How to Use the LCH Core Launchpad to Set Up Your Coaching Business

The LCH Core Launchpad helps you get your coaching business set up quickly, professionally, and in the right order.

Instead of guessing where to start, the Launchpad walks you through the core setup steps you need to start booking clients, onboarding them, managing sessions, selling offers, and using your client portal with confidence.

Think of it as your fast-start checklist for building your full coaching system inside LCH Core.

The goal is simple:

Set up your sessions, calendar, payments, branding, client onboarding, coaching tools, offers, store, and first client workflow in one guided path.

1. Set up your coaching sessions

The first thing you need to do is create at least one coaching session.

Nobody can book with you until you have a session set up, so this is the best place to start. You may also want to create a free discovery call so prospects can easily book an initial consultation with you.

You can create sessions such as:

• Free discovery call
• 30-minute coaching session
• 60-minute coaching session
• 90-minute coaching session
• Any custom session type you want to offer

You do not have to keep the default names. You can rename your sessions to match your coaching style, niche, or offer structure.

When setting up each session, you can choose:

• Session name
• Session length
• Session location
• Booking rules
• Buffer time
• Whether it appears on your public booking page
• Whether clients can book it
• Whether it has a direct or unlisted booking link

This gives you control over how each session is used and who can access it.

2. Choose where your sessions happen

Next, choose how each session will take place.

You can offer sessions through:

• Zoom
• Phone
• Physical address
• Other meeting methods

If you plan to use Zoom, it is a good idea to connect your Zoom account so your session links can be handled more smoothly.

You can also save default contact and location details inside your coaching settings.

Go to:

Settings > Coaching Settings

From there, you can save details such as your phone number, address, or other session information. Once saved, these details can automatically populate when you create future sessions.

This helps you save time and keeps your setup more consistent.

3. Set your booking rules and buffer times

For each session, you can decide how far in advance people are allowed to book with you.

You can choose whether people can book:

• A certain number of days or weeks ahead
• Within a specific date range
• Indefinitely into the future

You can also decide how much advance notice you need before someone books.

For example, you may be comfortable with someone booking 30 minutes before a session. Or you may want 24 hours, 48 hours, or several days of notice.

You can also add buffer time before or after sessions.

Buffer time is useful if you want space between appointments to prepare, take notes, reset, or avoid back-to-back calls.

Just be aware that buffer times can stack.

For example, if you add 10 minutes before a session and 10 minutes after a session, you may end up with 20 minutes blocked between sessions.

Choose the buffer setup that fits the way you actually work.

4. Decide where each session appears

You can choose where each session is visible.

A session can appear:

• On your public booking page
• Inside your client store
• Through a private direct link
• Only to clients
• Nowhere publicly

This lets you use different sessions for different purposes.

For example, you may want your free discovery call to appear publicly so prospects can book with you easily. But you may want a private VIP session to be available only through a direct link.

This gives you more control over your client-getting and client-management flow.

5. Connect your calendar and Zoom

The next step is connecting your integrations.

You can do this from:

Integrations

There, you can connect:

• Google Calendar
• Outlook Calendar
• Zoom

Connecting your calendar helps prevent double-booking and keeps your schedule organized.

Connecting Zoom makes it easier to run online sessions without manually creating and sending links every time.

This step helps your scheduling system run more smoothly from the start.

6. Set your availability

After your sessions and integrations are set up, you need to tell the system when you are available.

Go to:

Calendar and Booking > Availability

Here, you can set your regular working hours.

You can also add day-specific availability. For example, you can block off a day when you are unavailable or add extra hours on a day when you want to open more booking slots.

This is an important step before you share your booking links.

Your availability controls when people can book with you, so make sure it reflects your real schedule.

7. Set up your public booking page

Your public booking page lets prospects book directly with you based on your real availability.

This is one of your most important client-getting tools inside LCH Core.

