How to Embed an Event Booking Page on your Website

How to Invite Contacts or Prospects to Your Coaching Programs

How to Create a Custom Program for Clients

Scheduling Feature Overview

Managing a Coaching Program with your Client

How Clients can E-sign Contracts When Enrolling to Your Coaching Program

How Clients E-sign Contracts

What do the ‘Cancel’ and ‘Reschedule’ booking pages look like?

How to use the Notepad Widget for Taking Session Notes

Contracts Feature Overview

Program Enrollments Page Overview

How to View Form Responses

How to Embed your Coaching Program Sign-up Page to your Website

Archiving Invoices

How to Sign Up for CoachVantage

How to Share Files with Clients

How to Cancel Your Subscription

How to Confirm Your Subscription to a Paid Plan

Contracts on Individual Contact Record Page

What is an Active Form

How to Send a Form

How to Create a Form

Forms Page Overview

Creating Invoices without Stripe or PayPal Integration

What does my Event Booking Page look like?

Invoice Feature Overview

Invoices on Individual Contact Record Page

How to Create an Event

1:1 Coaching Programs - Feature Overview

'View Event Bookings' Page Overview

Resource Library - Files & Templates

How to Include, Remove or Edit Coaching Time in Your Coaching Log

How to Enable Automatic Logging of Coaching Time in Your Coaching Log

How to Create a New Appointment with Your Clients

Calendar Page Overview

Forms on Individual Contact Record Page

Programs on Individual Contact Record Page

Coaching Logs Overview

Notes on Individual Contact Record Page

Files on Individual Contact Record Page

How to Create One-off Invoices and Recurring Invoices

Individual Contact Record Page

Sessions on Individual Contact Record Page

Profile on Individual Contact Record Page

Exporting Contacts

How to Login to Your Account

Your Dashboard

Inviting Contacts To Create A Client Portal Account

Contacts Page Overview

Archiving Contacts

Tagging Contacts

How to Take Notes in the Client Portal

How to E-sign a Contract in the Client Portal

How to Access My Coaching Programs in the Client Portal

How to View your Coach's Profile in the Client Portal

How to Access Coaching Program Resources

How to use the Resource Library in the Client Portal

How to Respond to Forms

How to Manage Coaching Goals

How to Manage Coaching Assignments

How to Book Sessions (Appointments) with your Coach

How to Pay Invoices in the Client Portal

How to Sign Up to a Coaching Program in the Client Portal

Client Portal Dashboard

Signing up for a Client Portal

How to Upgrade Your Subscription or Change to Annual Billing

How to Send Contracts

Connecting to Zoom

Your Branding on CoachVantage

Connecting to Payment Gateways

Connecting Your External Calendar

Manage your Availability Type Settings

Invoice & Payment Settings

Appointment and Calendar Settings

Your Profile Settings

Adding Contacts

How to Create a Coaching Program (Standard Program)

How to Easily Embed Videos in the Note Editor

How to Take Session Notes and Share with Clients 

What does my Coaching Program Sign-up Page Look Like?

How to Set Up Payment Options for your Coaching Programs

Group Coaching - Feature Overview

How to Create Automations for Your Coaching Programs

CV Meet - Native video & audio communication tool

CV Meet - Plan allowances and add-ons for call time and data storage

CV Meet - How to record meetings, download and share recordings

How to Create a Quick Start Program for Clients

How to Configure Automations for Client To-Do's 

How to Create a Group Coaching Program

CV Meet - How to share call recordings with clients automatically for all calls related to programs

How to Enroll Clients to your Group Coaching Program

Group Coaching - How to manage group members and create cohorts

Signing Up & Subscription

How to get your account set up the first time

Getting Started 

How to use the integrated video communication tool

CV Meet - Native Video & Audio Communication Tool

How to manage all your clients and prospects

Contacts

View all your appointments on your CoachVantage Calendar page

Calendar

How to create an online booking page for prospects to book appointments

Scheduling (Events)

Learn how to create coaching programs and enrol clients

1:1 Coaching Programs

Learn how to enrol clients into your coaching programs and start the coaching journey

Managing Coaching Programs with your Clients

Learn how to create group coaching programs

Group Coaching

Learn how to take session notes and share with clients

Notes

How to create and send forms to clients and create intake forms

Forms

How to create and send contracts to clients for e-signature

Contracts

Save your files and documents to CoachVantage 

Resource Library

How to create and send one-off and recurring invoices

Invoices

Coaching Log

How to use the Client Portal as a coachee

Client Portal (Getting Started for Coachees)

