Welcome packages and agreements

How do I send out a welcome package and agreement to my clients?

Your welcome package, including your coaching agreement, will be sent out automatically to your clients as soon as they purchase coaching from you. You can customize your welcome package any way you like.    Read more...

What is a welcome package?

Welcome your clients to coaching with your welcome package, which will be sent out automatically after a client purchases coaching with you. Your welcome package will contain a welcome letter, a personal information form, a coaching information form and a coaching agreement.     Read more...

How do I customize my welcome package and agreement?

It's easy to edit any part of your welcome package. Just access Coaching and Course Tools, located under the Coaching & Courses drop-down in your dashboard menu. Then choose Welcome Package Forms from the left hand menu.    Read more...

Where do I view forms from my welcome package?

The information your client submits on the personal information form and coaching information form will be visible from the client's Portrait page in Coaching management. Click on your client's name to expand the drop-down menu and then select Client portrait.    Read more...

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