Offering Agreements

One possible component of an Offering is an Agreement, meaning you can choose one of your Agreement Templates that is meant to be part of the Offering.

If you do this, an Agreement based on that chosen template will be automatically issued to clients who sign up for the Offering.

One thing you'll notice is that actually filling out the Agreement is NOT part of the Offering's sign up process, and that may have you wonder when client will be presented with that Agreement.

This is by design, and the reasoning is a matter of basic conversion optimization: it is generally favorable to NOT have the process of signing up for your Offerings any more cumbersome than is necessary.

So when will they be presented with it?

Clients who sign up for your Offering will see and be able to agree to the Offering Agreement when they first go to register their account with you, either by:
  • clicking the register button (if you include the [registerButton] magic tag in your Offering's On Screen Welcome message), or
  • clicking the registration link in the Offering's confirmation email (if you include the [magicLink]magic tag in that template), or
  • whenever they go to register their account in response to an invite email you may manually send them later.

What about letting clients know what they're getting in to?
This is sometimes a concern: if clients are signing up for or purchasing an Offering, they ought to know what it is they're getting themselves into.

It is generally sound advice that whatever the terms of your Agreement are, they should not regularly be a deal breaker for your clients.  If they are, this may be an sign that those terms are worth revisiting.

If, however, your terms are what they are and it's genuinely important that clients be able to review them prior to signing up, you'll then want to publish or otherwise make those terms available prior to directing someone to your Offering widget or standalone page.

Ultimately, presenting your would-be sign ups with Agreements AFTER signing up is a calculated tradeoff.  It is one that, on balance for most coaches, favors closing more clients.