Frequently Asked Questions

In this article, we will show you how to embed the Event Booking page on your website, as well as how to place a 'Book Now' button on your website.First, click on 'Scheduling' on the left menu. You will be taken to the Scheduling page where you will be able to see all the Event cards (see image below).1. Click the 3-dot button on the event card, then click on 'Website Embed'.<a href="https://downloads.intercomcdn.com/i/o/521751064/934d20a493336e0d1c72e5ef/image.png"><img src="https://downloads.intercomcdn.com/i/o/521751064/934d20a493336e0d1c72e5ef/image.png"></a>2. A window would pop up and you can then copy the HTML code for either the 'Book Now' button or embedded booking page.<a href="https://downloads.intercomcdn.com/i/o/521751170/d3418835f622b286dd4ba622/image.png"><img src="https://downloads.intercomcdn.com/i/o/521751170/d3418835f622b286dd4ba622/image.png"></a>3. Next, go to your website builder and find the 'Embed HTML' tool (these tools may differ in appearance)<a href="https://downloads.intercomcdn.com/i/o/521751211/91e28c6a5731ce9661ae1b2c/image.png"><img src="https://downloads.intercomcdn.com/i/o/521751211/91e28c6a5731ce9661ae1b2c/image.png"></a>4. Copy the HTML code into Embed HTML tool.<a href="https://downloads.intercomcdn.com/i/o/521751421/355cd9aeadec78d5014bca4c/image.png"><img src="https://downloads.intercomcdn.com/i/o/521751421/355cd9aeadec78d5014bca4c/image.png"></a>5. Click 'Apply' and it should now be embedded on your website.<ul style="list-style-type:disc;"><li>Book Now button</li></ul>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<a href="https://downloads.intercomcdn.com/i/o/521752219/1bf61c5d84c722437bc4a629/image.png"><img src="https://downloads.intercomcdn.com/i/o/521752219/1bf61c5d84c722437bc4a629/image.png"></a><ul><li>Booking page</li></ul><a href="https://downloads.intercomcdn.com/i/o/521752468/9b17907efef6ffb4b51da3cf/image.png"><img src="https://downloads.intercomcdn.com/i/o/521752468/9b17907efef6ffb4b51da3cf/image.png"></a>&nbsp;&nbsp;

In this article, we will cover the 3 ways that you can invite your contacts or prospects to sign up to a coaching program:<ol><li><a href="https://coachvantage.productfruits.help/en/article/how-to-invite-contacts-or-prospects-to-your-coaching-programs#1.-from-the-programs-page">From the Programs Page</a></li><li><a href="https://coachvantage.productfruits.help/en/article/how-to-invite-contacts-or-prospects-to-your-coaching-programs#2.-from-the-individual-contact-record-page">From the Individual Contact Record Page</a></li><li><a href="https://coachvantage.productfruits.help/en/article/how-to-invite-contacts-or-prospects-to-your-coaching-programs#3.-via-a-url-link">Via a URL link</a></li></ol><hr><h2>1. From the Programs Page</h2>You can invite saved contacts to sign up to a coaching program from the Programs Page, after you have created at least one Standard Program.(to learn how to create a Standard Program, refer to <a href="https://coachvantage.productfruits.help/en/article/how-to-create-a-coaching-program-standard-program">this article</a>)When you invite contacts to sign up to a Standard Program, CoachVantage will automatically send an email, notifying them that they have been invited to sign up to your program.The invited contact will need to click on a link in the email that will take them to the program sign-up page. They will need to complete the necessary steps on the sign-up page, to confirm their enrollment into the program.To invite contacts to a Standard Program:&nbsp; &nbsp; 1. Click on Programs on the left menu.&nbsp; &nbsp; 2. Click the 3-dot button on the Program Card of the program that you'd like to invite your clients to.&nbsp; &nbsp; 3. Click 'Invite Clients'.&nbsp; &nbsp; 4. Select the contacts you wish to invite using the drop-down selector.&nbsp; &nbsp; &nbsp; &nbsp; Note: Although you can select multiple contacts to invite in one go, they are enrolled as individual clients into the&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; program (this is not a group invitation as CoachVantage does not currently support Group Coaching).