Coaching Packages - Overview

Updated Jul. 15, 2020 by Support

Step up your marketing and promote your own Coaching Packages. This feature helps you to compose and build Coaching Packages from making a single product to making it into a package that you can promote on your Coach Profile, website, and social media accounts, to help you get leads and capture the attention of people that might be interested in you as their coach.

 

The Coaching Packages feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

Setting up Products

Before you can build a Coaching Package, your coach account should have an available product listed at the Products section within your coach account. Products are reusable items that you can include on your Coaching Packages.

To simply put it, a Coaching Package is a set of products/services you defined in the platform.

To create a product:
  1. From the Coaching Packages, click the "Manage Products" button.
  2. You will be redirected to the Products list panel, click the "+ New" button at the top right side of the panel.
  3. Fill up all the fields as required.
  4. Click the "Save" button once done.

 

What's Next?

Include the products to a Coaching Package on your Coaching Packages list. For a guide on how to create or manage your Coaching Packages, visit the guide "Managing your Coaching Packages".

 

The Coaching Packages feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

Managing your Coaching Packages

The Coaching Packages or "My Packages" panel is where you can see all the coaching packages you created on the platform. From here you can share coaching packages to your social media accounts by using the social media icons found at the bottom of each of your packages. 

 

Creating/updating a Coaching Package

To create a new Coaching Package:

  1. To create new, click the "+ New" button at the top right side of the panel. You will be redirected to the form where you create the package.
  2. To update, click the coaching package card withing the Coaching Package panel.
  3. Fill up all the required fields accordingly:
    - Package Name
    - Package Description
    - Products field
    - Currency field
    - Amount/pricing field
  4. Click "Save" once done. 
Notes:
  • Uploading or including a cover photo to the package makes the coaching package it more presentable.
  • The Duration field has two types:
    • Indefinite: Selected by default, choose this option if the package doesn't have a fixed timeframe.
    • Timed: This option allows you to set a timeframe for the package (eg. 3 months of business coaching).
  • Selecting products automatically adds up it's value to the total amount of the package, but you can still adjust the total amount/pricing of the package to your liking.
  • Setting the status of the package to draft makes the package not available to the public.
Quick Video (No Audio)

 

Viewing the coaching package page

To view your coaching package pages click the "Eye" icon found at the social media buttons section at the bottom of your package. Upon clicking the view button, you will be redirected to the coaching package page on a new tab or window.

 

 

The Coaching Packages feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

Managing Inquiries to your Packages

If someone had sent an inquiry from one of your coaching packages, it will go to the Package Inquiries panel found right below the Coaching Packages panel. The coach will be notified via email at the same time as the inquiry has been submitted by the visitor from the Coaching Package page.

It's up to the coach how will they contact the person to conduct an initial call or discovery session. The coach can send his preferred Appointment Scheduling Page to the inquirer.

Initially, the inquiry status is always set to "Pending", once the coach contacted the inquirer, the coach can set it to "Contacted" and possibly create Agreement from there by clicking the "Create Agreement" button. To know more about creating Agreements, visit our guide Legal & Finance.

 

The Coaching Packages feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.

 

GO TO MEMBERSHIP LEVELS PAGE

 

 

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