As the account holder or admin of your team, you have the ability to invite clients to your coaching platform. By sending an invitation, you grant your clients access to their dedicated client portal, allowing them to collaborate with you or the assigned coach based on their specific coaching assignment.
Inviting Clients as an Account Holder or Coach Admin
As the account holder or a Coach Admin, you have access to both the team and coach portals. You can invite clients directly to either portal based on your needs. There are two primary methods for inviting clients:
Method 1: Inviting Clients from Your Team Portal
Log in to your team portal and navigate to the CRM section.
Click the "Invite Clients" button.
Fill in the required details for the client:
Name
Email Address
Client Type
Optional: Add a brief message
Click "Invite Now" to send the invitation. This will trigger an email to your client containing the invitation to the portal.
Method 2: Inviting Clients from Your Coach Portal
Log in to your coach portal and go to the Contacts page.
Click the "Invite Clients" button at the top of the page.
In the "Invite to a Dedicated Client Portal" pop-up, enter the client’s details.
Click "Invite Now" to send the invitation, which will trigger an email to your client with the portal invitation.
Inviting Clients for Another Coach on Your Team
As the account holder or an admin, you can also invite clients on behalf of another coach within your team.
Prerequisites:
Before you can invite a client for another coach, ensure that your team members or coaches are added to your portal. [See how to add coaches to your account.]
Go to the team portal and navigate to the CRM section.
Click the "Invite Client" button at the top of the page.
Fill in the client’s details (Name, Email, and any additional message).
Select a coach from your team to assign the client to.
Add any relevant message and click "Invite Now." This will send the invitation from your team account name, not from the individual coach, to the client’s email.
The assigned coach will be notified via email regarding the new client assignment.
Assigning a Package When Inviting a Client
To assign a package to a client during the invitation process, ensure that the desired package is available in your account or the assigned coach’s package list.
Go to the team portal and select the CRM section.
Click the "Invite Client" button.
Fill in the client’s details (Name, Email, and any additional message).
Select the appropriate coach and/or package.
Tick the "Assign Package to Client" checkbox.
Choose a package from your list or the coach’s list.
Add a message (optional) and click "Invite Now" to send the invitation with the assigned package.
Note: Assigning a package during the invitation process does not trigger a payment. The package is simply added to the client’s record, and upon accepting the invitation, the client can begin utilizing the package.
The Client Experience
Once the invitation is sent, your client will receive an email with a link to their client portal. After accepting the invitation, they will be guided through the onboarding sequence for the client portal.
Upon completion of the onboarding process, your client will be directed to their dashboard, where they can view their assigned coach’s greeting message and package information. They will be able to begin collaborating with their coach immediately, including sending messages, requesting sessions, and viewing any tasks or notes provided by their coach.
Frequently Asked Questions
Can I assign multiple packages to clients at the time of inviting them to the portal?
No, currently only one package can be assigned per client during the invitation process. A feature for assigning multiple packages is expected to be available in early Q1 2025.Can I assign group packages to clients?
Yes, you can assign group packages as long as they are already listed on the coach’s package list. If you are an admin, you can assign group packages available within the coach’s portal.
How can I get clients to pay for packages?
When assigning a package to a client at the time of invitation, no payment link is triggered. If the package is pre-paid, it will be added to the client’s record. If payment is required, send the client a direct payment link from the package page. Once the client completes payment, they will automatically receive the invitation to their portal.How can I assign a package to an existing client?
Currently, it is not possible to assign a package to an active client. This feature is under development and will be available in early Q1 2025.