Coaching — overview

How coaching differs from courses, post-purchase flow, and chat

Why coaching

Coaching is 1:1: the client buys a program, fills an intake form, gets assignments, and chats with you. Use it when you need feedback, not only a fixed video schedule — see Courses.

	Course	Coaching
Scale	Many buyers	Individual work
Content	Fixed program	You update assignments
Chat	Per course, optional	Private per client
Intake	No	Intake after purchase

Create a program

Create coaching.
Describe the format (duration, contact frequency, what’s included), price, cover.
Optional welcome video (library or upload).
Configure intake before active sales.
With confirmed verification — Submit for moderation.

After approval — listed like courses or meal plans.

After purchase

Purchase → Intake → You see them in Clients → Assignments + chat → Weekly updates

Client completes intake from the coaching page.
You see them in Clients.
In the client card — answers, assignments, chat.

Stage	Client	You
Right after purchase	“Complete intake” step	New client notification
After intake	Waits for plan/message	Chat + first assignments
Ongoing	Marks completion	Adjust assignments

Chat

Each client has a private thread — not one group for all. Entry points: coaching page, client card, My chats.

Coaching chat is separate from course chat_enabled.

Analytics and money

Statistics per program;
Payouts like other products.

Common mistakes

Vague format in the description — clients expect daily chat, you planned weekly.
No intake before sales — you collect data manually in chat.
Treating coaching as “course with chat” — coaching = assignments + intake.