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Can I gift an offer?

Yes! You can give any of your offers away for free to anyone in your Contacts: clients, prospects and buyers.

Ideas for using gifts

  • A free session for a warm prospect. If someone booked a discovery call but hasn’t committed, gift a full session so they can experience your coaching.
  • A helpful resource. Gift a workbook, guide or checklist (a digital product) that fits what they told you they’re struggling with.
  • A mini course. Gift a short course so they can see your style and get a quick win.
  • A thank you. Gift a bonus session to a client who sent you a referral or left a review.
  • A welcome back. Gift something small to an inactive client to restart the conversation.

What you can gift

Session Types, Session Packages, Digital Products, Courses, Bundles, and Scheduled Sessions (a session already on the calendar that hasn’t been paid yet). Only published offers show in the list.

How to send a gift

  1. Click the blue Gift an Offer button at the top of your Contacts page or any of your Offers pages.
  2. Under Select an offer, pick the offer.
  3. Under Select Recipients, pick one or more contacts.
  4. Add a personal note under Message (optional).
  5. Click Send Gift.

What they get

They get an email with your note and a button to open their gift. A session or package is added as session credits they can book with. A course or digital product is ready to open in their portal.

If they’re a prospect or buyer, gifting coaching makes them a client, and gifting a course or digital product makes them a buyer.

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