Knowledge Base
Knowledge Base
Upload WidgetHow to Sign Up to Meet with Your Coach via the Client PortalIntroducing the New CoachVantage 1:1 Programs Interface
Signing Up & Subscription
How to Sign Up for CoachVantageHow to Upgrade Your Subscription or Change to Annual BillingHow to Cancel Your SubscriptionHow to Confirm Your Subscription to a Paid PlanThe Complete Guide on How to Get Started With CoachVantage
Getting Started
How to Login to Your AccountYour DashboardYour Profile SettingsYour Branding on CoachVantageAppointment and Calendar SettingsManage Your Availability Type SettingsConnecting Your External CalendarConnecting to ZoomConnecting to Payment GatewaysInvoice & Payment SettingsConnect to Google Meet
SMS Notifications
How to Enable / Disable SMS Appointment NotificationsHow Can I Purchase Additional SMS Credits?How to Configure SMS Notifications for Events and Individual Programs?What do SMS Messages Look Like to Clients?How Coaches and Clients Can Consent to Receiving SMS NotificationsSMS Logs and Transactions History
Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal Account
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on an Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on An Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
Calendar Page OverviewHow to Create a New Appointment with Your Clients
Scheduling (Events)
Scheduling Feature OverviewHow to Create an EventWhat do the Cancel and Reschedule booking pages look like?How to Embed Your Event Sign-Up Page on Your WebsiteWhat does my Event Booking Page look like?View Event Bookings Page OverviewScheduling and Programs Features in CoachVantage, Explained
1:1 Coaching Programs
1:1 Coaching Programs - Feature OverviewHow to Set Up Payment Options for Your Coaching ProgramsWhat Does My Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow to Embed Your Coaching Program Sign-up Page to Your WebsiteHow to Create Automations for Your Coaching Programs
Managing Coaching Programs with your Clients
Group Coaching
Group Coaching - Feature OverviewHow to Create a Group Coaching ProgramHow to Enroll Clients to your Group Coaching ProgramGroup Coaching - How to manage group members and create cohorts
Notes
How to Use the Notepad Widget for Taking Session NotesHow to Take Session Notes and Share with Clients How to Easily Embed Videos in the Note Editor
Forms
Forms Page OverviewHow to Create a FormHow to Send a FormHow to View Form ResponsesWhat is an Active Form
Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients Can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices Without Stripe or PayPal IntegrationCreating Programs and Promo Codes in CoachVantage and StripeConnecting Your Stripe Account to CoachVantageHow to Set Up Automated Card Deductions & Subscriptions for Coaching Programs in CoachVantage
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
How to Sign Up for the Client PortalClient Portal DashboardHow to E-Sign a Contract in the Client PortalHow to Sign Up to a Coaching Program in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching Assignments in the Client PortalHow to Manage Coaching Goals in the Client PortalHow to Respond to Forms in the Client PortalHow to Use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program Resources in the Client PortalHow to View Your Coach's Profile in the Client Portal
Frequently Asked Questions
CoachVantage Common FAQ's
Courses
Courses Feature Overview

Introducing the New CoachVantage 1:1 Programs Interface

Learn about our new 1:1 Programs experience and how it was designed to make building and managing your coaching programs simpler, clearer, and more intuitive.

A More Streamlined Experience for Coaches

At CoachVantage, we’re always looking for ways to make it easier for coaches to build, manage, and deliver impactful programs.

Our latest update to the 1:1 Programs experience is designed to simplify the way you create and organize your program pages — giving you a clearer, more intuitive workflow from start to finish.

Build Your Program in One Place

Previously, creating a 1:1 program required navigating through multiple screens and settings pages, which could make the process feel disconnected and difficult to visualize.

With the new experience, everything is now available in one streamlined workspace.

What This Means for Coaches

• View and edit your entire program in one place
• Scroll through your content instead of switching between pages
• Refine your messaging and layout more easily
• Create a more cohesive enrollment experience for clients

This updated interface makes it easier to focus on building your program — not managing multiple screens.

More Flexible Publishing Options

We’ve also added greater flexibility in how you publish your programs.

Once your program details are complete, you can now choose to create either:

A Full Landing Page

Perfect for coaches who want a complete sales and enrollment experience directly inside CoachVantage.

An Enrollment Form Only

Ideal for coaches who already have a website and simply want a professional way to manage client onboarding through CoachVantage.

This gives you more control over how your offers are presented to potential clients.

Real-Time Editing & Visualization

Designing your program page is now faster and more intuitive.

Instead of switching between editing and preview modes, updates can now be made directly inside the builder and viewed in real time.

Examples Include:

• Updating your program description
• Adding or changing videos
• Adjusting layout and content sections
• Refining your messaging as you build

This real-time editing experience helps streamline the entire setup process.

Why This Update Matters

These improvements were designed to better reflect how coaches actually work.

Our goal is to make building your 1:1 programs:
• Simpler
• Clearer
• More efficient
• More flexible

So you can spend less time managing technology and more time focusing on your clients.

Coming Soon: Full Knowledge Base Walkthrough

This post serves as a high-level overview of the new experience.

For coaches who want a deeper dive into the updated interface, we’ll also be releasing a detailed step-by-step walkthrough in our Knowledge Base to help you explore each feature in more depth.


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