Overview
Delenta 2.0 provides an advanced, intuitive framework for designing, pricing, and managing high-impact Group Coaching Programs. This guide walks you through the comprehensive workflow to set up your group offers, configure customized multi-variant session structures, handle public visibility safety controls, and harness Delenta's automatic CRM group and shared resource generation capabilities.
With this updated workflow, you can successfully structure cohorts, manage program caps, deliver automated content, and oversee active group settings from a singular dashboard interface.
Who This Is For
Independent Coaching Practices: Best for specialized coaches scaling their one-to-one models into high-leverage group cohorts or masterminds.
Multi-Coach Organizations & Enterprises: Ideal for program administrators managing multiple coaches, cohort assignments, and centralized public landing page offers across a scaling brand.
Before You Begin
Before publishing a group program with a defined payment requirement, make sure your integrated payment processing pathways are configured:
Navigate to Integrations on the left navigation sidebar.
Verify that your connection to Stripe or PayPal is active. This ensures that paid group structures process client fees automatically and accurately update financial reporting metrics.
Step-by-Step Instructions
Step 1: Initialize Group Package Creation
Select Packages from the left-hand navigation panel.
Click the + Create button located in the top-right corner of the dashboard screen.
Choose Package Using Template to use a structured design layout, or select Package to build an offer completely from scratch.
From the template matrix selection screen, click on the Group Coaching block option.
Step 2: Configure Core Group Overview Settings
Verify Package Type: Ensure that the Group selection toggle is explicitly highlighted at the top of the interface.
Package Title: Define a precise public title for the program (e.g., 12-Week Signature Group Coaching Program).
Description: Use the built-in rich text editor to specify the core focus areas of the cohort, weekly expectations, peer-learning dynamics, and shared accountability structures.
Group Size: Input the exact maximum number of participants allowed in this specific cohort (e.g.,
10).Start Date: Select the calendar date your cohort officially launches.
ℹ️ This official start date displays prominently on the public purchase landing page so prospective clients can confirm their schedule compatibility before enrolling.
Tags: Apply relevant taxonomy terms (e.g., Group Coaching, Leadership, Team Development) to optimize searchability across your public directory.
Click Continue.
Step 3: Establish Session Rules and Formats
Delenta 2.0 allows you to offer either a structural, fixed block of group sessions or an open configuration format:
Option A - Standard Sessions Layout (Fixed Duration & Location): Choose Sessions if your cohort follows a singular recurrent structure (e.g., 4 sessions, each lasting 1 hour and 30 minutes, hosted on a designated conference system).
Option B - Session Plans Layout (Multi-Variate Session Bundling): Choose Session Plans if your group package includes varied structures within the same program timeline (e.g., bundling 2 mid-tier milestone review sessions with a separate extended final evaluation session).
Click + Add Another Session Plan to assemble additional session variations with unique titles, session durations, and individual location parameters.
Assign your session counts and pick your default integration delivery environment from the Select Your Meeting Location dropdown menu (e.g., MS Teams Meeting, Zoom Meeting, Google Meet, or In Person).
Click Continue.
Step 4: Map Out Your Pricing Models
Select the correct financial architecture for your group cohort:
Free: Best for pro-bono pilot groups, public introductory sessions, or complimentary internal team alignments.
Pre Paid: Select this option if your cohort participants paid via an outside channel or corporate invoice. Inputting the value ensures your internal dashboard metrics, client transaction history, and system-wide KPIs accurately represent total contract values.
Paid: Process transactions entirely online through your portal. Select Single Payment to mandate full up-front payment upon checkout, or choose Multiple Payment Plans to establish recurring installments or active product subscriptions.
Subscription Tiers & Counts: When utilizing recurring layouts (such as Weekly or Monthly billings), you can choose between Limited Payments or Unlimited Payments. If selecting Limited Payments, enter a specific milestone number in the Count field to dictate exactly how many structural billing cycles must execute before the payment plan automatically concludes.
Step 5: Establish Onboarding Checkout Requirements
Determine your compliance parameters for entry into the group cohort:
Accept Delenta terms & conditions: Requires enrollees to review and accept default platform terms and conditions.
Accept your own terms & conditions: Enables you to upload a custom programmatic or liability legal framework as a standard PDF that clients must view and check off before finalizing checkout.