&nbsp; &nbsp; 5. Click 'Send Invite'.&nbsp; &nbsp; 6. An email will be automatically sent to the selected contact(s), notifying them that you have invited them to sign up to&nbsp;&nbsp; &nbsp; &nbsp; &nbsp;the coaching program.<a href="https://downloads.intercomcdn.com/i/o/485043385/1a3bc19f40892b88ded32196/image.png"><img src="https://downloads.intercomcdn.com/i/o/485043385/1a3bc19f40892b88ded32196/image.png"></a><a href="https://downloads.intercomcdn.com/i/o/523874117/04e6fd824ddfe2ddf5c35f9e/image.png"><img src="https://downloads.intercomcdn.com/i/o/523874117/04e6fd824ddfe2ddf5c35f9e/image.png"></a>&nbsp;<a href="https://downloads.intercomcdn.com/i/o/523874531/9064e24892a8abfe440694b3/image.png"><img src="https://downloads.intercomcdn.com/i/o/523874531/9064e24892a8abfe440694b3/image.png"></a><a href="https://downloads.intercomcdn.com/i/o/523874626/7d46c820f7c1db1878705718/image.png"><img src="https://downloads.intercomcdn.com/i/o/523874626/7d46c820f7c1db1878705718/image.png"></a><hr><h2>2. From the Individual Contact Record Page</h2>You can invite an individual contact to sign up to a coaching program from the Individual Contact Record Page.This method allows you to select the type of coaching program you wish to invite your contact to - Quick Start Program, Custom Program, or Standard Program (refer to <a href="https://coachvantage.productfruits.help/en/article/how-to-create-a-coaching-program-standard-program">this article</a> to learn more about these various program types).To invite a contact to sign up to a program from the individual contact record page:<ol><li>Click Contacts on the left menu.</li><li>Select the contact that you would like to invite to a program.</li><li>Click on 'Start New Program' button and select the program type (i.e. Quick Start Program, Custom Program, Standard Program) from the drop down selector.</li><li>Refer to these articles for detailed steps of each program type.</li></ol><ul><li><a href="https://coachvantage.productfruits.help/en/article/how-to-create-a-coaching-program-standard-program">How to Create a Coaching Program (Standard Program)</a></li><li><a href="https://coachvantage.productfruits.help/en/article/how-to-create-a-quick-start-program-for-clients">How to Create a Quick Start Program</a></li><li><a href="https://coachvantage.productfruits.help/en/article/how-to-create-a-custom-program-for-clients">How to Create a Custom Program</a></li></ul><a href="https://downloads.intercomcdn.com/i/o/481666806/151e1c268a58a8ebf49fa7fa/image.png"><img src="https://downloads.intercomcdn.com/i/o/481666806/151e1c268a58a8ebf49fa7fa/image.png"></a><a href="https://downloads.intercomcdn.com/i/o/485052407/9fd41307962ada33522e81cf/image.png"><img src="https://downloads.intercomcdn.com/i/o/485052407/9fd41307962ada33522e81cf/image.png"></a><hr><h2>3. Via a URL Link</h2>One of the many benefits of CoachVantage is that we enable you to market and sell your coaching programs with our hosted sign-up pages (or landing page).Once you have successfully created a Standard Program, we automatically generate and host the program sign-up page with a unique URL. You can easily direct prospects and potential clients to the sign-up page by providing the URL link to them.You can copy the URL link for a specific Standard Program by clicking the 3-dot button on the program card, as shown below:<a href="https://downloads.intercomcdn.com/i/o/485056356/09294f9ce09b13e35afcf62d/image.png"><img src="https://downloads.intercomcdn.com/i/o/485056356/09294f9ce09b13e35afcf62d/image.png"></a>After you have copied the URL link of your desired program, you can then paste the link on your emails, social channels (Facebook, LinkedIn, Instagram, YouTube, etc) or any other messaging applications (Facebook messenger, WhatsApp, etc).This enables your prospects and potential clients to click on the URL and be redirected to the program sign-up page, to complete their enrollment into the program.&nbsp;&nbsp;

