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How do I get started coaching?

  1. Create your session types. These can be any length, and you can set your own prices. You can also group these into coaching packages.
  2. You and your client can both schedule new sessions using these session types. Both you and your client will be alerted to your upcoming sessions, as well as any changes or cancellations. Appointment times will be automatically converted to your client’s time zone.
  3. Add your available times. This is when clients can book with you.
  4. Connect Stripe so you can receive payments.
  5. Invite your clients and onboard them. Choose if you want to send out a Welcome Package at the start of our journey, and a Coaching Plan at the start of each session.
  6. Start scheduling sessions. View their Coaching Plans if you have assigned one. Send out coaching notes after your session.
  7. Start assigning coaching tools. You can assign action items, goals, journals, worksheets and resources.
  8. Keep your clients engaged and happy!

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