Welcome packages and agreements
How do I send out a welcome package and agreement to my clients?
When you onboard your client, you can choose whether or not to send out a welcome package. If you choose to do so, your welcome package, including your coaching agreement, will be sent out automatically when you finish the easy onboarding process. You can customize your welcome packag... Read moreWhat is a welcome package?
Welcome your clients to coaching with your welcome package, which will be sent out automatically after a client purchases coaching with you, if you select this step during Onboarding. Your welcome package will contain a welcome letter, a personal information form, a coaching information form and ... Read moreHow do I customize my welcome package and agreement?
A Welcome Package is a great way to welcome your clients. We'll send it out automatically for you, so you don't have to. But if you want, you can also disable Welcome Packages for some or all clients when you onboard them. We provide you with a default Welcome Package that you are free to use. Bu... Read moreSupport Quick Links
Support Articles by Category
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- I am already coaching. What can LCH coaching software offer me?
- How does coaching using LCH coaching software create added value for my clients?
- Can I coach my pre-existing clients using LCH coaching software?
- I’m a new coach. Can I coach using LCH coaching software and list myself in the directory?
- How does LCH coaching software help me expand my business?
- How does LCH coaching software save me time and hassle?
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- Can I offer a freebie or lead magnet to gather client leads onto a mailing list?
- How can I market myself to reach more clients?
- What are coaching requests and client leads?
- Do I have to pay for client leads if I have one of the software or marketing plans?
- How can your coaching app help me get more clients?
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- How do I onboard my clients?
- What is the Progress Stream?
- How do I deactivate a client?
- How do I give access to my existing clients to coach with me?
- Are my client’s previous answers and progress reports archived?
- 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?
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- How do I create Available time slots?
- 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?
- What appointments can a client see in their calendar? Will they see all of my appointments?
- Are my clients reminded of appointments and other tasks in their own time zone?
- How will I know if my client has cancelled an appointment?
- How do I set aside available blocks of time when I am free to see existing and new clients?
- Can prospective clients and those interested in knowing more about me schedule appointments?
- How do I cancel or change an appointment?
- How do I schedule my online coaching?
- How do I create appointments with my clients?
- How do free initial coaching appointments work?
- How do I let prospective clients know that I am available for a free initial consultation?
- How does LCH coaching software save me time and hassle?
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- How can I take and send Coaching Notes?
- How do I send a summary of my session with my client?
- Why isn’t the Submit Plan button showing for my client?
- How do I customize my Coaching Plans?
- Why should I use Coaching Plans with my clients?
- How do I use Coaching Plans and Coaching Notes with my coaching clients?
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- How do I deliver coaching content to my clients automatically?
- 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?
- Are all my coaching forms and tools saved?
- Can I edit or create my own coaching forms and tools?
- What Coaching Forms and Tools are available for coaching my clients?
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- What is 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 set up my Public Store?
- 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?
- How do I create a coaching offering that I can sell to clients?
Frequently Asked Questions
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How do I keep track of my client data, session notes, and progress?
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What Coaching Forms and Tools are available for coaching my clients?
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How do I get listed in the coaching directory?
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How does Life Coach Hub generate referrals and new clients for me?
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How do I use Coaching Plans and Coaching Notes with my coaching clients?
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What is a welcome package?
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What are coaching requests and client leads?
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How do I use journaling with my coaching clients?
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How does coaching using LCH coaching software work?
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How do I get started coaching?