The CoachVantage Scheduling feature makes it easy for you to create and publish events for people to self-book appointments with you.For example, an 'event' could be created for clients to schedule a 1:1 virtual meeting with you such as for a 'Discovery Call' or 'Consult Call'. An 'event' could also be a physical meeting or a 1:1 yoga class conducted virtually or in-person.(Currently, only single attendee events are supported. Group events where multiple attendees can book a slot, is a future enhancement. Stay tuned!)Refer to the article "<a href="https://coachvantage.productfruits.help/en/article/how-to-create-an-event">How to Create an Event</a>" to learn how to create an event.Once you've created and saved your events, a public-facing booking page is automatically created and hosted by CoachVantage. Every event booking page has a unique URL link where clients can self-book appointments for your event.To see what your booking page looks like, refer to this article <a href="https://coachvantage.productfruits.help/en/article/what-does-my-event-booking-page-look-like">"What does my booking page look like?"</a>The booking page can be embedded into your website or you can simply share the booking page URL link, for instance in your newsletters, in your marketing emails, on your social pages such as Facebook, LinkedIn, on coaching directories where you list your services, etc.IMPORTANT:You should not use 'events' to create and manage coaching programs with clients. Instead, to create and manage coaching programs with your clients, you should use the 'Programs' feature in CoachVantage.We also do not recommend creating 'events' for clients to book coaching program sessions. You should use the 'Programs' feature found on the left menu for this. Refer to the article <a href="https://coachvantage.productfruits.help/en/article/how-to-create-a-coaching-program-standard-program">"How to Create a Coaching Program"</a> for more details.<hr><h2 style="text-align:justify;">How many events can you create?</h2>The number of events that you can create depends on your CoachVantage subscription plan:Clarity Plan:You can create 2 active event booking pages (i.e. at any point in time, you can have up to 2 event booking pages that you can publish online for client bookings).Aha Plan:You can create unlimited active event booking pages.Note: 'Inactive' and 'Draft' events do not count towards the 'Active' events count.(to learn more about the difference between 'Active', 'Inactive' and 'Draft' events, scroll to the bottom of this article)<hr><h2>Scheduling Page Overview</h2>To get to the Scheduling page, click 'Scheduling' on the left menu.On the Scheduling page, you'll see:<ol><li><a href="https://coachvantage.productfruits.help/en/article/scheduling-feature-overview#1.-your-url-link-to-all-events">Your URL Link To All Events</a></li><li><a href="https://coachvantage.productfruits.help/en/article/scheduling-feature-overview#2.-search-bar-and-sort-icon">Search bar &amp; Sort icon</a></li><li><a href="https://coachvantage.productfruits.help/en/article/scheduling-feature-overview#3.-create-new-event">Create New Event butto</a>n</li><li><a href="https://coachvantage.productfruits.help/en/article/scheduling-feature-overview#4.-view-events-bookings">View Events Bookings button</a></li><li><a href="https://coachvantage.productfruits.help/en/article/scheduling-feature-overview#5.-event-cards">Event Cards</a></li><li><a href="https://coachvantage.productfruits.help/en/article/scheduling-feature-overview#6.-event-status-tabs">Event Status tabs</a></li></ol><a href="https://downloads.intercomcdn.com/i/o/474048435/7caae7cdf99f7ea8f752f431/image.png"><img src="https://downloads.intercomcdn.com/i/o/474048435/7caae7cdf99f7ea8f752f431/image.png"></a><hr><h2 style="text-align:justify;">1. Your URL Link to All Events</h2>The 'URL Link to All Events' (see image above) is a webpage that lists all of your events that you make available for clients to book appointments for. Clients / prospects can select the events that they would like to book online.The image below is an example of the 'All Events' webpage:Note: If you have set an event to be a 'Private Event' in the event settings page, it will not be displayed on the 'All Events' webpage. This is because you have set it to be a private event and therefore it will not be shown to the general public for bookings.The image below is an example of what the 'All Events' page looks like to clients:<a href="https://downloads.intercomcdn.com/i/o/473610810/a9bf958a98903abf7a19c7f4/image.png"><img src="https://downloads.intercomcdn.com/i/o/473610810/a9bf958a98903abf7a19c7f4/image.png"></a>When clients click the 'Book Now' button, they will be redirected to the booking page for that specific event.Refer to the article "<a href="https://coachvantage.productfruits.help/en/article/what-does-my-event-booking-page-look-like">What does my booking page look like to clients?</a>" for more details.Clicking on the 3-dot button menu next to the URL link gives you the option to 'Copy Link' or 'Website Embed', as shown below:<a href="https://downloads.intercomcdn.com/i/o/473612707/8ed50302758e73dd320cb429/image.png"><img src="https://downloads.intercomcdn.com/i/o/473612707/8ed50302758e73dd320cb429/image.png"></a>1. Copy LinkSelect 'Copy Link' to copy the URL link. You can then 'paste' the link where ever you like, such as in emails, on your social pages like LinkedIn, Facebook, etc. When people click on the URL, they will be redirected to your All Events webpage where they can select the specific event that they would like to book.2. Website EmbedSelect 'Website Embed' if you would like to embed the All Events webpage to your website, or to insert a 'Book Now' button on your website.A window opens up for you to copy a snippet of code, as shown below. Click on 'Copy' and then paste the code snippet into your website builder to generate the 'Book Now' button or to embed the booking page into your website.<a href="https://downloads.intercomcdn.com/i/o/477234616/809d430e30edb9461d5a18d1/image.png"><img src="https://downloads.intercomcdn.com/i/o/477234616/809d430e30edb9461d5a18d1/image.png"></a>Read <a href="https://coachvantage.productfruits.help/en/article/how-to-embed-an-event-booking-page-on-your-website">How to Embed your Booking Page to your Website</a> article to learn how to embed this on your website.<hr><h2 style="text-align:justify;">2. Search Bar and Sort Icon</h2>Use the search bar and type in the name of the event you're looking for.Alternatively, you can sort your events by alphabetical order or the recency of the event.