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Welcome packages and agreements

How to onboard your clients professionally with a welcome package

Your Welcome Package gives every new client a professional, organized start inside LCH Core. Instead of sending separate emails, attachments, agreements, intake forms, and resources manually, you can send one polished package as part of your client onboarding process. This saves time, creates ... 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 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 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

What to do if a client misplaces their Welcome Package link or portal invite

It happens. A client signed up, got the welcome email, then lost it in their inbox. Or they thought they’d come back to it later and never did. Or they forgot which email address they used. Here’s how to fix any of those in under a minute. Resending the Welcome Package link If the client g... Read more

How to create different Welcome Packages for different client types

You can build as many Welcome Packages as you want in LCH Core. Most coaches start with one and never realize they could build several. Different client types need different onboarding, and once you have a few in your library, you stop reinventing the wheel. Here are the most common Welcome Packa... Read more

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