You can use your public booking page for:

• Free discovery calls
• Paid sessions
• Intake forms
• Prospect booking
• Lead conversion

Once your public booking page is ready, you can share the link on your:

• Website
• Social profiles
• Instagram link-in-bio
• Facebook page
• LinkedIn profile
• Email signature

This helps interested prospects take action without extra back-and-forth.

8. Choose whether you want lead alerts

LCH Core can send you lead alerts when people are looking for coaches.

You can choose whether you want these alerts turned on or off.

You can also select the coaching areas or niches you want to receive alerts for.

You can change this later in your notification settings, so you are not locked into your first choice.

If you are ready to receive new opportunities, turn lead alerts on. If you want to finish setting up first, you can turn them on later.

9. Set up your payments

Before clients can purchase from your store, you need to connect your payment options.

LCH Core supports:

• Stripe
• PayPal

You can use one or both.

Stripe allows clients to pay by credit card and may also support options like installments, pay later, Apple Pay, and Google Pay depending on your Stripe setup.

PayPal is also useful, especially if you work internationally or have clients who prefer it.

Using both can give your clients more flexibility when they are ready to pay.

10. Choose your currency carefully

You can choose the currency that appears in your store.

It is best to choose your currency at the beginning before you create all your prices.

If you later change from one currency to another, LCH Core does not automatically convert your existing prices.

For example, if you enter a price as 50 USD and later switch to euros, the number does not automatically become the converted euro amount.

So choose the currency you actually want to sell in before setting up your offers.

11. Edit your branding

Next, customize your branding so your client experience looks professional.

Go to:

Profile > Branding

Here, you can add or edit:

• Business information
• Logo
• Brand colors
• Email styling

You can preview your brand colors as you make changes, which helps you see whether everything looks right before saving.

This step helps your coaching business feel polished and consistent when clients interact with you inside LCH Core.

12. Create or edit your welcome package

Your welcome package is what you can send to a new client when they join your coaching program.

LCH Core gives you a default welcome package to start with, but you can edit it, clone it, rename it, or create one from scratch.

Your welcome package can include:

• Welcome letter
• Coaching agreement
• Personal information form
• Coaching information form
• Intake questions
• Focus questions

Your coaching agreement can be electronically signed by your client. You receive a copy, and your client receives a copy too.

This helps you create a professional onboarding experience without sending PDFs back and forth manually.

13. See what your client sees

It is helpful to understand what your welcome package looks like from the client side.

Your client can:

• Read your welcome letter
• View or download the agreement
• Sign the agreement electronically
• Fill in personal information
• Complete coaching information questions

You can then view this information from the client’s contact record.

This helps you create a stronger client experience because you are not only setting up your admin system. You are also shaping how your client experiences your coaching business.

14. Use Contacts as your CRM

The Contacts area works as your CRM inside LCH Core.

Go to:

Contacts

Here, you can see and manage:

• Clients
• Prospects
• Buyers
• Your preview account

Each contact has their own record, where you can view client information, onboarding status, activity, sessions, tools, notes, and more.

This is where your client relationships become organized and trackable.

15. Use your preview account

Your preview account lets you test the system as if you were a client.

This is one of the best ways to understand the full client experience without logging in and out of separate accounts.

You can use your preview account to:

• Send yourself a welcome package
• Complete onboarding
• View the client portal
• Schedule test sessions
• Assign tools
• Send messages
• Test store purchases
• See what clients will experience

This helps you feel much more confident before inviting real clients.

16. Complete onboarding so clients can log in

If you invite a client but do not complete onboarding, their contact record will show Onboarding Needed.

This is important because your client does not receive their login information until onboarding is complete.

You can choose whether or not to send a welcome package, but you still need to finish the onboarding flow if you want your client to access the portal.

The onboarding process is what gives the client their login details.

17. Decide whether to send a coaching plan

During onboarding, you can also choose whether to send a coaching plan.

A coaching plan is a short set of questions that can be sent before a session. It helps you and your client focus on what matters most for that conversation.

You can use coaching plans to help clients reflect, prepare, and come into sessions with more clarity.

This is optional. You can use one, create your own, or skip it depending on your coaching style.

