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How do I invite my clients to coach with me, and schedule sessions with them?

You can easily invite other people to coach with you.

A. Use the Invite button

Just click the blue Invite Client button at the top right of every page. You will be taken to the Onboarding wizard where you can decide if you want to send a welcome package, coaching plan, and welcome letter.

After your client is onboarded, it’s easy to start scheduling sessions with them.

B. Scheduling with your clients if they will pay using the LCH system

Once your client is invited, they will get their own login to their client portal. Here they will be able to purchase your coaching packages and other services from your own personal, branded Public Store.

Your clients can pay easily through our platform. They can buy sessions and packages in advance. They you or your client can schedule these paid sessions.

If you prefer your clients to pay after their sessions, just select the following option when booking with them “Invoicing post session: Send an invoice after the session that my client can pay.”

C. Scheduling with your clients if they will pay another way

But if you would prefer they pay another way, you can select the option “Alternate payment method: I will be using alternate billing.” when you are scheduling your session.

Already in your Contacts?

If someone is already a Prospect or Buyer in your Contacts, you don’t need to invite them from scratch. Open their folder and click Invite to portal (Prospects) or Convert to coaching client (Buyers).