Create a one-to-one coaching Package
On your coaching portal, you are given a set of steps that needs to be completed to create coaching packages.
Just click on the “Coaching Packages” section on your portal to create coaching packages. Let’s create our first package by clicking on the “Create Package” button.
Select One to one coaching package and you will be asked to add a title to your coaching packages.
Define the package title, description and attach T&C's of the package if any.
2nd step is to specify your session information such as session type (Unlimited or limited) , and number of sessions, and chose the package type, this is either free or paid.
Note: If you are creating unlimited sessions, then you have the option of adding an expiry date to expire the sessions, meaning the package
If you are creating a paid package then you'll need to define the price of the package. You can choose to add recurring payment plans.
Please note you must connect your Stripe or PayPal from the Integrations page before attempting to create a paid coaching package.
Setup Recurring Payment Plans
You can now provide the option to your client to set up recurring payments. In our example, we are designing a monthly recurring payment for clients who decide not to go for the upfront payment. Once a client subscribed to your recurring payment plan the money will be collected automatically and billing information will be shared with both coach and the client through emails and the portal.
You can set up a recurring plan to collect money automatically daily, weekly, biweekly, and monthly.
To set up recurring plans, click +Add Another Payment Option
In this example, we are creating a monthly and a bi-weekly recurring payment for clients.
You need to enter the amount that they need to pay and the times they need to pay that amount. In this instance, the coach has decided to offer a full payment option of $1000 or $200 x 5 months.
Make sure you add a detailed and clear description of your coaching services in the description field. If required, you can include images in the description section of the package too.
If you want to upload any terms and conditions of the package or your coaching service offering you can upload them here for clients to give their consent at the time of purchasing the package. Including terms and conditions in your coaching package is optional. You are able to create a coaching package without one.
This should be uploaded as a PDF file to the coaching package area:
You can attach file from your device or
You can attach a file from the My Resources area
If you would like your coaching package to be visible on your profile and available to be purchased by others immediately then select Publish this to my public profile check box. If you do not want your coaching package to be displayed on your public profile immediately then leave this option unchecked, you can always publish your package at a later time.
Click the Create Package button to create the coaching package.
Publishing a coaching package
There are mainly two ways that you can share a coaching package with potential clients to purchase them:
1. Publish the coaching package to your profile
The picture below shows how published packages are shown in the coach's profile for clients to purchase.
2. Share the unique package link with customers by copying the package link and share with them directly.
Just locate the package you want to share and click the three dots in the right top corner of the package. Then click on the Copy Link button of the package and send the link through email or any other way to your client.
Registering to a package
When your client is ready to register for a package, they can do so in one of two ways:
Click the unique package link you've shared with them.
Visit your profile page and click the BOOK button.
This will take them to the package registration page, which looks like this:
From there, your client will enter their contact details and proceed to the checkout page to complete the payment. If the package is free, they will be immediately onboarded to their client portal, where they can begin requesting sessions.
Unpublish a coaching package
If you do not like others to see a package in your landing page then click on the "Unpublish Package" option to unpublish the package to your public landing page.
Once the package is hidden the option will automatically change to Un-hide Package as shown in the screen above
If you have any further questions on the package creation process please send an email to support@delenta.com.
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