscriber step: 'Send a Broadcast' or use Kit's sequence trigger to fire your pre-built welcome sequence. Map the booking details — session time, Zoom link, any preparation materials — into the email template. Use Make.com's text parser to format the date and time correctly for your timezone.

Step 5: Test and Activate

Click 'Run once' in Make.com to test your scenario with live data. Make a test booking in your scheduling tool and watch the scenario execute in real time — you can see each module process and verify the data mapping is correct. Once it runs successfully, click the toggle to activate the scenario. It now runs automatically every time a new booking is created.

What to Build Next

Now that you understand the basics, the next workflows to build are the post-session follow-up sequence and the new client onboarding automation triggered by Stripe payments. Both follow the same pattern — trigger, then actions — and can be built in 20-30 minutes each. See our guide on the 5 Make.com workflows every coach needs for step-by-step instructions on each one.