<a href="https://downloads.intercomcdn.com/i/o/473616007/1e6fcef80f8845e99c3659f2/image.png"><img src="https://downloads.intercomcdn.com/i/o/473616007/1e6fcef80f8845e99c3659f2/image.png"></a><hr><h2 style="text-align:justify;">3. Create New Event</h2>Click on the 'Create New Event' button to create a new event.&nbsp;Refer to the article "<a href="https://coachvantage.productfruits.help/en/article/how-to-create-an-event">How to Create an Event</a>" to learn how to create an event.<hr><h2 style="text-align:justify;">4. View Events Bookings</h2>Click on 'View Events Bookings' button to view and manage client bookings for all of your events, in one place.This page displays all Upcoming and Past event bookings made by clients.<a href="https://downloads.intercomcdn.com/i/o/520659775/68992a5829ac30ff3bd6b9f0/image.png"><img src="https://downloads.intercomcdn.com/i/o/520659775/68992a5829ac30ff3bd6b9f0/image.png"></a>For more details on how to view and manage client bookings, refer to this article: "<a href="https://coachvantage.productfruits.help/en/article/view-event-bookings-page-overview">View Events Bookings Page Overview</a>".<hr><h2 style="text-align:justify;">5. Event Cards</h2>Once an event has been created and saved, an 'event card' will be displayed on the Scheduling page.On the event card, the following details are displayed:<a href="https://downloads.intercomcdn.com/i/o/473605808/9550437210fbff397eeaa36f/image.png"><img src="https://downloads.intercomcdn.com/i/o/473605808/9550437210fbff397eeaa36f/image.png"></a><h2 style="text-align:justify;">1. Active radio button</h2>Click on the button to make an event inactive. An inactive event would no longer allow new appointment bookings.Note: All prior bookings that were made by clients before the event was made inactive will not be affected.<h2 style="text-align:justify;">2. Event Name</h2>Title of the event would be displayed here.<h2 style="text-align:justify;">3. Event Type</h2>The event type is displayed, indicating if it is an 'Individual Event' (i.e. a single attendee only can book a slot), or a 'Group Event' (i.e. multiple attendees can book a slot).(Currently, only 'Individual Events' is supported. 'Group Events' is a future enhancement. Stay tuned!)<h2 style="text-align:justify;">4. Event Duration</h2>The duration of the event / meeting is displayed here.<h2 style="text-align:justify;">5. Fees</h2>If you are charging for your event, the fee amount is displayed here. The field is blank if you have not set up fees for the event.<h2 style="text-align:justify;">6. View Event URL Link</h2>&nbsp;<a href="https://downloads.intercomcdn.com/i/o/570888884/346a380f960ed8d1e543ea74/image.png"><img src="https://downloads.intercomcdn.com/i/o/570888884/346a380f960ed8d1e543ea74/image.png"></a><ul><li>Click on the View Event URL to be redirected to the booking page, or</li><li>Hover over and select 'Copy Link' to copy the URL link of the booking page</li></ul><h2>7. Number of Clients Registered</h2>The total number of clients that have registered for this event is displayed here.<h2>8. 3-dot button</h2>&nbsp;<a href="https://downloads.intercomcdn.com/i/o/473606370/c4707480e5cd22ffe3568208/image.png"><img src="https://downloads.intercomcdn.com/i/o/473606370/c4707480e5cd22ffe3568208/image.png"></a>You can manage your event by clicking on the 3-dot button:<ul><li>Edit the event</li><li>View the booking history of this specific event</li><li>Copy the link of this event's booking page</li><li>Clone this event</li><li>Embed the booking page of this event on your personal website</li></ul><h2>9. Color Coding</h2>Your Event Cards are color-coded according to the color you've chosen when creating the event. The color code is a visual cue on your Calendar for calendar entries associated with this event's bookings.<hr><h2>6. Event Status Tabs</h2>There are 3 event status tabs - Active, Inactive and Draft.<a href="https://downloads.intercomcdn.com/i/o/477235167/a06835a1882a3927ca023fa3/image.png"><img src="https://downloads.intercomcdn.com/i/o/477235167/a06835a1882a3927ca023fa3/image.png"></a>Depending on the status of your event, the event cards will be displayed in the respective tabs.IMPORTANT:You cannot delete Active or Inactive events. You can only toggle between making an event 'active' or 'inactive'. You can only delete a Draft event.To disable an event if it is no longer relevant, you can use the Active/Inactive radio button to make the event 'Inactive'. When you make an event 'Inactive', the booking page for that event will be disabled and no bookings can be made.If you would like to enable the event again to accept bookings, simply click on the Active/Inactive radio button again to make it 'Active'.Note: If you are on the CoachVantage Clarity Plan, you can have a maximum of 2 active events. If you would like to have more than 2 active events, you will need to upgrade to the Aha! Plan, which allows unlimited active events.The table below is a summary of each status:<figure class="table" style="width:640px;"><table style="border:1px solid rgba(0, 0, 0, 0.3);"><tbody><tr><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;">&nbsp;</td><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;">Active Event&nbsp;</td><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;">Inactive Event&nbsp;</td><td style="border-bottom:0px solid rgba(0, 0, 0, 0.1);border-left:0px solid rgba(0, 0, 0, 0.1);border-right:0px solid rgba(0, 0, 0, 0.1);border-top-style:none;padding:8px;">Draft Event&nbsp;</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Booking Page is 'Live'? (i.e. bookings can be made by clients)</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">yes</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">no</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">no</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Can Delete Event?</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">no</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">no</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">yes</td></tr><tr><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">Can Edit Event Settings?</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">yes</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">yes</td><td style="border-bottom-color:rgba(0, 0, 0, 0.1);border-bottom-width:0px;border-left-color:rgba(0, 0, 0, 0.1);border-left-width:0px;border-right-color:rgba(0, 0, 0, 0.1);border-right-width:0px;border-style:solid;border-top-color:rgba(0, 0, 0, 0.3);border-top-width:1px;padding:8px;">yes</td></tr></tbody></table></figure>&nbsp;&nbsp;

