How to Customize & Publish Your CoachVantage Webpage

Overview

Your CoachVantage Webpage is a professional, customizable landing page where prospective clients can learn more about you, explore your coaching services, and book an appointment with you.

You can personalize your webpage with your own branding, welcome video, coach profile, programs, courses, events, testimonials, frequently asked questions, and more. Once your webpage is ready, you can publish and share it as a standalone page or connect it to your existing website.

In this article, you'll learn how to:

1. Access and edit your webpage

2. Customize your webpage content and branding

3. Choose a layout and organize your webpage sections

4. Select and arrange the offerings displayed on your webpage

5. Control which Coach Profile details are visible

6. Let visitors book an appointment with you

7. Add and manage client testimonials

8. Create a Frequently Asked Questions section

9. Optimize your webpage for search engines and social sharing

10. Preview, publish, and share your webpage

11. Link to or embed your webpage on an existing website

Access Your Webpage 💻

To access your webpage:

12. From your Dashboard, select your name in the top-right corner.

13. Select My Webpage.

Your public webpage will open. From here, you can preview the visitor experience or open the webpage editor.

Understand Your Webpage

Your webpage brings your coach profile and CoachVantage offerings together in one place.

Depending on the layout and settings you select, it may include:

• A banner image
• A header title and subtitle
• A Client Portal login button
• A welcome video
• Your Coach Profile and About Me information
• Social media and website links
• Licenses and certifications
• 1:1 Programs
• Group Programs
• Courses
• Events
• An appointment-booking button or embedded booking section
• Client testimonials
• Frequently Asked Questions

Note: Profile information such as your name, profile image, biography, email address, social media links, website, and certifications is pulled from your Coach Profile settings. To update this information, refer to Your Profile Settings.

Open the Webpage Editor 🖋️

To customize your webpage, select the purple pencil icon in the upper-right corner.

The Customize My Webpage editor includes these sections:

• Content
• Layout & Branding
• Offerings
• My Profile
• More
• • Appointment Booking
  • Testimonials
  • FAQs
  • SEO
  • Website Embed

As you make changes, your webpage remains visible beside the editor so you can see how your selections affect its appearance.

Tip: You may also see small pencil icons beside editable sections on your webpage. Select one to go directly to the settings for that section.

Customize Your Main Content

Select Content to customize the main elements visitors see when they open your webpage.

Publish or Unpublish Your Webpage

Use the Publish setting to control whether your webpage is publicly available. Your public webpage URL is also displayed in this section.

When your webpage is unpublished, visitors cannot view it. You can continue editing and previewing the webpage before making it live.

Customize the Header

You can choose whether to display the following elements:

• Header Title
• Header Subtitle
• Login Button

You can edit the Header Title and Header Subtitle accordingly. You can also opt to rename the Login button to Dashboard, Client Portal, or Client Login so existing clients know where to access their accounts.

Upload a Banner Image

Upload a banner image that represents your coaching brand and works well behind your header text.

Recommended banner image size: 1920 x 600 pixels, or an image with a similar aspect ratio.

You can also adjust the Overlay Opacity to make the header title and subtitle easier to read over the image.

Add a Welcome Video

You can show or hide an embedded welcome video and paste the video's URL into the editor.

Supported video providers include:

• YouTube
• Vimeo
• Dailymotion

A short welcome video gives prospective clients an opportunity to meet you, hear your approach in your own words, and understand how you may be able to support them.

When you're finished, select Save Changes.

Customize the Layout and Branding

Select Layout & Branding to choose how your content is arranged and apply your brand styling.

Choose a Webpage Layout

CoachVantage offers three layout options:

1. Compact: Displays your profile information in a compact format while keeping your offerings easy to browse.
2. Sidebar: Places your Coach Profile in a sidebar and displays the rest of your content beside it.
3. Hero: Features your profile in the banner area and displays your offerings as tiles.

Select each option to see how it changes the live preview.

