Welcome to Coaching.com—your new sidekick in managing and scaling your coaching practice! 🎉 Whether you’re juggling multiple clients, trying to keep your schedule straight, or finally ditching those messy spreadsheets (we see you!), this platform is here to make your life easier.

After creating your account, you’re just three simple steps away from being fully equipped to coach like a pro. Let’s get you set up and ready to go! 🚀✨

Here are the first three essential actions to take so you can start coaching your clients right away:

Create Your First Engagement Template

Watch this video on creating your engagement template. This template will serve as a clear outline of your client's coaching journey, from start to finish.

You can also take a look at this article to see this process through step-by-step instructions.

Add Your Clients

Watch this video that shows how to add your clients to the platform. By doing so, you can organize and track your sessions effectively, ensuring a seamless coaching experience.

You can also take a look at this article to see this process through step-by-step instructions.

Activate Your First Client Engagement

Watch this video on how to activate your first client engagement on the platform. This step will establish the connection between your clients and their personalized program. They will receive a warm welcome message, pre-work materials, and the ability to schedule their first session.

You can also take a look at this article to see this process through step-by-step instructions.

💡 Home: Lost? Click the “Home” icon to return to the main dashboard anytime. 🏠

By following these steps, you'll unlock the full potential of your Coaching.com Membership and enhance your coaching practice significantly.

We're happy to be part of your coaching journey and are excited to see you thrive on our platform.

Please reach out if you have any questions. Simply get in touch via chat or email [email protected] and a Customer Success Advocate will be in touch.