Overview

Updated Nov. 23, 2023 by Support

Legal & Finance contains two modules: Agreements and Invoices.

 
Agreements

To make things more official with your coachees, you can create a coaching agreement with them using the Agreements Feature. Establish your terms & conditions, schedule invoices in order to get paid on time. Agreements are un-fakeable records of who agreed to and when, and also an effective replacement for document signing services.

Legal and Finance Overview

 

Invoices

The invoicing feature can help you keep track of unpaid invoices and helps you send them on their scheduled sending date, it can be also connected to your with Quickbooks account, meaning that all invoices that you create on Coaching Loft will automatically reflect on your Quickbooks account. The invoicing feature is still being expanded to support more third-party integrations in the future.

 Legal and Finance Overview

 

Legal & Finances 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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