As an Admin, you have the ability to create and sell company packages directly from the Delenta Admin Portal. Once created, these packages can be shared with clients, and when a package is purchased, you can assign a primary coach to manage the client.
1. Create a Company Package
To begin, the Admin must create a one-to-one package within the team portal. For detailed instructions on how to create and assign packages to coaches, please refer to this guide: Teams: How to Create and Assign Packages to Coaches
2. Share the Package
Once the package is created, you can easily share it with potential clients. Here's how:
Navigate to the Company Package page in the Admin Portal.
Find the desired package.
Click on the three dots and select Copy Link. This will copy the direct link to the package, which you can share with clients via email, message, or any other communication method.
3. Client Purchases the Package
When a client purchases the package using the shared link, the Admin will be notified. The next step is to assign the client to a coach.
4. Assign the Client to a Primary Coach
After the package is purchased, follow these steps to assign the client to a primary coach:
Navigate to the CRM menu of the Team Portal.
Find the client and click on their name to open their details.
You will see the "Change Primary Coach" option.ach
Click on Edit to update the primary coach.
Select the new coach from the list and save your changes.