Connecting your Zoom account to CoachVantage is easy and makes your online (or virtual) meetings with clients seamless and convenient.After you've connected your Zoom account to CoachVantage, whenever you select 'Zoom' as the meeting location, a unique Zoom meeting URL will be automatically generated for each and every meeting.The Zoom meeting URL is contained in the email notifications that we send to you and your clients. It is also displayed on your CoachVantage account and on the Client Portal and is clickable so you / your clients can simply click on the link to open the Zoom application. No more searching through your inbox to find the meeting details!NOTE: You must have your own Zoom account created before you can connect it to CoachVantage.<hr><h2 style="text-align:justify;">Steps to connect to Zoom</h2>To connect Zoom to your CoachVantage account, click on your name on the top right corner of the menu bar and select 'My Settings'. Then, click the 'Integrations' tab to get to the integrations page.You will see the 'Connect With Zoom' button.IMPORTANT: It is a pre-requisite that you must first connect your external calendar to CoachVantage before you can connect your Zoom account. If you have not connected your calendar, the 'Connect With Zoom' button will be in a disabled state and will prompt you to connect your calendar first.1. After you have connected your external calendar, click the 'Connect With Zoom' button:<a href="https://downloads.intercomcdn.com/i/o/519810880/3539bf59aafeb161bb5e884a/image.png"><img src="https://downloads.intercomcdn.com/i/o/519810880/3539bf59aafeb161bb5e884a/image.png"></a>2. You will be redirected to the page as shown below. Click the 'Authorize access' button:<a href="https://downloads.intercomcdn.com/i/o/661500098/83a0be871835311d065fd9a3/Screenshot+2023-01-28+at+3.38.40+PM.png"><img src="https://downloads.intercomcdn.com/i/o/661500098/83a0be871835311d065fd9a3/Screenshot+2023-01-28+at+3.38.40+PM.png"></a>3. You will be redirected to the Zoom sign in page as shown below. Enter your Zoom credentials (email and password), then click 'Sign In'.<a href="https://downloads.intercomcdn.com/i/o/661333408/ffcb89dce98a52d21857a27c/Screenshot+2023-01-28+at+3.43.17+PM.png"><img src="https://downloads.intercomcdn.com/i/o/661333408/ffcb89dce98a52d21857a27c/Screenshot+2023-01-28+at+3.43.17+PM.png"></a>4. You will be redirected to the page as shown below to confirm your authorization to allow Cronofy to connect to your Zoom account. Note: we use Cronofy as a third party API provider to enable the integration to Zoom.Check that your zoom account email is correct, then check the box and click the 'Allow' button as shown below:<a href="https://downloads.intercomcdn.com/i/o/661503886/c829cbddf43e3a1672e285a0/Screenshot+2023-01-28+at+3.44.35+PM.png"><img src="https://downloads.intercomcdn.com/i/o/661503886/c829cbddf43e3a1672e285a0/Screenshot+2023-01-28+at+3.44.35+PM.png"></a>5. You will be returned to your CoachVantage account where you should now see your Zoom account is connected:<a href="https://downloads.intercomcdn.com/i/o/661504773/64af3959b1a3bae20a7b9534/Screenshot+2023-01-29+at+6.21.22+AM.png"><img src="https://downloads.intercomcdn.com/i/o/661504773/64af3959b1a3bae20a7b9534/Screenshot+2023-01-29+at+6.21.22+AM.png"></a>Your Zoom account is now integrated to CoachVantage!<hr><h2>Steps to Disconnect Zoom</h2>To disconnect your Zoom account from CoachVantage, simply click on the 'Disconnect Zoom' button. Your Zoom account will no longer be integrated to CoachVantage.ATTENTION:After you disconnect Zoom from CoachVantage, we will not be able to automatically generate the Zoom meeting URLs for your meetings.Your action is therefore required to ensure that you change the meeting location for any Events and Programs where you may have selected 'Zoom' as the meeting location. You can change the meeting location by going to the settings for each of your Events and Programs and changing the location to something other than 'Zoom'.Failure to do so will result in your prospects / clients not being able to sign up for your events and programs, as we will not be able to generate the Zoom meeting URL once you disconnect Zoom.Do also note that if you disconnect your external calendar from CoachVantage, your Zoom connection will be automatically disconnected as well. This is because it is a pre-requisite for your external calendar to be connected in order for you to connect your Zoom account.<hr><h2 style="text-align:justify;">How integration with Zoom works with CoachVantage</h2>Once you have connected to Zoom and whenever you select 'Zoom' as the meeting location, your clients will automatically receive an email notification containing the appointment details and the Zoom meeting URL.Each and every meeting that you set up in CoachVantage will automatically generate a unique Zoom meeting URL.The appointment will also be automatically synced and saved to your Zoom account. Hence you will be able to find the appointment details in your personal Zoom account as well. Click on the 'Meetings' menu in your Zoom account to see the meetings, as shown in the image below:<a href="https://downloads.intercomcdn.com/i/o/661506916/3319f4226974edb560b3b210/Screenshot+2023-01-29+at+6.32.13+AM.png"><img src="https://downloads.intercomcdn.com/i/o/661506916/3319f4226974edb560b3b210/Screenshot+2023-01-29+at+6.32.13+AM.png"></a>The Zoom meeting link will also be displayed on the appointment details in your CoachVantage account and on the Client Portal as well. It's a clickable link so all you need to do is click on the link to open your Zoom application and start your virtual coaching session!<a href="https://downloads.intercomcdn.com/i/o/661505985/990fa0d977f171fbcb0e8b4a/Screenshot+2023-01-29+at+6.28.18+AM.png"><img src="https://downloads.intercomcdn.com/i/o/661505985/990fa0d977f171fbcb0e8b4a/Screenshot+2023-01-29+at+6.28.18+AM.png"></a>&nbsp;

