How do I onboard my clients?

When you invite a client, or someone becomes a client through your store, they appear in Contacts with an Onboarding needed tag. Open their folder and click Welcome client to start the Onboarding Wizard:

• Welcome Package: choose whether to send a Welcome Package. Pick one of yours or the default. You can have different packages for different kinds of clients.
• Coaching Plans: choose whether this client gets a Coaching Plan before each session.
• Welcome message: write a personal note to greet them.

Click Welcome client and you’re done. Your client gets your welcome letter, and your Welcome Package with your coaching agreement if you chose to send it.

Prospects and Buyers: people who booked a free call, grabbed a freebie or bought a digital product aren’t coaching clients yet. Open their folder and click Invite to portal (Prospects) or Convert to coaching client (Buyers). See How to convert a Prospect or Buyer into a coaching client.

Client limits: the Free plan includes 1 active client, New Coach 4, and Master Coach unlimited. At your limit, the wizard will ask you to free up a spot or upgrade.

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Note: Make sure you put Life Coach Hub on your Safe Sender email list so that you are sure to receive important emails.