18. Customize your onboarding message

When you onboard a client, you can edit the welcome message they receive.

The login details section cannot be edited because that is where the system includes the client’s access information.

Before sending, you can review the message and make sure it sounds right.

This gives you automation without losing your personal voice.

19. View your portal as a client

Once your preview account is onboarded, you can switch into client view.

This lets you see your portal exactly as a client would see it.

Keep in mind that the client portal only shows what has actually been assigned, scheduled, or sent to that client.

So if the portal looks empty, that usually means you still need to assign something to the preview client.

To get the full experience, try:

• Sending a welcome package
• Scheduling a session
• Assigning a tool
• Creating a goal
• Sending a message
• Testing a purchase

Purchases made through your preview account will not charge you money. It is a safe test environment.

20. Schedule a session with your preview client

The Launchpad then guides you to schedule a session.

You can do this from:

• Sessions
• Calendar

When scheduling a session, you can choose:

• Client
• Session type
• Date
• Time
• Meeting method
• Payment option
• Whether the session is paid or pro bono

If your calendar is connected, you will also be able to see how your LCH Core schedule connects with your outside calendar.

21. Understand prepaid sessions and session credits

If your client has purchased a coaching package or multiple sessions, those sessions can show as available credits.

This works like a punch card.

When you schedule a session, you can use one of the client’s available session credits.

If the client does not have any sessions left, you can still schedule the session using another payment method.

This makes it easier to manage packages, prepaid sessions, and ongoing client work.

22. Choose how payment is handled

When scheduling a session, you can choose how payment should be handled.

You can:

• Send a payment link before the session
• Require payment within 24 hours or cancel the session
• Invoice after the session
• Use an alternate payment method
• Mark the session as pro bono

This gives you flexibility depending on how you work with each client.

23. Override availability warnings when needed

If you try to schedule a session outside your normal availability, LCH Core will warn you.

You can still confirm the session if you want to.

This is helpful because your availability settings protect your calendar, but you still stay in control.

24. Manage session details and notes

Once a session is created, you can open it to view and manage the details.

Inside a session, you may be able to see:

• Whether it is paid or pro bono
• How the session takes place
• Session type
• Date and time
• Related product or session credit
• Start session link
• Cancel option
• Coaching plan responses
• Comments
• Coaching notes

You can also take notes during or after the session.

Some notes can stay private to you. Other notes can be shared with your client.

This keeps your session history organized and gives you a clear record of the coaching relationship.

25. Use the progress stream

The Progress Stream gives you a broader view of client activity.

It can include:

• Sessions
• Notes
• Coaching tools
• Courses
• Client activity

This helps you track the full coaching journey instead of treating each session as separate.

It is especially useful when you want to review progress, prepare for future sessions, or show clients how far they have come.

26. Assign coaching tools

LCH Core includes several coaching tools you can assign to clients.

These may include:

• Action items
• Goals
• Journals
• Worksheets
• Forms
• PDFs
• Resources
• Coaching plans

You can assign tools from the coaching tools area, from a session, or from the progress stream.

For example, if your client agrees during a session to take a specific action, you can create an action item right away.

This turns coaching insight into real follow-through.

27. Create offers in your Offer Suite

Your Offer Suite is where you create what you sell or give away.

You can create:

• Lead magnets
• Coaching sessions
• Coaching packages
• Digital products
• Courses
• Bundles

This is where LCH Core becomes more than a client management system. It becomes part of your client-getting and income-scaling system.

28. Create coaching packages

You can bundle sessions into coaching packages.

This is useful if you sell multi-session programs instead of one-off appointments.

Your packages can include a clear description of what the client receives and can be displayed in your store with their own sales page.

Coaching packages help you sell the value of a bigger transformation instead of only selling time.

29. Create digital products

You can also create and sell digital products.

These can include:

• PDFs
• Ebooks
• Audio recordings
• Video recordings
• Services
• Downloadable resources

Digital products help you create more ways for clients and prospects to buy from you.

