Offerings for Existing Clients

You can let your existing clients know that they can essentially “self serve” to sign up/pay for your other Offerings as essentially “add-ons” to their coaching package with you.


Just direct that client to your Offerings either embedded on your website or with the direct page link (found by clicking the "Embed / Link..." button for that Offering).



Links for these Offerings are readily sharable in-app, either as Messages you post, in Whiteboards, and so on.


If your client signs up with the same email they have on file with you (or is already logged in as themselves when signing up), that signup will have the effect of adding to their existing client account. That includes scheduling an Appointment, taking a Course, joining a Group, filling out a Worksheet, signing a new Agreement, or starting a payment plan.



In-App Access for Established Clients

You can also allow current clients to sign up for an Offering inside the app. This is nice for pay-per-session setups.

Setting Up Offerings for Established Clients

Making certain Offerings accessible in-app to your clients is as simple as creating an Offering Collection, choosing one or more Offerings to be part of that collection, and checking the “List this for in-app access by established clients” checkbox, like so:

When you dedicate Offering Collections as listed for in-app access, your clients will see them as new items in their top-right user menu.

If there’s just one such collection, it appears by name in the menu:

If you create more than one to be client-facing, they’ll appear in the “Offerings” sub-menu:

If you designate the Offering Collection as available only to your established clients, anyone who accesses that collection when NOT already logged in (say, if they get to it by the direct URL rather than the the in-app link) will be redirected to log in first.  In this way, by checking both check boxes you can designate collections of Offerings that are truly meant only for your established clients, and not the prospective ones.

The Client Experience

When your client clicks on the collection, they’ll be sent the the Offerings Collection page to choose and sign up (or purchase).

Unlike the usual flow for new clients, they’ll not need to fill in their name and email, since that is naturally already known. The other key difference is that they’ll be able to use any payment cards they have on file to make purchases, making the process as quick and seamless as possible.

As you would expect, their signing up for a new Offering this way has whatever effects occur on their existing client account, rather than creating a new client account.

These effects can include:
  • Scheduling themselves for an appointment (this can be one that they might not otherwise be able to schedule themselves for)
  • Paying for an appointment
  • Purchasing several appointments by way of a new Engagement
  • Participating in a Course
  • Gaining membership into a Group
  • Having a new Client Agreement to agree to