How do I onboard my clients?

When you first invite a client, you’ll see their folder in your Client Management tab with the blue button Welcome your Client. Give each client a personalized welcome treatment easily and automatically with our Onboarding Wizard:

Choose whether you want to send out a Welcome Package. You can customize your own package for this client, or chooser our default one.
Choose whether this client will receive Coaching plans before each session or not.
Write out a welcome message to greet your client.

Press Welcome your client, and you are done! Your client will get your welcome package including your coaching agreement automatically if you chose to send it, as well as your welcome letter. Great job!

Support Articles by Category

- How do I invite or import my existing clients, prospective clients and others to coach with me?
- How do I get started coaching?
- How do I submit coaching hours to show up on my profile?
- Where will my profile appear in the directory?
- How much does it cost to get listed in the coaching directory?
- How do I get listed in the coaching directory?
- How does coaching using LCH coaching software work?
- I am already coaching. What can LCH coaching software offer me?
- How does coaching using LCH coaching software create added value for my clients?
- Can I coach my pre-existing clients using LCH coaching software?
- I’m a new coach. Can I coach using LCH coaching software and list myself in the directory?
- How does LCH coaching software help me expand my business?
- How does LCH coaching software save me time and hassle?
- How do I start getting reviews for my profile?
- How can I market myself to reach more clients?
- What are coaching requests and client leads?
- How do I keep clients for longer?
- How does Life Coach Hub increase my reputation as a coach?
- How do coaching requests work?
- How do I get new clients?
- How do I earn coaching hours to show up on my profile?
- How does Life Coach Hub generate referrals and new clients for me?
- How do I coach clients using Life Coach Hub’s coaching software?
- How do I create a coaching offering that I can sell to clients?
- How do I onboard my clients?
- What is the Progress Stream?
- How do I deactivate a client?
- How do I give access to my existing clients to coach with me?
- Are my client’s previous answers and progress reports archived?
- How do I enroll my paid or pro bono clients to coach with me?
- How do I keep track of my client data, session notes, and progress?
- How do I create Available time slots?
- How can I share my schedule with clients so they can make their own appointments?
- How do I let my clients know how to contact me?
- What appointments can a client see in their calendar? Will they see all of my appointments?
- Are my clients reminded of appointments and other tasks in their own time zone?
- How will I know if my client has cancelled an appointment?
- How do I set aside available blocks of time when I am free to see existing and new clients?
- How do I cancel or change an appointment?
- How do I schedule my online coaching?
- How do I create appointments with my clients?
- How does LCH coaching software save me time and hassle?
- Where do I view forms from my welcome package?
- How do I send out a welcome package and agreement to my clients?
- What is a welcome package?
- How do I customize my welcome package and agreement?
- Why isn’t the Submit Plan button showing for my client?
- How do I customize my Coaching Plans?
- Why should I use Coaching Plans with my clients?
- How do I use Coaching Plans and Coaching Notes with my coaching clients?
- How will I know when my clients have responded to my journal topic, worksheet, or other coaching tool?
- Can I assign coaching forms and tools to specific clients?
- Are all my coaching forms and tools saved?
- Can I edit or create my own coaching forms and tools?
- What coaching forms and tools are available for coaching my clients?
- Why should I offer online coaching?
- How do I use goals with my coaching clients?
- Why should I use goals in my coaching?
- Why should I use action items in my coaching?
- How do I use action items with my coaching clients?
- Why should I use journaling in my coaching?
- How do I use journaling with my coaching clients?
- How do I use coaching worksheets, assessments and forms with my coaching clients?
- Why should I use coaching worksheets, assessments and forms in my coaching?
- How do I create resources for my coaching clients?
- Why should I use feedback surveys in my coaching?
- How do I link my existing website to LCH?
- How do I change my payment information on file?
- How do I get paid?
- How much does it cost to coach, train or sell on Life Coach Hub?
- What do I need in order to I coach, train or sell on Life Coach Hub?
- How do I create a coaching package or single session I can sell to clients?
- How do I list a service?
- How do I list a digital product?
- What services can I sell?

How do I onboard my clients?

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