They can also help you build passive income and expand beyond one-to-one coaching.

30. Create courses

Courses are another way to scale your coaching business.

You can use courses for:

• Lead magnets
• Paid programs
• Low-ticket offers
• High-ticket offers
• Group coaching support
• Passive income

LCH Core includes course functionality, so you do not need to rely on a separate course platform just to deliver coaching content.

This helps you create more scalable offers inside the same system you use to manage clients.

31. Use bundles to increase order value

Bundles let you package different offers together.

For example, you could bundle:

• A PDF and a coaching session
• A course and a worksheet
• A digital product and a discovery call
• A coaching package and bonus resources

Bundles can help increase your average order value and create a stronger path from buyer to client.

They are also a smart way to turn someone who buys a small product into a warmer coaching prospect.

32. Review and share your public store

Your public store is where people can view and buy your offers.

You can copy your store link and share it on your:

• Website
• Social profiles
• Link-in-bio
• Email signature
• Newsletter
• Sales pages

You can also copy the direct URL for each individual offer.

This means you can share your full store or send someone straight to a specific session, package, course, bundle, or lead magnet.

33. Invite your first real client

Once your setup is ready, the next step is to invite your first real client.

You can use the invite button at the top of your dashboard.

This opens the onboarding wizard and lets you bring your client into your coaching portal.

From there, you can send their login details, welcome package, coaching plan, and any other onboarding materials you want to include.

34. Get listed in the coach directory

You can also get listed in the Life Coach Hub coach directory.

This gives you another way to increase visibility and attract potential clients.

There is a separate video and setup process for this, so you can return to it once your core setup is complete.

35. Share LCH and earn through referrals

You may also have the option to spread the word about LCH and earn passive income through referrals or affiliate-style opportunities.

This is optional, but it can be a useful extra step once you are familiar with the platform and want to recommend it to other coaches.

36. Get support when you need it

If you need help, you can access support from inside your dashboard.

Support options include:

• Live chat
• Email support
• Knowledge base articles
• Onboarding call

You do not have to figure everything out alone. If you get stuck, reach out for help.

37. Use messaging inside LCH Core

LCH Core also includes messaging.

This lets you and your clients communicate inside the platform instead of relying only on email.

Keeping client messages inside your coaching system helps you stay organized and keeps the coaching relationship easier to manage.

38. Track purchases on the Orders page

The Orders page is where you can view purchases and invoices.

You can see:

• Orders
• Where an order came from
• Whether an order was gifted
• Whether it came through the client portal
• Whether it came through the public store
• Invoices
• Invoice downloads
• Invoice resend options

This gives you one place to track what clients and buyers have purchased.

What the Launchpad helps you build

By the time you finish the Launchpad, you will have the core parts of your coaching business set up inside LCH Core.

You will have your:

• Coaching sessions
• Calendar and Zoom integrations
• Availability
• Public booking page
• Lead alerts
• Payment options
• Currency
• Branding
• Welcome package
• Client onboarding flow
• Preview account
• Client portal view
• Session notes
• Progress stream
• Coaching tools
• Offers
• Store
• First client invitation flow

In other words, you are not just setting up software.

You are building a real coaching business system.

Your setup path at a glance

Here is the basic Launchpad flow:

1. Set up your coaching sessions
2. Connect your calendar and Zoom
3. Set your availability
4. Set up your public booking page
5. Turn lead alerts on or off
6. Connect payments
7. Choose your currency
8. Edit your branding
9. Create or edit your welcome package
10. Onboard your preview account
11. View the portal as a client
12. Schedule a test session
13. Assign coaching tools
14. Create offers
15. Review your public store
16. Invite your first real client

Final takeaway

The Launchpad is your zero-to-client-ready setup path inside LCH Core.

It helps you move from scattered setup to a complete coaching business system, with booking, payments, onboarding, client tools, offers, store links, and client management all working together.

Once you complete it, you will be ready to book prospects, onboard clients, deliver a professional coaching experience, and start building a more organized, profitable, scalable coaching business.