<h2>Article Contents:</h2><ol><li>Introduction</li><li>Creating a New Group Program<ol style="list-style-type:lower-latin;"><li>Program Information Step (mandatory)</li><li>Fees Step (optional)</li><li>Landing Page (optional)</li><li>Enrollment Form (mandatory)</li><li>Group Settings (mandatory)</li></ol></li></ol><h2 style="text-align:justify;">1. Introduction</h2>CoachVantage makes it easy to create and publish your group coaching programs online, even if you don't have a website. All of your program information, fees and scheduling rules can be configured and set up easily.When you create a group program, we will automatically generate and host an online landing page and enrollment form for the program. You can choose to create a landing page and enrollment form, or just the enrollment form only in order to automate and streamline the client enrollment and onboarding process.If you're on the Aha! Plan, you can create groups with cohorts or groups without cohorts. If you're on the Clarity Plan, you can only create groups without cohorts.Read on to find out how to create a group program.<hr><h2>2. Creating a New Group Program</h2>To create a new group coaching program:<ol><li>Click Group Coaching on the left menu.</li><li>Click on the Create New Group button.</li></ol><figure class="image"><img src="https://cdn-assets.productfruits.com/9c11f8d3-a475-45f7-ae5c-107165c4b8a1"></figure>3. The 'Create New Group' drawer will open as shown below. Select if you'd like to create a group with cohorts or without cohorts. (Note: If you're on the CoachVantage Clarity Plan, you can only create groups without cohorts; this means that members of your group are managed as one group and cannot be sub-divided into smaller groups, or cohorts).&nbsp;4. After selecting, click the 'Proceed' button.<figure class="image"><img src="https://cdn-assets.productfruits.com/b98ada0a-9099-4cc1-820a-70a6d443b53b"></figure><h3>2a) Group Program - Information (mandatory)</h3>1. After clicking 'Proceed', the page below opens up for you to set up your new group program:<figure class="image"><img src="https://cdn-assets.productfruits.com/b90096db-254e-40bb-8c3e-ee820930558e"></figure>2. The first step that you'll need to complete is the 'Group Information', as shown below:<figure class="image"><img src="https://cdn-assets.productfruits.com/352d7de5-ca8e-4a10-8012-e9ea00236ab5"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/ff030782-31ed-4579-88e4-66cf8dc26781"></figure>Group Name:&nbsp;Give your group a name. In the example shown above, we're setting up a group coaching program called 'Bloom &amp; Boss Up!' which is a group program that has the objective of helping women be successful small business owners.Group Landing Page URL:&nbsp;As you type in the name of your program, you will notice that the URL field gets populated automatically.You can choose to use the default URL description that we’ve populated or type in a description that you would prefer to use.Important: Do not use spaces or special characters (eg $ / @ &gt; ) for the description. You can use hyphens (-) to separate words. You have to use a unique URL name for each program. If a URL is already in use, you will see a notification pop up.&nbsp;Group Description:&nbsp;Here's where you can describe your program, such as who it's for, objectives of the program, structure of the program, when you will meet, etc.&nbsp;You can make use of the text editor to customize your description. For example, you can add header text, highlight text, choose different font types, etcProgram Color Code:&nbsp;The color code is used as a visual cue on your Calendar for calendar entries associated with this program (i.e. client appointments related to this program).When a color is selected, it will not be available for selection for other programs. You will also be able to view the color code on your Group Program tile once you save the program.Program Structure:You can select to have a fixed number of sessions for your group program or leave it open-ended, or evergreen.Select 'Yes' to specify the number of sessions (ie the number of times that you will have group coaching sessions for this program).&nbsp;Tip: When you manage a group program with a fixed number of sessions, CoachVantage helps you keep track of how many sessions have been completed. You'll be able to see this on the group coaching management page.Log Coaching Hours:Select Yes to log your coaching hours for this group program automatically in your coaching log.After each session is completed for this program, CoachVantage will automatically capture the coaching hours in your Coaching Log.Note: Since there are multiple clients in a group program, and in alignment with the International Coaching Federation's (ICF) guidance, only one group member's detail is required in the coaching log.&nbsp;<h3>2b) Group Program - Fees (optional)</h3>1. After clicking the 'Next', you will be taken to the 'Fees' step, as shown below:<figure class="image"><img src="https://cdn-assets.productfruits.com/554d8578-a158-40c8-866b-0542f6454533"></figure>You can charge clients for your group program by specifying the fees.<ol><li>Select Yes on the radio button to charge for the program.