Choose How Offerings Are Displayed

Under Webpage display, choose one of the following:

• Tab-based layout: Visitors switch between tabs for your One-on-One Programs, Courses, Events, and Group Programs.
• Single-page layout: Your offering sections appear sequentially on one scrollable page.

Reorder Your Webpage Sections

Under Webpage section order, drag and drop the customizable sections into your preferred order.

For example, you may want visitors to see your welcome video first, followed by your offerings, testimonials, FAQs, and appointment-booking section.

Note: The Hero and Coach Profile sections remain fixed based on the layout you selected. Other available sections can be reordered.

Customize Fonts and Brand Colors

You can also customize your webpage's:

• Font family
• Base font size
• Primary brand color
• Header text color
• Content text color

The font button and body text sizes are applied automatically based on your selected base font size, helping your webpage maintain a consistent visual hierarchy.

When you're finished, select Save Changes.

Manage the Offerings on Your Webpage

Select Offerings to choose which CoachVantage services visitors can explore from your webpage.

You can show or hide the following offering categories:

• 1:1 Programs
• Courses
• Events
• Group Programs

Show or Hide an Offering Category

Use the toggle beside a category to control whether it appears on your webpage.

Reorder Offering Categories

Drag and drop the categories to change the order in which they are displayed.

Manage Individual Offerings

Expand a category to view the programs, courses, or events currently included on your webpage.

You can:

• Drag and drop individual offerings to reorder them.
• Select the X beside an offering to remove it from your webpage.
• Select Select Programs or the applicable selection button to add other eligible offerings.

Removing an offering from your webpage does not delete it from your CoachVantage account. It only prevents that offering from being displayed on the webpage.

When you're finished, select Save Changes.

Choose Which Profile Information Is Displayed

Select My Profile to control whether your Coach Profile appears on your webpage and which information visitors can see.

You can choose to display details such as:

• Profile picture
• About Me
• Mobile number
• Email address
• Time zone
• Social media and website links
• Licenses and certifications

Check or uncheck each field based on the information you would like to make public.

Important: Only display contact details that you are comfortable sharing publicly.

To change the information itself, select Edit profile details or refer to Your Profile Settings.

When you're finished, select Save Changes.

Set Up Appointment Booking

The Appointment Booking settings allow prospective clients to book a session with you directly from your webpage using one of your existing CoachVantage events.

Before setting up this section, make sure you have created an event with the appropriate availability and booking settings in CoachVantage.

To configure appointment booking:

1. Select More.

2. Select Appointment Booking.

3. Under Display a "Book Now" button on your webpage?, select Yes.

4. Choose what happens when a visitor selects the booking button:

• • Your booking page opens in a new browser tab, or
  • Your booking page opens in a pop-up on the same webpage.

5. Enter a Booking button label, such as Book an Appointment. The label can contain up to 40 characters.

6. Under Embed booking on your webpage?, choose whether visitors can complete the booking process directly within the webpage

7. If you embed the booking section, enter a Section heading and Section subheading. For example:

• • Section heading: Begin Your Wellness Journey
  • Section subheading: Choose a time that works best for you.

8. Choose the event visitors will book from the Event menu.

9. Select Save Changes.

Visitors can then review the event details, choose from your available times, and provide their attendee information to book the session.

Tip: Use a clear call-to-action such as Book a Discovery Call, Schedule a Consultation, or Book an Appointment so visitors immediately understand what the button does.

Add and Manage Client Testimonials 👩

Select More, then Testimonials, to display feedback from your clients and build trust with prospective clients.

Show or Hide Testimonials

Under Display client testimonials on your webpage?, select Yes or No.

You can also customize the Section Title, such as What Our Clients Say.

Add a Testimonial

1. Select Add Testimonial.

2. Enter the client's information, including:

3. Client Name

4. Client Image

5. Client Title

6. Testimonial Text

7. Select Save Changes.

Only use a client's name, photo, title, and testimonial after receiving their permission to publish it.

Edit or Delete a Testimonial

• Select the pencil icon beside a testimonial to edit it.
• Select the X or delete icon beside a testimonial to remove it.

You can also drag and drop testimonials to change their display order.