Sign a coaching contract: Dynamically requires every group member to execute a legally binding digital contract prior to completing their checkout sequence. You can map a pre-configured template directly from your Contracts module.
Tip: Don't forget to create your contract templates before you start creating your packages.
Click Continue.
Step 6: Automate Content & Asset Distribution
Streamline post-purchase execution by embedding onboarding content delivery triggers directly into the checkout pipeline:
Add Resources: Enable this option to automatically drop introductory PDFs, welcome toolkits, or workbook files from your system drive directly into the client's secure dashboard area the moment they complete checkout.
Add Forms: Attach intake questionnaires, assessment sheets, or feedback loops that clients are prompted to complete upon cohort registration.
Add Courses: Link a self-paced, sequential online learning curriculum to the group package, unlocking structured course materials in tandem with live group coaching sessions.
Click Continue.
Step 7: Apply Advanced Configurations & Complete Setup
Custom Fields (Optional): Define data metrics to capture and route metadata through external automated integrations (e.g., mapping custom lead flags into tools like Zapier or outside CRMs).
Review & Share: Carefully examine your group package summary parameters on the confirmation layout page. You can customize the following final settings toggles:
Capture Client Phone Number: Mandates phone collection during checkout.
Publish to Profile: Decides if this group offer is publicly listed.
Coupon Codes: Toggle this on to accept promotional discount codes at the checkout window.
Click Publish.
Managing Group Packages & System Automations
Publishing a group coaching package automatically activates several background tools across your Delenta workspace to minimize administrative tasks:
1. Public Purchasing & Registration Landing Pages
Click View Page inside your setup editor to preview your live public landing page. This page dynamically showcases your program description, included courses, pricing structures, and your selected launch date. Clients can quickly click Get Started to execute their agreements, submit payments, and join the cohort.
2. Automatic CRM Group Creation
The moment a group package is published, Delenta instantly creates a dedicated group entity within your CRM -> Groups directory with a matching title.
Member Onboarding: When a client purchases the group package online, they are automatically added to this CRM group list. Alternatively, you can click + Add Members inside the group file to manually enroll existing clients into the cohort.
Centralized Team Operations: From this specialized team portal area, you can easily view active client statuses, review past touchpoints, log group-wide journal updates via the Notes tab, and assign collective milestones using the Tasks tab.
3. Integrated Shared Resource Vaults
The platform instantly provisions a corresponding, secure storage repository within your Resources folder structure titled "Shared with [Your Group Package Name] System".
Any document, tool, or video file uploaded or moved into this automatic folder structure is instantly shared with every member of the cohort, making content distribution simple and secure.
4. Group Session Scheduling Controls
To see active cohort paths, click the Packages tab within your CRM Group view. This tab lists overall program details, total session allotments, and outstanding session counts.
⚠️ Important Scheduling Rule: To preserve cohort alignment, only the Coach can schedule group coaching sessions. Cohort clients can view the calendar events on their personal dashboards, but they do not have the ability to request custom session times independently.
To schedule a session, click Schedule Now or Create Session next to the designated session placeholder within the package management module.
5. Automated Public Cap Enforcement
Once the number of active enrollees matches the exact limit defined in your Group Size field, Delenta's safety controls automatically hide the package from your public profile page. This hard cap prevents unexpected over-enrollment, ensuring you maintain optimal group sizes across all cohorts.
Helpful Actions Sidebar Menu
Click the vertical three dots (...) next to any group package on your dashboard to use fast system management tools:
Publish Package / Unpublish Package: Instantly hide an active cohort offer from your profile page without disrupting your configuration settings.
Edit Package: Adjust descriptions, update session plan criteria, or tweak parameters mid-cycle.
Copy Package: Instantly clone a successful group structure to set up a brand-new cohort or tier in seconds.
Delete Package: Safely remove a package from your workspace. You can choose to delete the template from Delenta only (preserving historical transaction settings in Stripe/PayPal) or clean your system completely by selecting to delete it from both Delenta and your payment processor gateway.
Summary / Next Step
Now that your group coaching program is configured and live, copy your package checkout URL or view the public landing page to verify the user experience. You can confidently share this registration link with your community, open up applications for your upcoming launch date, and let Delenta automate your group onboarding, portal configuration, and asset distribution pipelines!