How do I create a coaching package or single session I can sell to clients?

Take advantage of dynamic coaching tools such as journaling, action items, worksheets, goals, feedback surveys and coaching plans, as well as automatic administrative and scheduling functions. List coaching sessions as well as packages that you would like to offer, such as “Three months of coaching.”

After purchasing one of your sessions or packages, clients will gain access to their personal dashboard where they can interact with you. You will be able to offer value-added coaching using a range of tools, send automatic invoices, and more.

Create a session type

1. In the left menu, click Offers, then Session Types.
2. Use one of the three ready-made session types (edit them however you like), or click Create your own session type.
3. Fill in the details:
   • Session name: call it anything you like, such as “60-minute coaching session.”
   • Short description (required): a line about how the session works, such as “60 minutes of one-on-one coaching over Zoom.”
   • Session duration and Session location (Zoom, phone, Google Meet and more).
   • Availability and buffers: how far ahead people can book and how much notice you need, plus any Buffer times before or after.
   • Show on Public booking page? Choose whether prospects can book this from your Public Booking Page. Sessions shown there must be free for now.
   • Attach a form if you’d like people to fill something in before the session (optional).
   • Choose whether your current clients can book or buy this session type.
   • Session price.
4. Under Publication settings, set Status to Published (or Draft if you’re not ready) and choose where it shows: Show in Public Store, Show in Client Store, and Allow access via direct link.
5. Click Save & continue.

Congratulations! Your session is now available. Clients can buy it and book a time with you. You can also book times with clients yourself using this session type.

Create a coaching package

Many coaches choose to bundle their coaching sessions into packages, to foster a longer term commitment with their clients. They often offer a discount over the price of individual sessions.

1. In the left menu, click Offers, then Packages.
2. Click Create new coaching package.
3. Fill in the details:
   • Coaching package name: such as “Three months of coaching.”
   • Short description (required): a short summary of what’s included. It shows on your store card.
   • CTA button label: the words on your buy button. Choose Buy Now, Enroll, Book Now, Get Started or Join.
   • Choose number of sessions of each type: these can all be the same (for example, 12 60-minute sessions), or you can mix them up and add in check-in sessions.
   • Package price: you’ll see the Selected sessions total value, which is what the sessions would cost bought one at a time. Set a lower price if you want to reward the bigger commitment. The Discount (calculated) is worked out for you.
   • Store thumbnail (not required, but recommended): helps your package stand out in your Public Store and is also used on your sales page. Best size is 700 x 470 px.
4. Under Publication settings, choose Published or Draft and where it shows.
5. Click Save & continue.

Finish your sales page and checkout (optional)

After you save, two optional steps unlock:

• Sales page: we build one for you automatically. Click Click to edit description to add a longer description that gets prospects excited about what they’ll receive, or click Open full designer to redesign the page.
• Checkout: keep Use my standard checkout (Recommended), or choose Customize checkout for this product. Click Copy URL to grab the link to share, then Finish.

To come back later, click the menu next to any session or package and choose Edit details, Edit sales page or Edit checkout.

Conduct and administer your coaching easily

Your clients can buy your sessions and coaching packages from your Public Store, from the Client Store in their coaching portal, or from a link you share.

Once they do, your app will let you administer all aspects of your coaching, as well as create a rich and powerful coaching experience for your clients.

• Make appointments with your clients and schedule your regular coaching times together.
• Welcome your clients to coaching with your welcome package.
• Automatically send out and receive Coaching plans. Prepare for and follow through from coaching sessions effortlessly with targeted note-taking.
• Track all your coaching notes and client progress in their client file in Client management.
• Use a wide range of coaching tools including action items, journaling, goal-tracking, assessments, resources and feedback surveys.

Learn about all these aspects of coaching by reading about how coaching works using the LCH software.

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