When you're finished, select Save Changes.

Create a Frequently Asked Questions Section ❓

An FAQ section helps prospective clients quickly understand your services, process, policies, and what they can expect from working with you.

To add an FAQ section:

1. Select More.

2. Select FAQs.

3. Under Add FAQ section to your webpage?, select Yes.

4. Enter a Section Title, such as Frequently Asked Questions.

5. Select Add FAQ.

6. Enter the Question and Answer.

7. Repeat these steps to add additional FAQs. You can add up to 10 FAQs.

8. Drag and drop the FAQs to place them in your preferred order.

9. Select the trash icon to delete an FAQ you no longer want to display.

10. Select Save Changes.

Helpful FAQ topics may include:

• Who your coaching services are designed for
• What happens during a discovery call
• How coaching sessions are conducted
• How long your programs last
• Your cancellation or rescheduling policy
• Whether you offer virtual or in-person sessions

Keep each answer clear and concise. If a topic requires a longer explanation, link visitors to another page or invite them to contact you.

Improve Your SEO and Social Sharing Preview

SEO, or Search Engine Optimization, helps search engines and prospective clients understand what your webpage is about. These settings also control how your webpage may appear when its link is shared online.

To update these settings, select More, then SEO.

Page Title

Enter a clear title that describes you or your coaching business.

Recommended length: 30-60 characters.

Page Description

Write a short summary explaining who you help and what you offer.

Recommended length: 120-160 characters.

Social Sharing Image

Upload the image you would like displayed when your webpage is shared on platforms such as Facebook or LinkedIn.

Recommended image size: 1200 x 630 pixels with a 1.91:1 aspect ratio.

If you do not customize these fields, CoachVantage may use the default webpage information and image.

When you're finished, select Save Changes.

Preview Your Webpage

Before publishing or sharing your webpage, select Preview in the upper-right corner.

Previewing allows you to experience the page as a visitor and check that:

• Your header text is easy to read.
• Your welcome video plays correctly.
• Your offerings appear in the intended order.
• Your links and booking button work.
• Your testimonial and FAQ sections are complete.
• Your webpage looks polished on both desktop and mobile devices.

We recommend previewing your webpage when you make significant changes.

Publish Your Webpage 💻

When you're ready to make your webpage available to visitors:

1. Open the webpage editor by selecting the pencil icon.

2. Select Content.

3. Under Publish, turn the setting on.

4. Select Save Changes.

Your webpage is now live at the public URL shown in the Content section.

To temporarily remove your webpage from public view, return to the Content section, turn Publish off, and save your changes.

Share or Embed Your Webpage

Select More, then Website Embed, to connect your CoachVantage webpage to your existing website.

CoachVantage provides three options:

5. Public Webpage URL: Copy and share a direct link to your webpage in emails, social media profiles, newsletters, or messages.

6. HTML Button Code: Add a button to your existing website that directs visitors to your CoachVantage webpage.

7. Embedded Webpage HTML Code: Display your CoachVantage webpage within a page on your existing website.

Copy the option that works best for your website and paste it into the appropriate location in your website editor.

Note: If you are unsure how to add HTML code to your website, contact your website provider or web designer for assistance.

Return to Your Dashboard

To return to CoachVantage, select the Dashboard icon or option in the upper-left corner of your webpage.

Best Practices

For the best results, we recommend:

• Uploading a professional, high-quality banner image.
• Using a clear header that explains who you are and who you help.
• Recording a short welcome video so prospective clients can get to know you.
• Using consistent fonts and brand colors.
• Displaying only the profile details you are comfortable sharing publicly.
• Highlighting your most important offering first.
• Adding genuine client testimonials with permission.
• Answering the questions prospective clients ask most often.
• Adding a clear appointment-booking call-to-action.
• Completing your SEO title, description, and social sharing image.
• Previewing the webpage before publishing and after major updates.
• Reviewing the webpage regularly so your offerings and information remain current.

Need Help?

If you have any questions, visit the CoachVantage Knowledge Base or contact our support team at support@coachvantage.com. We're always happy to help.