</li><li>Check the Payment gateway option, PayPal of Stripe. You may check both. NOTE: You must first have connected your PayPal and/or Stripe account to CoachVantage before you can add a payment option.</li><li>Click on 'Add Payment Option' to add fees. Use the drop down selector to specify whether clients make one-time, instalment plan or monthly subscription payments. You can configure up to three (3) payment options for your program. For eg, you may set up a 'One Time Upfront Payment of $1,000', '3-Month Installment Plan of USD400/month' and 'Monthly Payments of $50'.</li></ol><figure class="image"><img src="https://cdn-assets.productfruits.com/d9d33a68-f246-4f5d-a126-26c3b42af2e3"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/81c51c05-b1b0-4cf0-8264-5f40b193e38d"></figure>IMPORTANT:When you set up fees for your program, clients will be redirected to the Stripe or PayPal checkout pages to make payment online. Upon successful payment completion, CoachVantage will automatically generate an invoice to the client with the status as 'Paid'.You will see this invoice in your CoachVantage account in the Contact record (in the 'Invoices' tab).<h3>2c) Group Program - Landing Page (optional)</h3>1. After clicking 'Next', you will be taken to the 'Landing Page' step, as shown below:<figure class="image"><img src="https://cdn-assets.productfruits.com/4d7dda83-6110-4437-ad7a-5fc0d167503e"></figure>You will be asked if you would like to create a landing page, or an enrollment form, as shown in the image above.A landing page is useful if you don't have a website to sell your group programs just yet. Alternatively, if you have a website, you can embed the landing page in your website. You can also use the URL link of the landing page and display that on your social pages like Facebook, LinkedIn, YouTube, etc or even paste the link in emails that you can send to clients.&nbsp;Select 'Yes' if you would like to create a full landing page that describes your program and allows you to add a banner image, a video where you can talk about your program, add client testimonials, etc. You will be then be able to 'Customise Landing Page' as shown below:<figure class="image"><img src="https://cdn-assets.productfruits.com/69024234-64db-4df1-b2f8-e7dc45eea0fd"></figure>Here is where you can add things like your banner image, video, 'About You' section, etc. It's a what-you-see-is-what-you-get (WYSIWYG) editor where any updates can be dynamically previewed. Use the 'eye' icon to hide or display the sections, as shown in the image above.After updating the relevant sections of the landing page, this is an example of what it would look like when you 'Preview' your landing page:<figure class="image"><img src="https://cdn-assets.productfruits.com/e7ff332a-ff3c-4f0f-8132-eb803369bdb1"></figure><h3>2d) Group Program - Enrollment Form (mandatory)</h3>Once your're satisfied with the look and feel of your Landing Page, you can move on to the next step, 'Customise Enrollment Form', as shown below:<img src="https://cdn-assets.productfruits.com/91774139-e5eb-42aa-93f7-7f363bc762ff">The 'Enrollment Form' allows you to automate the client enrollment and onboarding process. The mandatory fields that will always be displayed on the form are: First Name, Last Name and Email address.&nbsp;You can customize the Enrollment Form by adding specific information that you would like to collect from the client during the sign-up process. You can also embed an Intake Form and an E-contract for clients to complete, as shown below:<figure class="image"><img src="https://cdn-assets.productfruits.com/88c69938-09b6-41de-9315-d5d947cd3e79"></figure>Finally, you can also customize the Confirmation Page that your clients will see once they have completed the Enrollment Form, as shown in the image below:<figure class="image"><img src="https://cdn-assets.productfruits.com/f405852f-7beb-4522-991a-16a7b68db352"></figure><h3>2e) Group Program - Group Settings (mandatory)</h3>Once you have completed setting up the Landing Page and Enrollment Form, you will be taken to the final step, 'Group Settings', as shown below:<figure class="image"><img src="https://cdn-assets.productfruits.com/e436a046-bc16-4a71-ba27-fb74602b614c"></figure>The Group Settings allows you to configure options such as:Visibility Options - how group members will see the names of other members in the group in the client portal.Welcome Email - you can customize a welcome email that will be sent to all clients who enroll into your group program.Group Closure - you can configure if members can continue to have access to your program resources once a group is closed.Closing Email - you can customize a closing email that will be sent to all group members when a group or cohort is closed out. You can also set up a time when the email will be triggered to the members, such as 2 days before a group/cohort close date.Once you have configured all of these Settings as you desire, you can click on 'Save and Publish Program' to create your new group coaching program. Alternatively, you can 'Save as Draft' and make future edits later.

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