Setting Up Products, Payments, and Promotions in Your Coaching BrandPack
Get Ready to Get Booked and Paid. All in One Place
Getting your products, services, and promotions set up is a game changer for any coaching business. With your Coaching BrandPack, you can offer one-time programs, subscriptions, and custom promotions—all while making it easy for clients to book and pay. This guide will walk you through everything from connecting payments to launching your next special offer.
Create Your Products and Services
- Go to the Payments section of your dashboard.
- Add your main offers: mentorships, workshops, assessments, or coaching bundles.
- For ongoing coaching (like a 6-month or year-long package), set up a subscription so clients can pay automatically on a set schedule.
- For single sessions or programs, create each one as a product so you can invoice clients directly.
Set Up Payments and Invoices
- Connect your payment processor (Stripe is recommended for the smoothest experience).
- Choose between one-time invoices, payment plans (split payments), or subscriptions.
- You can add discounts, apply coupons, or even set late fees.
- When you send an invoice, clients can pay by ACH or credit card, and the system can automatically charge future payments if needed—no more chasing down money.
- If you want a simpler process, send a payment link for quick payments without a full invoice.
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Launch Promotions and Apply Discounts
- Use the Promotions section to set up seasonal, quarterly, or special offers.
- Create promo codes (fixed or percentage) for discounts on select services.
- Set up automated email campaigns to promote your current offer using custom values—so your latest promo always shows up in your emails and landing pages.
- Use the website and landing page tools to feature your current workshop or offer; just update the URL in your custom values.
Customize, Clone, and Keep Things Simple
- Want to run the same promotion later? Just clone an existing landing page or offer, update the details, and go.
- Use custom values to keep your branding and promos up-to-date across your emails, website, and more—make one change, and it updates everywhere.
- Everything is designed to be fully customizable, but ready to use right out of the box.
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By setting up your products, payment options, and promotions in your Coaching BrandPack, you’ll have a system that makes it easy to sell, book, and get paid—all while giving your clients a smooth and professional experience. No more manual follow-up or scattered offers—just one organized place for your whole business.
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