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

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

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. Your welcome package will contain a welcome letter, a personal information form, a coaching information form and a coaching agreement. You can also add any of ... 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. We provide you with a default Welcome Package that you are free to use. But it's also easy to ed... Read more

Welcome packages and agreements

Where do I view forms from my welcome package?

How do I send out a welcome package and agreement to my clients?

What is a welcome package?

How do I customize my welcome package and agreement?

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