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Welcome packages and agreements

Where do I view forms from my welcome package?

The forms in your coaching welcome package will make up your client's Coaching Portrait. It's easily accessible on the Settings page of their fin your client's folder in Client Management. This makes it easy to review important details such as spouses name, birthday, successes, strengt... Read more

What 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 more

How 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 more

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