Orders and invoicing
How do I set up an installment plan or payment plan?
It's simple to allow your clients to pay over time with your offers. This is fantastic for those larger ticket items that could be difficult for a client to pay all at once. Make sure your account is connected to Stripe. You can set this on on the Receive Payments tab under Plans Login to you... Read moreHow do I send or view client invoices?
Invoices are sent automatically when a customer or client orders anything from your Public Store. This includes invoices for any coaching. In general, your clients will pay you in advance for any coaching, service or product they receive. However, some coaches prefer to invoice after coaching. If... Read moreCan I gift an offer?
Yes! You can give away any offer to any current client. Just click on the blue Gift an offer button at the top of the Offers and Clients pages. Then select your client and your offer. You can also add a personalized message.... Read moreSupport Quick Links
Frequently Asked Questions 
Contact Support Support Articles by Category
-
- Set up your whole coaching client journey in LCH Core
- Getting Set Up on LCH Core: Video Tutorials to Run Your Coaching Business
- New coaches: Apply to the LCH Startup Program
- What do I get with my free trial and how do I make the most of it?
- How does coaching using LCH Core coaching software work?
- Install the Life Coch Hub WordPress plugin
- How do I get started coaching?
- How do I get started delivering courses?
- How do I stop emails going into spam?
- How do I submit a bug report?
-
- How does LCH Core coaching software save me time and hassle?
- How does LCH Core coaching software help me expand my business?
- How does coaching using LCH Core coaching software create added value for my clients?
- I’m a new coach. Can I coach using LCH Core coaching software and list myself in the directory?
- I am already coaching. What can LCH Core coaching software offer me?
- Can I coach my pre-existing clients using LCH Core coaching software?
-
- How to suggest a new package or course to an existing client
- Your full session workflow in LCH Core: before, during, and after
- How do I onboard my clients?
- How do I keep track of my client data, session notes, and progress?
- How do I invite my clients to coach with me, and schedule sessions with them?
- How do I give access to my existing clients to coach with me?
- Are my client’s previous answers and progress reports archived?
- What is the Progress Stream?
- How do I deactivate a client?
- How do I coach clients using Life Coach Hub Core coaching software?
-
- How to Schedule, Track, and Manage Coaching Sessions
- How do I create appointments with my clients?
- 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 integrate with Zoom?
- What if my client has no more prepaid sessions?
- 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?
- How will I know if my client has cancelled an appointment?
- How do I schedule my online coaching?
- How do I let prospective clients know that I am available for a free initial consultation?
- Sessions: Can I call my client instead of them calling me?
- Are my clients reminded of appointments and other tasks in their own time zone?
- What appointments can a client see in their calendar? Will they see all of my appointments?
-
- How to onboard your clients professionally with a welcome package
- What is a welcome package?
- How do I send out a welcome package and agreement to my clients?
- How do I customize my welcome package and agreement?
- What to do if a client misplaces their Welcome Package link or portal invite
- How to create different Welcome Packages for different client types
- Where do I view forms from my welcome package?
-
- Why should I use Coaching Plans with my clients?
- How do I use Coaching Plans and Coaching Notes with my coaching clients?
- How do I customize my Coaching Plans?
- How can I take and send Coaching Notes?
- How do I send a summary of my session with my client?
- How do I add notes about my client outside of a specific coaching session?
- Why isn’t the Submit Plan button showing for my client?
-
- How to keep clients engaged between sessions
- How coaching tools help clients stay engaged between sessions
- What Coaching Forms and Tools are available for coaching my clients?
- Can I edit or create my own coaching forms and tools?
- How to build a reusable library of coaching tools
- Are all my coaching forms and tools saved?
- 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?
- How do I deliver coaching content to my clients automatically?
-
- How Your Public Store Helps Prospects Find and Buy Your Coaching Offers
- How do I use the Offers Module to create things to sell?
- What is my Public Store?
- How do I set up my Public Store?
- How do I add coaching, courses, products and services to my Public Store?
- How do I create a coaching package or single session I can sell to clients?
- How do I create a course that I can sell to clients?
- How do I list a service?
- How do I list a digital product?
- What services can I sell?
- What products can I sell?
- What is a bundle and how do I use the to grow my business?
- How do I create a sliding-scale or discounted offer?
Frequently Asked Questions
-
How do I keep track of my client data, session notes, and progress?
-
What Coaching Forms and Tools are available for coaching my clients?
-
How do I get listed in the coaching directory?
-
How does LCH Core software help me keep and grow my clients?
-
How do I use Coaching Plans and Coaching Notes with my coaching clients?
-
What is a welcome package?
-
What are coaching requests and client leads?
-
How do I use journaling with my coaching clients?
-
How does coaching using LCH Core coaching software work?
-
How do I get started coaching?
